Configure the Auto-Generate Case Forms with Case Closure Job

Learn about the automatic generation of CIOMS I forms for Closed Cases.

About the Auto-Generate Case Forms with Case Closure Job

You can configure your Vault to generate CIOMS I forms automatically for any Cases set to the Closed state on the preceding day. For example, if the job runs on November 23, 2024, at 3:00 AM EST, forms are generated for all Cases set to Closed between 12:00:00 AM and 11:59:59 PM EST on November 22, 2024.

When turned on, this job generates forms each day at your configured time. Both unmasked and masked forms are generated.

CIOMS I Form Generation

Auto-generated CIOMS I forms are version-controlled and populated as follows:

If the Case Number includes a previously generated CIOMS I form that is not for the latest Case version, the system generates a new minor version and updates that on the Case. The Case field on the new form is set to the current Case version.
If the Case does not include any CIOMS I forms, a form is generated for the latest Case version.
When generating CIOMS I Masked forms, the Redacted field is set to Yes.
When generating CIOMS I Masked forms, if the Study Case version’s Blind Protection field is set to On, the expected study content is blinded.

Note: If you configure the Case Closure Job for Case Collections for CIOMS I reports, Vault will not generate new documents for most Cases because they will not meet the document generation criteria. Instead, Vault adds documents to existing Case Collection binders, if the documents are not already there.

Configure the Auto-Generate Case Forms with Case Closure Job

Complete the following steps to configure this feature in your Vault:

Go to Admin > Operations > Job Definitions.
Select Auto-Generate Case Forms with Case Closure.
Select Edit.
In the Status field, select Active.
(Optional) Update the Job Owner and Time fields.
Select Save.

Result

The Auto-Generate Case Forms with Case Closure job generates forms each day at the specified time. Generated forms can be viewed on each Closed Case or in the Vault Library.