# Enable Inbox Items

This article provides instructions to update your Vault configuration to use <a href="/en/lr/760903/">_Inbox Items_</a>. 

### 26R1 Update: Automatic Inbox Item Creation for Adverse Event Report Documents 

With the 26R1 release, Vault automatically generates _Inbox Items_ when users upload _Case > Source > Adverse Event Report_ classified documents. Vault generates the _Inbox Item_ when the uploaded document <a href="/en/lr/3815/">renders</a> and populates the _Inbox Item_ document field so users can navigate to the generated record. Vault generates _Inbox Items_ for <a href="/en/lr/01139/#aer">supported file formats</a>. To turn this functionality off, enable the <a href="/en/lr/740208/#intake">_Disable Automatic Intake of AER Documents_ intake setting</a>.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: This feature is only available in Vaults using Veeva AI for Safety.</p>
    </div>
  </div>
</div>



### <a id="24r3"></a>24R3 Update: Report Type & Seriousness

With the 24R3 release, users can view and filter the _Report Type_ and _Seriousness_ fields on the _Inbox Item_ object record list page. To allow users to modify the _Report Type_ field directly from the _Inbox Item_ <a href="/en/lr/44069/">object record list page</a>, you must assign _Edit_ permission for applicable <a href="/en/lr/22824/">permission sets</a> for the object field.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: Vault does not populate these fields on <em>Inbox Items</em> created prior to 24R3.</p>
    </div>
  </div>
</div>



## Inbox Item Layout
 
We recommend <a href="/en/lr/26387/#save-as-layout">copying</a> the standard _Inbox Item_ object layout and customizing it as needed.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: Vault does not support custom validation rules on the <em>Inbox Item</em> object or regional fields, such as those required for the PMDA, MFDS, and NMPA.</p>
    </div>
  </div>
</div>



## Grant Delete Permissions for the Intake Role {#enable-inbox-items-grant-delete-permissions}

Update <a href="/en/lr/22824/">permissions</a> to allow intake users to delete the _Products_, _Events_, and _Reporter_ types of _Contacts_ sections on _Inbox Items_ in the _Verification_ state. 

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: These permissions do not allow users to delete <em>Inbox Items</em>.</p>
    </div>
  </div>
</div>



### Update Case Intake Actions Permission Set

1. Navigate to **Users & Groups > Permission Sets > Case Intake Actions > Objects**.
2. Select **Edit**.
3. Beside **Inbox Item**, select the **Delete** checkbox.
4. Select **Save**.

### Update Inbox Item Lifecycle Security 

1. Navigate to **Configuration > Object Lifecycles > Inbox Item Lifecycle**.
2. In the _Roles_ section, select **Edit**.
3. Expand the **Intake** role.
4. Beside _Verification_, select the **Delete** checkbox.
5. Select **Save**.
