Enable Case Processing for Over-the-Counter (OTC) Drugs, Cosmetics, Nutritionals, and Non-Physical Devices

Learn how to enable Case processing for Over-the-Counter (OTC) drugs, cosmetics, nutritionals, and non-physical devices.

About the Feature

Vault Safety now supports Case processing for the following new Product Types: OTC Drugs, Cosmetics, and Nutritionals. You can create new Product records using these Product Types. In addition, Products can now include multiple Product Registrations for different Product Types to support agency-specific reporting requirements.

For details on setting up Products with the new Product types, see Manage Products: Create Products.

Update the Product Detail Page Layout for Product and Product Type

1. Go to Admin > Configuration > Objects > Product > Layouts.
2. Select the Product Detail Page Layout.
3. In the Registrations section, select Edit Columns and add the Product and Product Type columns.
   
4. Save the updated layout.

Create the Case Product Company Product Detail Page Layout

1. Go to Admin > Configuration > Objects > Case Product > Layouts.
2. Select Create.
3. On the Add Layout page, select Company Product from the Object Type picklist, and then select Create.
4. On the Case Product: Record Name page, configure the sections and fields as shown below. Some fields are field controls, which are denoted by a () symbol and can also be seen in the screenshot below. To rearrange sections and fields, drag and drop.

Update the Case Product Related Object to Include Company Product

1. Go to Admin > Configuration > Objects > Case > Layouts.
2. Select the Case Page Layout.
3. On the right side of the Products section, select the pencil icon.
4. On the Edit Related Object Section page, update the Criteria VQL field to include company product with the following VQL: object_type__vr.api_name__v CONTAINS ('device__v', 'biologic__v', 'drug__v', 'external__v', 'company_product__v')
   
5. Select Done.
6. Save the page.