Learn how to update your Vault’s configuration to enable standardized and custom MedDRA queries (SMQs and CMQs).
About the Feature
Standardised MedDRA queries (SMQs) and configurable queries were added in Vault Safety 20R1. Upgraded Vaults must perform the following configuration changes to enable this feature.
Use MedDRA Queries describes how use SMQs and set up CMQs, once you enable this feature.
Import MedDRA SMQs
To add SMQs to your Vault, you must import a MedDRA dictionary. If your Vault already has an active MedDRA dictionary that was imported prior to 20R1, you must import the dictionary again for the SMQs to appear. Import Standard MedDRA Queries provides instructions.
Configure the MedDRA Query Object
The MedDRA Query object is new for this feature. You must configure layouts and layout rules for this object. To edit the MedDRA Query object, in the Admin area, go to Configuration > Objects > MedDRA Query.
Fields
On the MedDRA Query > Fields tab, update the following fields:
Field | Change |
---|---|
Hierarchical | Display in Lists/Hover: Yes |
MedDRA Versions | Display in Lists/Hover: Yes |
Layout
On the MedDRA Query > Layouts tab, open MedDRA Query Detail Page Layout, and then edit the layout to match the following sections.
Details Section
Update the Details section with the following settings:
- Section Layout: One Column
- Fields:
- Organization
- Name
- Parent Query
- Root Query
- Level
- Hierarchical
- Description
- MedDRA Versions
- space
Sub-Queries Section
Insert a Sub-Queries section with the following settings:
- Type: Related Object: MedDRA Query
- Creation Option: Create record in pop-up dialog
- Columns:
- Name
- Hierarchical
MedDRA Terms Section
Insert a MedDRA Terms section with the following settings:
- Type: Related Object: MedDRA Criteria
- Creation Option: Create record in pop-up dialog
- Filter: MedDRA Criteria Type equals MedDRA Query Criteria
- Columns:
- Name
- MedDRA Term
- Scope
Layout Rules
Go to MedDRA Query > Layouts > MedDRA Query Detail Page Layout, and then add the following layout rules:
Rule Label | Hide the following Page Layout Items | IF this Layout Rule Expression is TRUE |
---|---|---|
Parent Query | Parent Query | isBlank(parent_query__vr.name__v) |
Root Query | Root Query | isBlank(root_query__vr.name__v) |
Organization | Organization | not(isBlank(parent_query__vr.name__v)) |
New Record | Level | status__v != 'active__v' && |
Hierarchical | MedDRA Terms | hierarchical__v |
Not Hierarchical | Sub-Queries | not(hierarchical__v) |
Workflow Timelines | Workflow Timeline | not(isBlank(name__v)) |
MedDRA Versions | MedDRA Versions | isBlank(api_name__v) |
Update the MedDRA Criteria Object
You must add layouts and layout rules for the MedDRA Criteria object. To edit the MedDRA Criteria object, in the Admin area, go to Configuration > Objects > MedDRA Criteria.
Layout
On the MedDRA Criteria > Layouts tab, edit the MedDRA Query Criteria Detail Page Layout to match the following sections.
Details Section
Update the Details section with the following settings:
- Section Layout: One Column
- Fields: Add the following fields:
- MedDRA Query
- MedDRA Term
- Scope
- MedDRA Versions
- space
System Information Section
Insert a System Information section with the following settings:
- Section Layout: Two Columns
- Fields: Add the following fields:
- Last Modified Date
- Last Modified By
- SMQ Code
- space
- space
- Created Date
- Created By
- Organization
- API Name
Layout Rules
Go to MedDRA Criteria > Layouts > MedDRA Query Criteria Detail Page Layout > Layout Rules, and then add the following layout rules:
Rule Label | Hide the following Page Layout Items | IF this Layout Rule Expression is TRUE |
---|---|---|
New Record |
|
status__v != 'active__v' && status__v != 'inactive__v' |
Workflow Timeline |
|
not(isBlank(name__v)) |
MedDRA Versions |
|
isBlank(api_name__v) |
Configure Reports
To enable users to run MedDRA SMQ/CMQ reports, you must configure report types and report views, and then add those reports to your Vault.
Standard Report Types
Configure the following standard report types on the Configuration > Report Types page.
Case Adverse Events (SMQ/CMQ)
- Report Label: Case Adverse Events (SMQ/CMQ)
- Description: Case Adverse Events for SMQ/CMQ searches
- Primary Reporting Object: Case Adverse Event
- Related Objects:
- Case (Parent) ↑
- Event (MedDRA) ↑
MedDRA Terms
- Report Label: MedDRA Terms (SMQ/CMQ)
- Description: MedDRA Terms for SMQ/CMQ searches
- Primary Reporting Object: MedDRA Criteria
- Related Objects:
- MedDRA Query ↑
- MedDRA Term ↑
Standard Report Views
Configure the following report views on the Configuration > Report Views page.
