# Auto-Code and Browse Products

To streamline case processing, Safety supports quick and efficient coding of company products through auto-coding and the _Product Browser_. To auto-code reported _Products_ on _Inbox Items_ and _Cases_, Vault searches for exact matches in your <a href="/en/gr/01215/">_Product_ library</a>. When Vault cannot find an exact match, you can use the specialized search functionality of the _Product Browser_ to quickly filter and code company products. This is especially useful for organizations with large _Product_ libraries.

## Prerequisites

For enhanced _Product_ selection, your Admin must configure:
*  <a href="/en/gr/01314/">Product auto-coding and browsing</a>
capabilities on _Inbox Items_
*  <a href="/en/gr/736616/">Product Browser for Faster Case Product Selection on Cases</a> (for _Company Product_-type _Products_ only)
*  <a href="/en/gr/727583/">Product Coding: Additional Matching Fields for Product Aliases</a> (for <a href="/en/gr/01215/#create-product-and-substance-aliases">_Product_ and _Substance_ aliases</a>)

Depending on your business processes, your Admin may also configure:

* <a href="/en/gr/808064/">Inactivate Products and Studies</a> to code [deprecated _Products_][3]
* <a href="/en/gr/01371/#updates">Exclude Concomitant Products from Auto-Coding</a> to prevent auto-coding concomitant products imported through structured source file intake
* <a href="/en/gr/931735/">Unknown Formulation Product Selection</a> to browse and select <a href="/en/gr/01215/#unknown-formulation-products">unknown formulation _Products_</a>

## About Product Auto-Coding {#about}

To perform auto-coding, Vault attempts to match your entry in the reported _Product_ field with a _Product_ in the _Product_ library. Vault matches only to active _Products_ with a <a href="/en/gr/01215/#prod-use-type">_Product Use Type_</a> of _Company Use_ or blank. To auto-code, matches must be exact between the reported _Product_ term and the value in the _Product_ library. Vault tries to match:

* **Product:** The _Product Name_ on _Products_
* **Product Registration:** The _Registration Name_ on _Product Registrations_
* **Trade Name:** The _Trade Name_ on _Product Registrations_
* **Product Alias:** The _Alias_ on <a href="/en/gr/01145/#-product-and-substance-alias-matching">_Product Aliases_</a>
* **Localized Product:** The _Name_ on _Localized Products_ (for _Localized Cases_ only)

When matching against the above fields, Vault also compares the _Country Obtained_ value on the _Inbox Item_ or _Case Product_ to the _Country_ on the _Product Registration_ to find the best match. When Vault finds an auto-code match, it populates the _Company Product_, _Registration_, and _Trade Name_ fields if the information is configured. You can hover over the populated _Company Product_ value to display related product details, such as the _Product Type_, _Product Family_, _Generic Name_, and _Core Datasheet_. When _Company Product_ coding is complete and you save the _Case Product_, Vault assigns the _Product Type_ to the _Case Product_ based on the configuration in the _Product_ library.

<a href="https://platform.veevavault.help/assets/images/saf-auto-code-24r2.png" data-lightbox="saf-auto-code-24r2.png" data-title="Auto-Code finds a match" data-alt="Auto-Code finds a match">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-auto-code-24r2.png" alt="Auto-Code finds a match" style="max-width: 40%;"  />
</a>

If Vault cannot find an exact match for _Product_, _Product Registration_, _Trade Name_, _Product Alias_, or _Localized Product_, Vault attempts to find the closest match and populates the _Company Product_ field. A message indicates if a better match may be found by using the _Product Browser_. In this scenario, partial auto-coding has occurred. If Vault does not find any match, Vault displays `No match found`. If Vault finds a match, but the _Product_ is deprecated, Vault displays `No Match Found. A better match may be found in the product browser`.

In the case of partial auto-coding, no matches, or deprecated _Products_, you can use the [_Product Browser_][1] to search the _Product_ library. From the _Product Browser_, you can also access product browsers to code [_External Products_][2] using the following dictionaries:

* <a href="/en/gr/01165/">WHODrug Dictionary</a>
* <a href="/en/gr/01163/">Iyakuhinmei Data File for Japan</a>
* <a href="/en/gr/827540/">Korea Drug Dictionary</a>
* <a href="/en/gr/1005238/">WHODrug Global Chinese</a>

### Auto-Code a Product

You can auto-code active _Products_ on _Inbox Items_ and _Cases_.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: If you do not see the <em>Auto-Code</em> field, ensure the <em>Study Product</em> field is blank.</p>
    </div>
  </div>
</div>



#### Auto-Code Inbox Item Products

To auto-code _Products_ on _Inbox Items_:

1. Go to the **Inbox Item**.
2. In the _Products_ section, enter a term in the reported **Product** field.
3. Select **Auto-code**.

#### Auto-Code Case Products

To auto-code _Products_ on _Cases_:

1. Go to the **Case**.
2. In the _Products_ section, select **Create**.
3. In the _Create Case Product_ dialog, select **Company Product**.
4. In the _Details_ section, enter a term in the reported **Product** field.
5. Select **Auto-code**.

### Localized Product Auto-Coding

You can auto-code active _Products_ on _Inbox Items_ and _Cases_ when the _Localization_ is set to a non-global value. If the text you enter in the reported _Product_ field matches a _Localized Product Name_:

* The English _Product_ field appears and displays the name of the global _Product_.
* The _Company Product_ field is set to the associated global _Product Name_.
* Vault populates the _Registration_ and _Trade Name_ fields if those details are configured in the _Product_ library.

