Learn how to manage system auto-calculation to disable or enable auto-calculation at the field level.

About Auto-Calculation Override

During Case processing, updating certain fields will trigger system auto-calculation of other fields, and may override your manual data entry.

If you want to override system calculations and retain your manually entered values, you can use the Auto-Calculate checkbox beside the respective field.

Unselected Auto-Calculate Checkbox

Ensure the checkbox is unselected. This disables auto-calculation for this particular field, even when data from the relevant fields is available.

The following table lists the fields for which you can disable auto-calculation:

Field Section or Record
Age (normalized) Patient section
Age at Onset Patient section
Age Group Patient section
Age at Vaccination Patient section,
Parent record,
Case Drug History record,
Parent Drug History record
Age of Parent
Parent record
Duration Case Adverse Event record,
Case Product Dosage record
Cumulative Dose Case Product record
First Dose Latency Case Assessment record
Last Dose Latency Case Assessment record

Prerequisites

Your Admin must enable the override option for auto-calculated fields. If your Admin does not enable the auto-calculation override option, Vault will continue to use existing auto-calculation logic.

Auto-Calculate Checkbox Default Behaviour

Upon promoting a manual or E2B-imported Inbox Item to an Initial Case, Vault determines whether to perform auto-calculation based on the following logic:

  1. Auto-Calculation Field is Blank on Inbox Item
  2. Auto-Calculation Field is Populated on Inbox Item

When promoting an Inbox Item to a Follow-Up Case, you can select or ignore the auto-calculated value directly on the Case Compare page. See Inbox Item Follow-Up for more information.

Auto-Calculation Field is Blank on Inbox Item

If the field is not populated on the Inbox Item, Vault calculates the field value upon Case promotion, if sufficient data is available from the relevant fields. See the Auto-Calculations Field Reference to learn more about the relevant field information needed for each auto-calculated field.

An auto-calculation icon appears next to any auto-calculated fields on the Case:

auto-calculate-icon

When editing the Case, the Auto-Calculate checkbox is automatically selected, indicating auto-calculation was enabled for this field:

auto-calculate-example-selected

When the Auto-Calculate checkbox is selected for a field, the field is disabled and cannot be edited.

If you want to perform manual data entry, unselect the Auto-Calculate checkbox.

Auto-Calculation Field is Populated on Inbox Item

If the field is already populated on the Inbox Item (through import or manual entry), Vault retains this value upon Case promotion.

When editing the Case, the Auto-Calculate checkbox is not selected, indicating auto-calculation was not enabled for this field:

Auto-Calculate Unselected Field Example

If you want Vault to perform auto-calculation for these fields, select the Auto-Calculate checkbox.