Enable Case Level Relatedness and Automatic SUSAR/SAE Tagging

Learn how to update your Vault’s configuration to enable the Case-level relatedness and SUSAR/SAE tags feature.

About the Feature

Case-level relatedness was added in Vault Safety 20R1.

This feature introduces the ability to view the Relatedness for the primary assessment at the Case-level.

In addition, new and revised Case Assessments and Cases that meet the appropriate seriousness criteria are automatically tagged as a SUSAR or SAE to aid in ad-hoc reports and data analysis.

Once this feature is enabled, for more information about this feature, refer to the following pages:

• Enter Case Data describes the Relatedness field and the new SUSAR and SAE tags.
• Enter a Case Assessment describes how the Causality Established field on the Assessment Result object rolls up to the Case Relatedness field.

Update the Case Layout

Follow the instructions below to update the Case Page Layout with section controls. Section controls are denoted by the Section Control () icon.

1. Go to Admin > Configuration > Objects > Case > Case Page Layout.
2. In the Details section, add the Relatedness field.
3. If not already present on the layout, insert the Case Assessments section control with the following information:
   • Section Label: Assessments
   • Section Name: case_assessment_control
4. Select Done.
5. If not already present on the layout, insert the **Case Assessment Results88 section control with the following information:
   • Section Label: Assessment Results
   • Section Name: case_assessment_result_control
6. Select Done.
7. Select Save.

Display Relatedness in Case Hovercard

1. Go to Objects > Case > Fields, and then open the Relatedness field.
2. Make sure the Display in default lists and hovercards option is enabled.

Update Controlled Vocabularies

1. Enable Controlled Vocabulary User Actions to be able to activate and deactivate Controlled Vocabulary records.
2. Deactivate any records with the E2B Default Values field set to No or Null, for the following Controlled Vocabularies types:
   • Case Assessment Method
   • Case Assessment Result
   • Case Assessment Source

Configure Controlled Vocabularies provides more information on managing Controlled Vocabulary records.

Update Triage Workflows

In Vault Safety 19R3 and earlier, the SUSAR and SAE tags were set through Triage workflows. In 20R1 and later, Vault updates the SUSAR and SAE tags automatically when a Case meets SUSAR or SAE criteria. However, you must update your Vault’s workflow configuration to make this change visible.

Go to Configuration > Object Workflows, and then perform the following steps on the Case Triage and Case Triage (Follow-Up) workflows.

1. In both the Case Triage and Case Triage (Follow-Up) workflows, remove the following workflow steps:
   • Decision: Is Study?
   • Update Record Field: SUSAR
   • Update Record Field: SAE
   
   
2. Link the steps that were before and after the deleted steps to make sure the workflow is valid.
   For example, in the Case Triage workflow you may need to update the Set Expedited step to set the next step to Start Case Entry.