# Enable Create and Export Case and Safety Report Collections

Learn how to configure your Vault for generating exportable Safety report collections.

## About the Feature

With the 24R1 release, to support reviewing and reporting on groups of _Cases_,  Safety includes _Case Collections_ and the export of multiple E2B(R3) and CIOMS I forms at once. Upon document generation, forms are organized into binders, facilitating easy downloading and sharing of safety reports with partners or relevant health authorities. Additionally, you can configure your Vault to generate CIOMS I forms for all _Closed Cases_ daily.

Complete the procedures on this page to enable this feature in your Vault. Then, see <a href="/en/lr/680212/">Manage Case and Safety Report Collections</a> and <a href="/en/lr/680213/">Configure the Auto-Generate Case Forms with Case Closure Job</a> for more information.

### 25R2 Update: Generate Case Collections by Case Version {#update-note}

With the 25R2 release, Vault supports generating safety reports for either the latest _Case_ version or all _Case_ versions in a _Case Collection_. Previously, Vault could generate safety reports only for the latest _Case_ version. See [(25R2) Configure Case Collection: Generate for Specific Case Version][1] to configure your Vault for the updated feature. For more information on using this feature, see <a href="/en/lr/680212/">Manage Case and Safety Report Collections</a>.

## Configure Security for Case Collection Binders

Grant access to the **Case Collection Binder** document type as follows:

1. Go to **Admin > Configuration > Document Types**.
2. On the **Case Binder (case_binder__v) > Case Collection Binder (case_collection_binder__v)** document type, select the **Actions** menu and then select **Edit Details**.
3. Go to the **Security** tab and use the **Create Binder Permission** picklist to add groups who should have access to Case Collection binders.
4. Select **Save**.

## Configure Shared Document Fields

Add the **Case Collection** field to the **CIOMS I** and **E2B(R3)** document classifications with field dependencies as follows:

1. Go to **Admin > Configuration > Document Fields**.
2. Expand **Base Document > Case > Individual Case Safety Reports (ICSR)**.
3. Select **CIOMS I** and then select **Add > Existing Shared Field** to add the **Case Collection (case_collection__v)** field.
4. Repeat step 3 for the **E2B(R3)** document classification.
5. Go to **Admin > Configuration > Field Dependencies**.
6. Select **Create** and complete the following steps:
   1. On the **Select the Dependency Rule Type** dialog, configure the following details:
      * Select **Controlled by document type**
      * **Type:** Case
      * **Subtype:** Individual Case Safety Reports (ICSR)
      * **Classification:** CIOMS I
   2. Select **OK**.
   3. On the **Create Field Dependency** page, set the following dependency rule:
      * **Field > Case Collection > Is hidden**
   4. Select **Save**.
7. Repeat step 6 for the **E2B(R3)** document classification.

## Configure Generate Case Collections Actions

Use the sections below to add the following actions:

* **Generate CIOMS I Masked Collection**
* **Generate CIOMS I Unmasked Collection**
* **Generate E2B R3 Collection**

### Add User Actions to the Case Object

Complete the following steps to add the user action to the **Case** object:

1. Go to **Admin > Configuration > Objects > Case > Actions**.
2. For each of the actions listed above, select **Create**, select the action from the picklist, and then select **Continue**.
3. On the **Create Action** page, we recommend selecting the **Available in All Lifecycle States** checkbox. If this does not align with your organization's standard procedures, do not select the checkbox and see <a href="#select-states">Configure the User Actions on Select States</a> after completing step 4 of this procedure.
4. Select **Save**.
5. On the **Atomic Action Security Defaults** dialog, **Execute** is selected for all lifecycle states by default. For states you do not want the action to be available on, select **Hide** or **View**.
6. Select **Save**.
7. Go to the **Object Types** tab, select **Actions**, and then in the **All Actions** menu, select **Edit Object Type Actions**.
8. Based on your business process, for applicable object types, select the checkbox for each of the new actions and then select **Save**.

### <a id="select-states"></a>Configure the User Actions on Select States

To configure the generate Case Collections user actions on specific lifecycle states only, after creating the actions on the **Case** object (steps 1–4 above), complete the following steps:

1. Go to **Admin > Configuration > Object Lifecycles > Case Lifecycle**.
2. In the **States** section, select a state.
3. In the **User Actions** section, select **Edit**.
4. Select **Create Rule** and then save each action with the configuration that follows your organization's process.
5. Within each lifecycle state, the **Atomic Security: Actions** setting for each action defaults to **Execute**. Adjust the settings as needed according to your organization's process.

## Configure the Case Collection Object

To configure the **Case Collection** object, update the layout and add the **Generate Document Collection** action.

To complete these procedures, go to **Admin > Configure > Objects > Case Collection**.

