Enable Manage Custom Dose Forms, Routes of Administration, and Units of Measurement

Learn how to configure your Vault to support custom Dose Forms, Routes of Administration, and Unit of Measurement values.

About the Feature

In addition to system-provided values, you can use two (2) new Dictionary actions to add, edit, deprecate, and delete custom Dose Forms, Routes of Administration, and Unit of Measurement values within Vault Safety. Once loaded, custom values are immediately available for intake, Case processing, and EDQM mapping. System-provided values cannot be changed.

Once you enable this feature, see Manage Custom Dose Forms, Routes of Administration, and Units of Measurement for more information.

Update Layouts

The following new fields are available for easy identification of and information on custom values:

  • Created By (dictionary): Identifies which user created the custom value
  • Deprecated: Indicates whether a value is available in picklists for intake, Case processing, and EDQM mapping. When set to Yes or True, the value is not available.
  • Last Modified By (dictionary): Identifies the person who last updated the custom value
  • System Managed: Indicates whether a value is system-provided or user-created. When set to Yes, the value is system-provided and cannot be changed.

Add the fields to the following objects and layouts:

Object Layout
Agency Unit of Measurement Agency Unit of Measurement Detail Page Layout
Dose Form Dose Form Detail Page Layout
Route of Administration Route of Administration Detail Page Layout
Unit of Measurement Unit of Measurement Detail Page Layout
  1. Go to Admin > Configuration > Objects > [object] > Layouts > [layout].
  2. Select Add and then select a field.
  3. Repeat step 2 for each field being added.
  4. Select Save.

Create Dictionary Records

Dictionaries enable you to upload CSV files with custom values and troubleshoot any issues. Create dictionaries for each of the following customizable values:

  • Agency Unit of Measurement
  • Dose Form
  • Route of Administration
  • Unit of Measurement

Use the following steps to create dictionaries:

  1. Go to Business Admin > Objects > Dictionaries.
  2. Select Create.
  3. In the Select Dictionary Type picklist, select a type and then select Continue.
  4. On the Create [Dictionary Type] page, enter a name for the dictionary in the Name field.
  5. Select Save.

Result

The dictionary is created with an Attachments section, where CSV files are uploaded for record management.

Create and Configure Custom Value Actions

You must create and then configure the Upsert Records and Delete Records actions.

Create Actions on the Dictionary Object

Complete the following steps to add the Upsert Records and Delete Records actions to the Dictionary object:

  1. Go to Admin > Configuration > Objects > Dictionary > Actions.
  2. Select Create.
  3. In the Select Action field, select Upsert Records and then Continue.
  4. On the Create Action page, select Save.
  5. Repeat steps 1–4 to add the Delete Records action.

Configure Actions on the Dictionary Object Lifecycle

Add the Upsert Records and Delete Records actions to the Dictionary object lifecycle for the following states:

  • Active
  • Error

Complete the following steps to add the actions:

  1. Go to Admin > Configuration > Object Lifecycles > Dictionary Lifecycle.
  2. In the States section, select a state.
  3. In the User Actions section, select Edit and then Create Rule.
  4. Select Perform with conditions.
  5. Select If Dictionary Type > includes > Agency Unit of Measurement, Dose Form, Route of Administration, Unit of Measurement.
  6. Under Allow the following actions, select the following:
    • Upsert Records and add an Action Label
    • Delete Records and add an Action Label
  7. Select Save.