Enable Inactivate Product & Study Registrations

Learn how to configure your Vault for making Product and Study Registrations inactive.

About the Feature

With the 24R1 release, Vault Safety enables setting Product and Study Registrations to a Deleted State state type so the Safety Rule Engine no longer considers them when determining a Case’s reportability. Previously, registrations were transitioned to the Inactive lifecycle state, which caused issues in some follow-up situations.

To use this feature, complete the configuration described below, then see Manage Products: Make a Product Registration Inactive and Manage Studies: Make a Study Registration Inactive for more information.

Add State, State Type, and User Actions to the Product Registration and Study Registration Lifecycles

You must add the Deprecated state, set it to the Deleted State state type, and add user actions so that states can be updated on the following object lifecycles:

  • Product Registration Lifecycle
  • Study Registration Lifecycle

Go to Admin > Configuration > Object Lifecycles > [lifecycle] to complete the configuration outlined below.

Add State and State Type

Use the following steps to add the Deprecated state and set it to the Deleted State state type for the Product Registration and Study Registration lifecycles:

  1. In the States section, select Create.
  2. On the New State page, complete the following steps:
    1. In the State Label field, enter “Deprecated” or a label of your choosing to distinguish this state from the existing Inactive state.
    2. Select Save.
  3. In the State Types section, select Create.
  4. On the Create State Type Association page, complete the fields as follows:
    • State Type: Select Deleted State.
    • State: Select Deprecated from the picklist.
  5. Select Save.

Add User Actions to the Active and Deprecated States

Complete the following steps so that Product Registration and Study Registration states can be updated:

  1. In the States section, select Active.
  2. In the User Actions section, select Edit.
  3. Select Create Rule and add the following action:
    • Always > Change State to > Deprecated
    • In the Action Label field, keep “Change State to Deprecated” or enter an action label of your choosing.
  4. Select Save and then return to the main page of the lifecycle.
  5. In the States section, select Deprecated.
  6. In the User Actions section, select Edit.
  7. Select Create Rule and add the following action:
    • Always > Change State to > Active
    • In the Action Label field, keep “Change State to Active” or enter an action label of your choosing.
  8. Select Save.