### Update the Case Collection Layout

Complete the following steps to update the **Case Collection** layout:

1. On the **Layouts** tab, select **case_collection_detail_page_layout__c**.
2. In the **Details** section, ensure the following fields are included:
    * **Collection Title**
    * **Description**
    * **Case Collection Type**
    * **CIOMS I Masked Document Collection**
    * **CIOMS I Unmasked Document Collection**
    * **E2B R3 Document Collection**
    * **Last Ran**
3. Insert the **Case Collection-Case Number > Case Number** <a href="/en/lr/26387/#how-to-add-sections">related object section</a>.
4. (Optional) Add, move, and remove other fields as desired.
5. Select **Save**.

### Add the Generate Document Collection Action

Complete the following steps to add the **Generate Document Collection** action to the **Case Collection** object:

1. On the **Actions** tab, select **Create** and then select **Generate Document Collection** from the picklist.
2. Select **Continue**.
3. On the **Create Action** page, select the **Available in All Lifecycle States** checkbox and then select **Save**.
4. On the **Atomic Action Security Defaults** dialog, **Execute** is selected for all lifecycle states by default. For states you do not want the action to be available on, select **Hide** or **View**.
5. Select **Save**.
6. Go to the **Object Types** tab, select **Actions**, and then in the **All Actions** menu, select **Edit Object Type Actions**.
7. In the column for each object type, select the **Generate Document Collection** checkbox and then select **Save**.

## Add the Case Collection Tab

Complete the following steps to add the **Case Collections** tab to the navigation bar:

1. Go to **Admin > Configuration > Tabs**.
2. Select **Create** and then complete the fields as follows:
   1. In the **Label** field, enter "Case Collection".
   2. In the **Tab Type** field, select **Object**.
   3. In the **Object** field, select **Case Collections**.
   4. Under **Creation Options**, select **Prevent record creation**.
   5. Select **Save**.
3. (Optional) Select **Reorder** to drag and drop the **Case Collections** tab so it is a sub-tab of the **Business Admin (Quick Access)** tab and then **Save**.

## Grant Permissions

Ensure your permissions sets grant the appropriate level of access to objects, fields, and actions according to your organization's process.

Manage permissions from **Admin > Users & Groups > Permission Sets > [Permission Set]**.

### Add Object Permissions

Configure permissions for the **Case Collection** and **Case Collection-Case Number** objects as follows:

1. On the **Objects** tab, select **Edit**.
2. Under **Case Collection**, select the **Read**, **Create**, and **Edit** checkboxes for each of the following:
   * **CIOMS I PII Unmasked & Study Unblinded**
   * **CIOMS I PII Masked & Study Blinded**
   * **E2B R3**
3. For **Case Collection-Case Number**, select the **Read**, **Create**, **Edit**, and **Delete** checkboxes.
4. Select **Save**.

### Add Generate Document Collection Permissions

Configure object field and action permissions for **Generate Document Collection** as follows:

1. On the **Objects** tab, select **Case Collection**.
2. In the **Object Field Permissions** section, select **Edit** and then select the **Read** and **Edit** checkboxes for the following fields:
    * **CIOMS I Masked Document Collection**
    * **CIOMS I Unmasked Document Collection**
    * **E2B R3 Document Collection**
3. In the **Object Action Permissions** section, select **Edit** and then select the **View** and **Execute** checkboxes for the **Generate Document Collection** action.
4. Select **Save**.

### Add Bulk Action Permissions

To create a _Case Collection_ through _Case_ search, grant users <a href="/en/lr/22824/#application-permissions">bulk action permissions</a>.

### Add Case Actions Permissions

Configure permissions for the following Case actions as described in the steps below:

* **Generate CIOMS I Masked Collection**
* **Generate CIOMS I Unmasked Collection**
* **Generate E2B R3 Collection**

1. On the **Objects** tab, select **Case**.
2. In the **Object Action Permissions** section, select **Edit**.
3. Select the **View** or **Execute** checkbox for each action.
4. Select **Save**.

### Add Case Collections Tab Permissions

Complete the following steps to grant permissions for the **Case Collections** tab in accordance with your organization's process:

1. On the **Tabs** tab, select **Edit**.
2. In the **Tabs** section, next to **Case Collections**, select the **View** checkbox.
3. Select **Save**.

## (25R2) Configure Generate Case Collections by Case Version {#update-25r2}

Configure your Vault to generate safety reports for each _Case_ version in a _Case Collection_.

### Update Object Layouts

To update object layouts:

* On the _Case Collection_ object, in the _Details_ section <a href="/en/lr/26387/#how-to-add-object-fields">add</a> the **Case Version Setting** field.
* On the _Case Collection-Case Number_ object, in the _Details_ section <a href="/en/lr/26387/#how-to-add-object-fields">add</a> the **Case** field.

[1]: #update-25r2