With the 22R1 release, Veeva Safety supports automated case promotion for initial and follow-up cases. Vault can verify whether an Inbox Item received from an external system is valid for promotion and offers various merge methods based on seriousness. See Automated Case Promotion for more information.
Note: Automated Case Promotion and Auto-Translation Framework for Local Intake are not compatible. You can enable both features in your Vault, but each inbound Transmission Profile can use only one. If you enable both on a Transmission Profile, Vault prioritizes Case promotion and does not send translation requests.
Updates
We have added the following update to this feature:
- Automated Case Promotion for Non-Cases: With the 23R2 release, Veeva Safety supports Automated Case Promotion for non-cases. For example, cases that do not need to be reported to any Health Authorities.
Prerequisites
To use this feature, you must enable the Merge to Active Case Version setting and specify the applicable Prohibited States for the intake setting.
Configure the Transmission Profile Object
We recommend using the standard layouts for the Transmission Profile object, which includes the following fields in the Inbound Settings section:
- Enable Auto Promote
- Non Serious Merge Method
- Serious Merge Method
Update Transmission Profiles
You must populate the following fields on the application Transmission Profiles to specify automatic promotion and merge method parameters:
- Enable Auto Promote
- Non Serious Merge Method
- Serious Merge Method
Configure Automated Case Promotion for Non-Cases
When configured, users can promote non-case Inbox Items. To configure this action for users, you must first assign the Auto-Promote to Case action to the Inbox Item object. Depending on your business needs, you can:
- Add this action as a user action to the applicable states of the the Inbox Item lifecycle.
- Add this action as a custom workflows in the Local Adaptation workflow. If applicable, you may need to create a custom lifecycle state for non-cases.