Learn how to configure your Vault to support entering nullification and amendment reasons on Cases.
About the Feature
Vault Safety supports Case-level reasons for amendments and nullifications. This feature allows Case Processors to enter this value once at the Case level, improving efficiency and compliance. When available, this data is exported to E2B files.
After configuring this feature, see Enter Case Data: Details Section for more information.
Add the Transmission Reason Fields to the Case Layout
Complete the following steps to enable entering nullification and amendment reasons at the Case level for Transmissions:
- Go to Admin > Configuration > Objects > Case > Layouts > Case Page Layout.
- In the Details section, add the following fields:
- Transmission Reason
- Transmission Reason Text
- Select Save.
Grant Permissions
Ensure your permissions sets are granted the appropriate level of access to objects and fields according to your organization’s process. Grant permissions for this feature using the following steps:
- Go to Admin > Users & Groups > Permission Sets > Case Entry Actions > Objects > Case.
- In the Object Field Permissions section, select Edit.
- Select the Edit checkbox for the following fields:
- Transmission Reason
- Transmission Reason Text
- Select Save.