Enable Case Processing for Over-the-Counter (OTC) Drugs, Cosmetics, Nutritionals, and Non-Physical Devices

Learn how to enable case processing for over-the-counter (OTC) drugs, cosmetics, nutritionals, and non-physical devices.

About the Feature

Vault Safety supports Case processing for the following Product Types:

• OTC Drugs
• Cosmetics
• Nutritionals

You can create new Product records using these Product Types. To support agency-specific reporting requirements, Products can include multiple Product Registrations for different Product Types.

For details on setting up Products with the new Product Types, see Manage Products: Create Products.

Update the Product Detail Page Layout

1. Navigate to Admin > Configuration > Objects > Product > Layouts.
2. Select the Product Detail Page Layout.
3. In the Registrations section, select Edit Default Columns and add the Product and Product Type columns.
4. Select Save.

Create the Case Product Company Product Detail Page Layout

1. Navigate to Admin > Configuration > Objects > Case Product > Layouts.
2. Select Create.
3. On the Add Layout page, select Company Product from the Object Type picklist, and then select Create.
4. On the Case Product: Record Name page, configure the sections and fields as shown below. Some fields are control fields, denoted by a Slider () icon. To rearrange sections and fields, drag and drop.

Update the Case Product Related Object to Include Company Product

1. Navigate to Admin > Configuration > Objects > Case > Layouts.
2. Select the Case Page Layout.
3. On the right side of the Products section, select the Edit () icon.
4. On the Edit Related Object Section page, update the Criteria VQL field to include company product with the following VQL: object_type__vr.api_name__v CONTAINS ('device__v', 'biologic__v', 'drug__v', 'external__v', 'company_product__v')
   
5. Select Done.
6. Select Save.