## About Product Browsing {#product-browsing}

When adding _Company Products_ to _Inbox Items_ and _Cases_, search the _Product_ library by selecting the **Advanced Search** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-binoculars-icon.png" alt="binoculars icon" style="" />) icon next to the reported _Product_ field. This opens the _Product Browser_, which has filtering and column sorting options to support faster searches. 
* If you entered text in the reported _Product_ field, Vault displays the term below the _Search_ bar for your reference and uses that term for the initial search. 
* If you populated the _Country Obtained_ field, results are filtered accordingly. 
* Results are filtered to display active _Products_, but you can display [deprecated _Products_][3] or [unknown formulation _Products_][4].

The _Product Browser_ returns all _Products_ and _Product Registrations_ that match the search text. When you search without entering any text, Vault displays all _Products_ in alphabetical order by _Product Name_ and does not include _Product Registrations_ in the results.

To code a _Product_, select the row and then select **Confirm**.

### Product Browser Search Fields

The _Product Browser_ searches using the following fields:

* _Trade Name_
* _Localized Product Name_ (for _Localized Cases_)
* _Product Name_
* _Substance(s)_
* _Generic name_
* _Dose Strength_
* _Dose Unit_
* _MPID_
* _Product Family_ (if enabled by your Admin)
* _Registration Number_
* _Registration Name_
* _Product Use Type_ (This field does not appear in the browser, but Vault returns only _Products_ with a <a href="/en/gr/01215/#prod-use-type">_Product Use Type_</a> of _Company Use_ or blank)

You can narrow your search by filtering on the following fields:

* _Country_
    * When you filter by _[is blank]_, the results exclude records with a _Country_ value. This is useful for excluding _Product Registrations_ and for finding _Products_ when data such as _Dose Strength_, _Dose Unit_, and _Country_ have not been reported.
* _Marketing Authorization Start Date_
* _Default Registration_
* _Product Type_
* _Lifecycle State_
* _Dose Form_
* _Dose Strength_
* _Dose Unit_
* _Registration Type_
* _Agency_
* _MPID_

### Browse Unknown Formulation Products {#browse-unknown-formulation-products}

To browse only <a href="/en/gr/01215/#unknown-formulation-products">unknown formulation _Products_</a>, select the **Show Unknown Formulation Products** checkbox. When selected, the _Product Browser_ displays an _UNKNOWN FORMULATION_ (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-tag-unknown.png" alt="Unknown Formulation Tag" style=" width: 9rem;" />) tag for each _Product_ with an unknown formulation. When you code an unknown formulation _Product_ on an _Inbox Item_, Vault displays an _UNKNOWN FORMULATION_ tag on the _Product_.

 <div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: When browsing for product terms related to unknown formulation <em>Products</em> on an <em>Inbox Item</em> without the <em>Show Unknown Formulation Products</em> checkbox selected, the <em>Product Browser</em> returns all <a href="/en/gr/01215/#add-a-product-alias"><em>Product Aliases</em></a> in the related <em>Product Family</em>.</p>
    </div>
  </div>
</div>



### Browse Deprecated Products {#browse-deprecated}

When you open the _Product Browser_, results include _Products_ and _Product Registrations_ in the _Active_ lifecycle state only. To browse _Products_ and _Product Registrations_ in the _Deprecated_ lifecycle state:

1. In the _Lifecycle State_ column, select the **Filter** icon.
2. From the picklist, select **Deprecated**.
3. Select **Apply**.

To browse _Products_ and _Product Registrations_ in all lifecycle states, from the **Filter** icon in the _Lifecycle State_ column, select **Clear Filter**.

The _Lifecycle State_ column displays the lifecycle state of the _Product Registration_ when available. Otherwise, it displays the lifecycle state of the _Product_.

When you code a deprecated _Product_, a _DEPRECATED_ (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-deprecated-tag.png" alt="Deprecated Tag" style=" width: 4rem;" />) tag appears beside the applicable field on the _Inbox Item_ or _Case_.

## Launch External Product Browsers {#external-product-browser}

When creating a new _Case Product_ using the _Product Browser_ from a _Case_, you can launch product browsers to search for and code _External Product_ types of _Case Products_  using the following dictionaries:

* <a href="/en/gr/01165/">**WHODrug Dictionary**</a>: For any _Case_, select **Launch WHODrug** to search terms in the WHODrug dictionary.
* <a href="/en/gr/01163/">**Iyakuhinmei Data File (IDF)**</a>: For Japan domestic _Cases_, select **Launch JDrug** to search terms in the IDF.
* <a href="/en/gr/827540/">**Korea Drug Dictionary**</a>: For Korea domestic _Cases_, select **Launch Korea Drug** to search terms in the Korea Drug Dictionary.
* <a href="/en/gr/1005238/">**WHODrug Chinese**</a>: For Chinese domestic _Cases_, select **Launch WHODrug Chinese** to search terms using WHODrug Global Chinese.

 In the external product browsers, Vault displays the reported _Product_ value below the _Search_ bar and uses the term to perform the initial search. If you do not want to code an _External Product_, you can return to the _Product Browser_ by selecting **Back to Product Browser** in the top-left corner of the dialog or return to the _Create Case Product_ page by closing the browser.

[1]: #product-browsing
[2]: #external-product-browser
[3]: #browse-deprecated
[4]: #browse-unknown-formulation-products