Configure Workbench Pregnancy Annex 3 Aggregate Reports

Workbench provides Pregnancy Annex 3 table generation capabilities as part of pregnancy aggregate reporting. Vault generates the following standard Pregnancy Annex 3 tabulations and line listings, with support for masked and unmasked versions of each:

  • Pregnancy Event Line Listing
  • Pregnancy Case Line Listing
  • Pregnancy Annex 3 Maternal Tabulation
  • Pregnancy Annex 3 Paternal Tabulation

Overview

To configure Pregnancy Annex 3 aggregate reports:

  1. Copy each preconfigured Pregnancy Annex 3 Workbench View.
  2. Configure view dependencies for each copied Workbench View.
  3. Create Workbench Report Definitions for each report.
  4. Create an Aggregate Reporting Group to identify the Products and Studies to include in each report.

Copy the Pregnancy Annex 3 Views

To configure Workbench Pregnancy Annex 3 aggregate reporting, we recommend you copy each Pregnancy Annex 3 Workbench View. These copied Workbench Views act as a baseline for any future Workbench View updates, allowing you to identify and implement changes to your Pregnancy Annex 3 Workbench Views as appropriate for your organization.

To copy a Pregnancy Annex 3 Workbench View:

  1. Navigate to Business Admin > Objects > Workbench Views.
  2. Search for the desired Pregnancy Annex 3 Workbench View.
  3. Copy the desired Workbench View.
  4. From the Create Workbench View page, populate the fields as follows, then select Save:
    • Name: Enter a name for the Pregnancy Annex 3 view
    • API Name: Enter an API name ending in __c
    • Description: Enter a description for the Pregnancy Annex 3 view
  5. In the Hierarchical Copy Option dialog that appears, select the Copy Related Records checkbox, then select Save.

Pregnancy Annex 3 Workbench Views and Pregnancy Annex 3 Reports

Each preconfigured Pregnancy Annex 3 Workbench View maps to a masked or unmasked version of a Pregnancy Annex 3 tabulation, line listing, or log-type report as follows:

Pregnancy Annex 3 Workbench View Name Report Name
Pregnancy Annex 3 Case Product Dosages N/A—used to improve performance of line listings.
Pregnancy Annex 3 Principal N/A—used for configuring Workbench View Dependencies
Pregnancy Annex 3 Principal > Latest N/A—used for configuring Workbench View Dependencies
Pregnancy Annex 3 Principal > Latest > Event Line Listing Pregnancy Event Line Listing
Pregnancy Annex 3 Principal > Latest > Case Line Listing Pregnancy Case Line Listing
Pregnancy Annex 3 Principal > Latest > Maternal Outcome Tabulation Pregnancy Annex 3 Maternal Tabulation
Pregnancy Annex 3 Principal > Latest > Paternal Outcome Tabulation Pregnancy Annex 3 Paternal Tabulation

Configure View Dependencies

To configure view dependencies, start with copies of the following views:

  • Pregnancy Annex 3 Principal
  • Pregnancy Annex 3 > Latest Version

For each copied Workbench View that corresponds to a report, configure the Workbench View Dependency field to map to its corresponding parent view:

  1. Search for and navigate to the copied Pregnancy Annex 3 Workbench View.
  2. In the Dependent Views section, on the existing Dependent View record, select Actions > Edit.
  3. Based on the copied Workbench View you are editing, select a Dependent View, then select Save:
    • Pregnancy Annex 3 Principal > Latest Version: Select the copied Pregnancy Annex 3 Principal
    • All report-specific views: Select the copied Pregnancy Annex 3 Principal > Latest Version
    • Pregnancy Annex 3 Principal: Not applicable; this view has no dependencies.
  4. Repeat steps 1-3 for all copied Workbench Views.

Create Workbench Report Definitions

To allow users to generate Pregnancy Annex 3 Workbench aggregate reports, you must create Pregnancy Annex 3 Workbench Report Definitions. When you create a Workbench Report Definition, the Workbench View you configure determines which Pregnancy Annex 3 report Vault creates when a user generates Workbench Reports.

We recommend you create a Workbench Report Definition for each of your copied Pregnancy Annex 3 Workbench Views.

To create a Workbench Report Definition:

  1. Navigate to Workbench Admin > Report Definitions.
  2. Select Create.
  3. From the Create Report Definition page, populate the Properties fields as follows:
    • Name: Enter a name for the Workbench Report Definition
    • Workbench View: Select the Workbench View you created based on the preconfigured view
    • Report Category & Report Subcategory: These fields are optional
    • API Name: Enter an API name ending in __c
  4. In the Layout section, select Select Fields to define the fields that will appear on any resulting Workbench Reports, then select Confirm. Optionally, replicate the field order of the relevant Pregnancy Annex 3 report.
  5. Select Save.
  6. (Optional) To customize the layout of your Workbench Report:
    1. In Vault, navigate to the Workbench Report Definition and select Edit.
    2. In the Excel Template field within the Advanced Options section, upload the relevant Pregnancy Annex 3 Excel template.
    3. Select Save.

Create an Aggregate Reporting Group

Create an Aggregate Reporting Group to identify the Products and Studies that the Workbench Report Set should consider.