Enable the Safety-EDC Vault Connection

Learn how to configure your Safety Vault to enable the Safety-EDC Vault Connection.

About the Feature

In 24R1, organizations with both a Safety Vault and a CDMS Vault can now use a standard Vault to Vault connection. The Safety-EDC Vault Connection automatically transfers the creation, updates, and deletion of Case and subject-related records. The connection exchanges data about serious adverse events (SAEs) discovered by study sites from CDMS Vaults to your Safety Vault for Case processing. Site Investigators can enter and update Adverse Event forms in your CDMS Vault, then transfer the SAE data, along with the applicable subject and Case information, to your Safety Vault.

Before starting the enablement instructions on this page, ensure you have established a Vault to Vault connection between your Safety and CDMS Vaults.

Once you have completed the enablement instructions on this page, see the following resources:

Configure Merge to In-Flight Case

See Enable Merge to In-Flight Case for more information.

(Optional) Add CDMS Subject Objects to Business Admin

You can optionally make the CDMS subject objects accessible in Business Admin to assist you with troubleshooting. To do this:

  1. Go to Admin > Configuration > Objects > [Object] > Details.
  2. Select Edit.
  3. In the Options section, select the Display in Business Admin checkbox.
  4. Select Save.

Repeat these steps for all CDMS subject objects:

  • CDMS Subject Adverse Event
  • CDMS Subject Case Product
  • CDMS Subject Case Product Dosage
  • CDMS Subject Cause of Death
  • CDMS Subject Drug History
  • CDMS Subject Event Product Assessment
  • CDMS Subject Height History
  • CDMS Subject Last Menstruations
  • CDMS Subject Links
  • CDMS Subject Medical History
  • CDMS Subject Pregnancy Information
  • CDMS Subject Test Results
  • CDMS Subject Weight History

Configure Object Layouts

You must configure object layouts to support this feature.

Case Access Group Assignment

Complete the following steps to configure the Case Access Group Assignment object layout:

  1. Go to Admin > Configuration > Objects > Case Access Group Assignment > Layouts.
  2. Select Case Access Group Assignment Detail Layout.
  3. Add the Subject Information Review field to the Details section.
  4. Select Save.

Inbox Item

Complete the following steps to configure the Inbox Item object layout:

  1. Go to Admin > Configuration > Objects > Inbox Item > Layouts.
  2. Select the appropriate layout.
  3. Optional: Add the CDMS Subject Information field to the Details section.
  4. Select Save.

Configure Object Fields

You must configure the Pregnancy (pregnancy_case__v) field on the CDMS Subject Information object:

  1. Go to Admin > Configuration > Objects > CDMS Subject Information > Fields > Pregnancy.
  2. If the Show as checkbox checkbox is selected:
    1. Select Edit.
    2. Clear the checkbox.
    3. Select Save.

Configure the Add Relevant Subject Information Action

You must configure the Add Relevant Subject Information user action on the Case object:

  1. Go to Admin > Configuration > Objects > Case > Actions.
  2. Select Create.
  3. In the dialog, select Add Relevant Subject Information.
  4. Select Continue.
  5. Do one (1) of the following:
    • Select the Available in All Lifecycle States checkbox to apply atomic action security defaults for the applicable lifecycle states.
    • Add the action as a user action to the applicable states of the object’s lifecycle.
  6. Optional: To automatically generate Assessments when users run the Add Relevant Subject Information action:
    1. Go to Admin > Settings > Safety General Settings.
    2. Select Edit.
    3. Select the Generate Assessments for both Serious and Non-Serious Adverse Events checkbox.
    4. Select Save.

Configure Case Access Group Security

If you’ve previously enabled Case Access Group Security:

  1. Create or update a Case Assignment Rule to support the connection:
    1. Go to Business Admin > Objects > Case Access Groups.
    2. Select Create or open the appropriate record.
    3. In the Case Assignment Rules section, select Create.
    4. For Intake Method, select CDMS Connection.
    5. Add any other applicable details.
    6. Select Save.
  2. Create or update a Case Access Group Assignment to support the connection:
    1. Go to Business Admin > Objects > Case Access Group Assignments.
    2. Select Create or open the appropriate record.
    3. Select Edit.
    4. For Subject Information Review, select Subject Information Review.
    5. Add the applicable details.
    6. Select Save.

Configure User Permissions

For users to view subject information and run the Add Relevant Subject Information action on Cases with SAE data transferred from the Safety-EDC Vault Connection, you must add the following permissions to each relevant permission set:

  • Read permission on all CDMS subject objects:
    • CDMS Subject Adverse Event
    • CDMS Subject Case Product
    • CDMS Subject Case Product Dosage
    • CDMS Subject Cause of Death
    • CDMS Subject Drug History
    • CDMS Subject Event Product Assessment
    • CDMS Subject Height History
    • CDMS Subject Last Menstruations
    • CDMS Subject Links
    • CDMS Subject Medical History
    • CDMS Subject Pregnancy Information
    • CDMS Subject Test Results
    • CDMS Subject Weight History
  • Execute permission on the Add Relevant Subject Information action.