Case Adverse Events (SMQ/CMQ)
Add a Case Adverse Events (SMQ/CMQ) standard report type with the following settings:
- Report Label: Case Adverse Events (SMQ/CMQ)
- Report Type: Case Adverse Event
- Conditional Fields: N/A
- Filters: Case > Case Type in (Case, Imported Case)
MedDRA Terms
Add a MedDRA Terms standard report type with the following settings:
- Report Label: MedDRA Terms (SMQ/CMQ)
- Report Type: MedDRA Criteria
- Conditional Fields: N/A
- Filters: MedDRA Criteria > MedDRA Criteria
Type equals MedDRA Query Criteria
Multi-Pass Report Type
Configure the following SMQ/CMQ Multi-Pass Report on the Configuration > Report Types page:
- Report View: Case Adverse Events (SMQ/CMQ)
- Relationships: Add a relationship with the following settings:
- Select new entity: MedDRA Terms (SMQ/CMQ)
- Match Case Adverse Events (SMQ/CMQ) on: MedDRA > PT Code
- Match new entity on: MedDRA > PT Code
- Join type: Inner
Add Reports to Your Vault
To search for Cases that match SMQs or CMQs, you must add reports to your Vault.
Go to the Vault view, and then add the following reports on the Reports tab.
Search by Product Using Root Query
Add an SMQ/CMQ Search by Product Using Root Query report with the following settings:
- Report Label: SMQ/CMQ Multi-Pass Report
- Report Type: SMQ/CMQ Search
- Columns: Add the following columns:
- Case > Name
- Case > Serious
- Case > Expected
- Case Adverse Event > Event (MedDRA)
- MedDRA Query > Name
- MedDRA > Term (Code)
- Prompts: Add the following prompts:
Prompt Alias | Field | Condition |
---|---|---|
Organization | Case > Organization | equals |
Primary Suspect Product | Case > Product | equals |
Root-Level SMQ/CMQ | MedDRA Query > Root Query | equals |
Query Scope | MedDRA Criteria > Scope | in |
Search by Product Across Multiple Queries
Add an SMQ/CMQ Search by Product Across Multiple Queries report with the following settings:
- Report Type: SMQ/CMQ Search
- Columns: Add the following columns:
- Case > Name
- Case > Serious
- Case > Expected
- Case Adverse Event > Event (MedDRA)
- MedDRA Query > Name
- MedDRA > Term (Code)
- Prompts: Add the following prompts:
Prompt Alias | Field | Condition |
---|---|---|
Organization | Case > Organization | equals |
Primary Suspect Product | Case > Product | equals |
SMQs/CMQs | MedDRA Criteria > MedDRA Query | in |
Query Scope | MedDRA Criteria > Scope | in |
Search by Study Using Root Query
Add an SMQ/CMQ Search by Study Using Root Query report with the following settings:
- Report Type: SMQ/CMQ Search
- Columns: Add the following columns:
- Case > Name
- Case > Serious
- Case > Expected
- Case Adverse Event > Event (MedDRA)
- MedDRA Query > Name
- MedDRA > Term (Code)
- Prompts: Add the following prompts:
Prompt Alias | Field | Condition |
---|---|---|
Organization | Case > Organization | equals |
Study | Case > Study | equals |
Root-Level SMQ/CMQ | MedDRA Query > Root Query | equals |
Query Scope | MedDRA Criteria > Scope | in |
Search by Study Across Multiple Queries
Add an SMQ/CMQ Search by Study Across Multiple Queries report with the following settings:
- Report Type: SMQ/CMQ Search
- Columns: Add the following columns:
- Case > Name
- Case > Serious
- Case > Expected
- Case Adverse Event > Event (MedDRA)
- MedDRA Query > Name
- MedDRA > Term (Code)
- Prompts: Add the following prompts:
Prompt Alias | Field | Condition |
---|---|---|
Organization | Case > Organization | equals |
Study | Case > Study | equals |
SMQs/CMQs | MedDRA Criteria > MedDRA Query | in |
Query Scope | MedDRA Criteria > Scope | in |
Update Permission Sets
You must update permission sets to grant Admins access to modify MedDRA Queries, and users access to view them.
To edit permission sets, go to Users & Groups > Permission Sets. Go to the Objects tab on a permission set to modify object permissions.
Administrator Permission Set
Update the Administration permission set to enable the following permissions for the MedDRA Criteria > MedDRA Query Criteria object:
- Read
- Create
- Edit
- Delete
User Permission Sets
Update the following permission sets to enable the Read permission for the MedDRA Criteria > MedDRA Query Criteria object:
- Case Distribution Actions
- Case Entry Actions
- Case Intake Actions
- Case Review Actions
- Safety Operations Actions
- Safety Writer
- Submission Actions