Enable Product Families and Inactive Ingredients for Business Admin Use

Learn how to update your Vault’s configuration to enable working with Product Families and Inactive Ingredients as part of your data setup.

About the Feature

To support more efficient organization, maintenance, and reporting of products, you can now set up Product Families, indicating Therapeutic Area, and Inactive Ingredients with one or more Inactive Ingredient Registrations. Using Product Families enables grouping an Organization’s products with the same substance into sets. Adding Inactive Ingredients and Inactive Ingredient Registrations supports reporting.

Create the Product Family Layout

  1. Go to Admin > Configuration > Objects > Product Family > Layouts.
  2. Create the Product Family Detail Page Layout.
  3. Configure the Product Family Detail Page Layout with the following sections and fields:
    • Section: Details
      • Organization
      • Name
    • Section: Workflow Timeline
    • Section: System Information
      • Last Modified By
      • Last Modified Date
      • Lifecycle
      • Lifecycle State
      • Created Date
      • Created By
      • Status

Create the Inactive Ingredient Layout

  1. Go to Admin > Configuration > Objects > Inactive Ingredient > Layouts.
  2. Create the Inactive Ingredient Detail Page Layout.
  3. Configure the Inactive Ingredient Detail Page Layout with the following sections and fields:
    • Section: Details
      • Organization
      • Inactive Ingredient Name
    • Section: Workflow Timeline
    • Section: System Information
      • Last Modified By
      • Last Modified Date
      • Lifecycle
      • Lifecycle State
      • Created Date
      • Created By
      • Status

Add the Inactive Ingredient Registration Layout

  1. Go to Admin > Configuration > Objects > Inactive Ingredient Registration > Layouts.
  2. Create the Inactive Ingredient Registration Detail Page Layout.
  3. Configure the Inactive Ingredient Registration Detail Page Layout with the following sections and fields:
    • Section: Details
      • Product Registration
      • Inactive Ingredient
    • Section: Workflow Timeline
    • Section: System Information
      • Last Modified By
      • Last Modified Date
      • Lifecycle
      • Lifecycle State
      • Created Date
      • Created By
      • Status

Update Product Registration Layouts to Include Inactive Ingredient Registrations

  1. Go to Admin > Configuration > Objects > Product Registration > Layouts.
  2. Select the Product Registration Detail Page Layout.
  3. Select Insert Section, and insert the Inactive Ingredient Registrations Related Object section.
    • Optionally, in the Creation Option section, select Create record in pop-up dialog.
  4. Select Done.
  5. On the Product Registration Detail Page Layout, move the Inactive Ingredient Registrations section above the System Information section. To rearrange sections, drag and drop.
  6. Select Save.