Enable Case Data Validations and Always Evaluate Criteria

Learn how to configure your Vault to enable Case data validation without an E2B submission format.

About the Feature

With the 22R2 release, Safety can validate case data without an E2B submission format. It can also evaluate validation criteria regardless of reportability (for example, submissions to health authorities). See Case and Submission Validation for more information on validating case data.

The following steps describe how to enable this feature in your Vault.

Update Validation Criteria to Show the Always Evaluate Field

Navigate to Admin > Configuration > Objects > Validation Criteria > Fields > Always Evaluate and set the Display in Default Lists and Hovercards option.

Reorder the Validation Criteria List Layout

Navigate to Admin > Configuration > Objects > Validation Criteria > List Layout and reorder the Validation Criteria list layout as follows:

  • Name
  • Always Evaluate
  • Agency
  • Conformance
  • Data Element
  • Data Element Name
  • Evaluation Level
  • File Format
  • Vault Field
  • Vault Object
  • Supersedes
  • Superseded Conformance

Update the Validation Criteria Layout

Navigate to Admin > Configuration > Objects > Validation Criteria > Layouts and configure the layout as follows:

  • Name
  • Source
  • Always Evaluate
  • Agency
  • Conformance
  • Data Element
  • Data Element Name
  • File Format
  • Evaluation Level
  • Result Status Type
  • Vault Object
  • Vault Field
  • Rule Version
  • Rule Formula
  • Rule Formula Format

Turn on the Always Evaluate option for the Validation Criteria

Navigate to Business Admin > Validation Criteria.

For each of the following validation criteria1, turn on the Always Evaluate option:

  • ICH.C.1.3-1
  • ICH.C.1.3-2
  • ICH.C.1.4-1
  • ICH.C.1.4-2
  • ICH.C.1.4-3
  • ICH.C.1.5-1
  • ICH.C.1.5-2
  • ICH.C.1.5-3
  • ICH.C.2.r.3-1
  • ICH.C.2.r.3-2
  • ICH.C.5.4-1
  • ICH.C.5.4-2
  • ICH.D.1
  • ICH.E.i.4-1
  • ICH.E.i.4-2
  • ICH.E.i.7-1
  • ICH.E.i.7-2
  • ICH.G.k.1-1
  • ICH.G.k.1-2
  • ICH.G.k.2.2
  • ICH.D.10.2.1-1
  • ICH.D.10.2.1-2
  • ICH.D.10.7.1.r.2-2
  • ICH.D.10.7.1.r.4-2
  • ICH.D.10.8.r.5-2
  • ICH.D.2.1-2
  • ICH.D.6-2
  • ICH.D.7.1.r.2-2
  • ICH.D.8.r.4-2
  • ICH.D.8.r.5-2
  • ICH.D.9.1-2
  • ICH.E.i.5-2
  • ICH.G.k.2.3.r.3a-1
  • ICH.G.k.2.3.r.3b-2
  • ICH.G.k.4.r.1a
  • ICH.G.k.4.r.1b
  • ICH.G.k.4.r.4-2
  • ICH.G.k.4.r.5-2
  • ICH.G.k.4.r.6a
  • ICH.G.k.4.r.6b
  • ICH.G.k.5a
  • ICH.G.k.5b
  • ICH.G.k.6a
  • ICH.G.k.6b
  • ICH.G.k.9.i.3.1a
  • ICH.G.k.9.i.3.1b
  • ICH.G.k.9.i.3.2a
  • ICH.G.k.9.i.3.2b
  • ICH.H.1