With the 22R1 release, Veeva Safety supports merging an Inbox Item to an in-flight Case. See Merge to In-Flight Case for more information about this feature.
Configure Intake Settings
You must configure the following intake settings:
- In the Follow-Up Options section, ensure the Prohibited States include:
- Data Entry
- Triage
- In the Allow Merge Into Active Case section:
- Enable the Merge to Active Case Version setting
- Ensure the Prohibited States include:
- Superseded
- Invalid
- Duplicate
- Rejected
- Approved
- Closed
- Nullified
- Unblinding
- Vioding
- Voided
- End of Study Unblinding
- QC
- Medical Review
- Unblinded
- Nullifying
- Select the Require user performing merge to have edit access to target case checkbox
- In the Allow Mark Follow-up section, ensure the Prohibited States include:
- Superseded
- Invalid
- Duplicate
- Rejected
- Approved
- Closed
- Nullified
Configure the Unmark Follow-Up Action on the Inbox Item
Assign the Unmark Follow-Up action to the Inbox Item object and configure it as an user action on the Create Case and Unmark Follow-up states of the object’s lifecycle.
Configure Inbox Item Lifecycle Roles
Update the Inbox Item lifecycle roles as follows:
- Add Read permission for the following:
- Data Entry
- ICSR Approver
- Intake
- Medical Reviewer
- Add Edit permission for the following:
- Data Entry
- Intake
Configure the Update Field Action on the Case
Update the Update field entry action on the Closed lifecycle state of the Case object:
- Navigate to Admin > Configuration > Object Lifecycles > Case Lifecycle.
- In the States section, select Closed.
- In the Entry Actions section, select Edit.
- For the Update field action, update the Set to value formula for the Version field to
floor(version__v + 1). - Select Save.
Configure the Case Layout
We recommend using the standard layouts for the Case object, which includes a related object section for Inbox Items in Marked as Follow-Up state.