# Enable MedDRA Bulk Recode Cases

Learn how to update your Vault's configuration to enable the bulk recode feature for Cases.

## About the Feature

Vault Safety now supports bulk recoding of MedDRA-coded terms when MedDRA Dictionary updates are released. Using MedDRA Bulk Recode makes the process of updating Cases more efficient and accurate. Changes can be previewed and validated before they are committed, and are tracked in Case audit trails.

Once enabled, for more information about using this feature, see <a href="/en/lr/01183/">Bulk Recode MedDRA-Coded Terms</a> for more information.

### 24R3 Update: MedDRA Bulk Recode Without Case Upversioning {#r243}

With the 24R3 release, you can configure your Vault so that the _Preview Bulk Recode_ and _Run Bulk Recode_ actions apply to all _Case_ versions, including the latest version. To support this feature, you must add the _Dictionary Bulk Action Scope_ field to the [_Dictionary Bulk Action_ object layout][1].

## Configure Dictionary Bulk Actions

To enable MedDRA Bulk Recoding, you must add the _Preview Bulk Recode_ and _Run Bulk Recode_ actions to the _Dictionary Bulk Action_ object.

1. Go to **Admin > Configuration > Objects > Dictionary Bulk Action > Actions**.
2. Add both the _Preview Bulk Recode_ and _Run Bulk Recode_ actions.
3. (Recommended) Go to **Configuration > Object Lifecycles > Dictionary Bulk Action Case Lifecycle > States > Active**.
    * Add both the **Preview Bulk Recode** and **Run Bulk Recode** actions.

## Add and Configure the Dictionary Bulk Action Layout {#dba-layout}

1. Go to **Admin > Configuration > Objects > Dictionary Bulk Action > Layouts**.
2. Create the **Dictionary Bulk Action Detail Page Layout**.
3. Configure the **Dictionary Bulk Action Detail Page Layout** as shown below.
4. To support the [MedDRA Bulk Recode Without Case Upversioning feature][2], add the _Dictionary Bulk Action Scope_ field to the _Case Inclusion Criteria_ section.
5. Select **Save**.

<table>
  <col style="width:20%">
  <col style="width:50%">
  <col style="width:30%">
  <thead>
    <tr>
      <th>Section</th>
      <th>Settings</th>
      <th>Fields/Columns</th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td><em>Details</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Detail Form</em></li>
          <li><strong>Section Label</strong>: <em>Details</em></li>
          <li><strong>Section Name</strong>: <code>details__c</code></li>
          <li><strong>Section Layout</strong>: <em>Detail Form - Two Columns</em></li>
        </ul>
      </td>
      <td>
        <ul>
          <li><em>Name</em></li>
          <li><em>Dictionary</em></li>
          <li><em>Replacement MedDRA Version</em></li>
          <li><em>Bulk Action Status</em></li>
        </ul>
      </td>
    </tr>
    <tr>
      <td><em>Case Inclusion Criteria</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Detail Form</em></li>
          <li><strong>Section Label</strong>: <em>Case Inclusion Criteria</em></li>
          <li><strong>Section Name</strong>: <code>case_inclusion_criteria__c</code></li>
          <li><strong>Section Layout</strong>: <em>Detail Form - Two Columns</em></li>
        </ul>
      </td>
      <td>
        <ul>
          <li><em>Organization</em></li>
          <li><em>Case State</em></li>
          <li><em>Report Type</em></li>
          <li><em>Study Type</em></li>
          <li><em>Study</em></li>
        </ul>
      </td>
    </tr>
    <tr>
      <td><em>Case Comments</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Related Object</em></li>
          <li><strong>Related Object</strong>: <em>Localized Case Comment</em></li>
          <li><strong>Section Label</strong>: <em>Case Comments</em></li>
          <li><strong>Section Name</strong>: <code>case_comments__c</code></li>
        </ul>
      </td>
      <td>
        <ul>
          <li><em>Name</em></li>
          <li><em>Comments Label</em></li>
          <li><em>Comments Text</em></li>
          <li><em>Case Product Registration</em></li>
        </ul>
      </td>
    </tr>
    <tr>
      <td><em>Attachments</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Attachments</em></li>
          <li><strong>Section Label</strong>: <em>Attachments</em></li>
        </ul>
      </td>
      <td>
      </td>
    </tr>
    <tr>
      <td><em>Workflow Timeline</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Workflow Timeline</em></li>
          <li><strong>Section Label</strong>: <em>Workflow Timeline</em></li>
        </ul>
      </td>
      <td>
      </td>
    </tr>
    <tr>
      <td><em>System Information</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Detail Form</em></li>
          <li><strong>Section Label</strong>: <em>System Information</em></li>
          <li><strong>Section Name</strong>: <code>system_information__c</code></li>
          <li><strong>Section Layout</strong>: <em>Detail Form - Two Columns</em></li>
        </ul>
      </td>
      <td>
        <ul>
          <li><em>Last Modified Date</em></li>
          <li><em>Last Modified By</em></li>
          <li><em>Created Date</em></li>
          <li><em>Created By</em></li>
        </ul>
      </td>
    </tr>
  </tbody>
</table>

## Recommended: Update Layout Rules for Dictionary Bulk Actions

Optionally, add a layout rule so that the _Study_ and _Study Type_ fields appear only for _Study Cases_.

1. Go to **Admin > Configuration > Objects > Dictionary Bulk Action > Layouts > Dictionary Bulk Action Detail Page Layout**.
2. Select **Layout Rules**.
3. On the _Layout Rules_ page, select **Create** to add rules with the following details:
    * **Label:** `MedDRA Bulk Recode`
    * **Name:** `meddra_bulk_recode`
4. Under _Hide the following Page Layout Items_:
    * For **Type**, select **Fields**.
    * For **Values**, select **Study** and **Study Type**.
5. Under _IF this Layout Rule Expression is TRUE_, add the following expression: `report_type__vr.name__v != 'Study'`
6. Select **Save**.

## Recommended: Filter the Dictionary Bulk Actions Study Type Field

Optionally, add a filter so that the options in the _Study Type_ picklist are based on the _Organization_ and the selection in the _Study_ field.

1. Go to **Admin > Configuration > Objects > Dictionary Bulk Action > Fields > Study**.
2. Select **Edit**.
3. In the _Constrain Records in Referenced Object_ section, update the **Criteria VQL** field to include organization and study type with the following VQL:<br>`organization__v = {{this.organization__v}} AND study_type__v = {{this.study_type__v}}`
4. Select **Save**.

## Update the MedDRA Dictionary Layout for Dictionary Bulk Recode

1. Go to **Admin > Configuration > Objects > Dictionary > Layouts > MedDRA Detail Page Layout**.
2. Insert the **Dictionary Bulk Action** related object section.
3. In the _Dictionary Bulk Action_ section, select **Edit Columns**, and then add the **Bulk Action Status** and **Replacement MedDRA Version** columns.
4. Select **Save**.

[1]: #dba-layout
[2]: #r243