You can compare Inbox Item data to previous Case versions when creating follow-up Cases.
Note: Depending on your Admin’s configuration, object, field, and section labels, lifecycle states, and workflows may differ from the general information on this page. Refer to your organization’s business processes for guidance.
About Inbox Item Follow-Up
When you promote an Inbox Item to a follow-up Case, you can compare all the data from the Inbox Item with the data on the previous Case version. the Inbox Item to Case Compare page appears when you select Compare Details on the Potential Matches page.
While reviewing the data, you decide how information from an Inbox Item is merged with the previous Case version to create the follow-up Case. You can compare data from standard and custom fields at the Case level as well as from child records (such as Case Adverse Events).
Prerequisite
To use the Inbox Item Follow-up feature, your Admin must enable Inbox Item Follow-Up Case Compare.
Optional Configuration
To align with your organization’s business process, your Admin may configure:
- Case promotion for an Inbox Items with mismatching WWUIDs: By default, to promote an Inbox Item to a follow-up Case, the WWUID on the Inbox Item must match the WWUID on the Case. However, your Admin can configure your Vault to allow mismatched WWUIDs. If the WWUID value on the Inbox Item is not found in a Case Identifier on the matching initial Case, Vault snapshots the Inbox Item WWUID to a Case Identifier upon promotion to a follow-up Case.
- Isolate blinded clinical trial information: If your Admin has configured your Vault to isolate blinded Product information on clinical trial study Cases, see additional considerations when completing these actions.
PMDA Considerations
For information on how Vault maps Japan-specific objects and fields when creating a Follow-up Case from an imported file, see PMDA E2B(R3) Case Import.
Inbound Transmissions
After follow-up Case promotion, Vault creates an Inbound Transmission record if none exists on the related Inbox Item. You can also see the audit trail on a Case to view the changes.
Inbox Item Follow-Up Change Log
Upon creating a follow-up Case, Vault attaches a change log to the Inbound Transmission. The change log displays the fields that were changed during the merge and the action taken. For domestic follow-up Cases, the change log displays both the global and localized fields that were changed.