# Create Safety Investigations for Signal Data Sources

Learn how to create _Safety Investigations_ for each data source.

## About Safety Investigations

Safety Signal can detect _Product-Event Combination_ (PEC) signals that require further analysis from the following data sources:
* [PV][1]
* [EVDAS][2]
* [Literature][3]

You can create _Safety Investigations_ for detected signals. Use _Safety Investigations_ to track, evaluate, and confirm safety issues relevant to the medicinal product and across multiple _Products_ and _Product Families_ that are concomitant or interacting with the _Safety Investigation's_ primary _Product_. Vault stores _Safety Investigations_ in the _Safety Investigations_ tab.

The sections below describe how to create _Safety Investigations_ from each signal data source.

## Create a Safety Investigation from Statistical Data {#safety-investigation-pv}

Pharmacovigilance (PV) signal data is maintained in _Statistical Data_ records.

### Start the Workflow for a Safety Investigation

To start the workflow for a _Safety Investigation_:
1. Navigate to the **Statistical Data** tab and select the relevant record.
2. From the **Workflow and State Change** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-workflow-state-change.png" alt="workflow-state-chang" style="" />) icon, select the applicable change state action.
3. On the confirmation dialog, select **Yes**.

### Create a Safety Investigation from a Statistical Data Record

There are two (2) ways to create a _Safety Investigation_ from a _Statistical Data_ record.

To create a _Safety Investigation_ from the <a href="/en/lr/935435/#statistical-data-safety-investigation-field">_Safety Investigation_ field</a> on a _Statistical Data_ record:
1. Navigate to the **Statistical Data** tab and select a record.
2. Select the **Edit** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-edit-icon.png" alt="edit-icon" style="" />) icon.
3. In the <a href="/en/lr/935435/#statistical-data-safety-investigation-field">_Safety Investigation_ field</a>, do one of the following:
    * To select an existing _Safety Investigation_, select the drop-down or the **Advanced Search** icon to use filters and refine your search.
    * To create a new _Safety Investigation_, select **Create Safety Investigation**.
4. If creating a new _Safety Investigation_, in the _Create Safety Investigation_ dialog, populate <a href="/en/lr/896826/#safety-investigation-fields">the fields</a> as needed and then select **Save**.
5. Select **Save**.

To create a _Safety Investigation_ using the _Open Investigation_ action:
1. Navigate to the **Statistical Data** tab.
2. Beside a _Statistical Data_ record, select the **Actions** menu.
3. Select **Open Investigation**.

**Results**

Vault creates the _Safety Investigation_ in the _Safety Investigations_ tab.

## Create a Safety Investigation from EVDAS eRMR Data {#safety-investigation-evdas}

EudraVigilance Data Analysis System (EVDAS) signal data is maintained in _EVDAS eRMR_ records.

### Start the Workflow for a Safety Investigation

To start the workflow for a _Safety Investigation_:

1. Navigate to the **EVDAS eRMR** tab and select the relevant record.
2. From the **Workflow and State Change** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-workflow-state-change.png" alt="workflow-state-chang" style="" />) icon, select the applicable change state action.
3. On the confirmation dialog, select **Yes**.

### Create a Safety Investigation from an EVDAS eRMR Record

To create a _Safety Investigation_ from an _EVDAS eRMR_ record:
1. Navigate to the **EVDAS eRMR** tab and select a record.
2. In the _Safety Investigation_ field, do one (1) of the following:
    * To select an existing _Safety Investigation_, select the drop-down or the **Advanced Search** icon to use filters and refine your search.
    * To create a new _Safety Investigation_, select **Create Safety Investigation**.
3. If creating a new _Safety Investigation_, in the _Create Safety Investigation_ dialog, populate <a href="/en/lr/896826/#safety-investigation-fields">the fields</a> as needed and then select **Save**.
4. Select **Save**.

**Results**

Vault creates the _Safety Investigation_ in the _Safety Investigations_ tab.

## Create a Safety Investigation from Literature Data {#safety-investigation-literature}

Literature data is maintained in _Literature Articles_. For instructions on how to create a _Safety Investigation_ from a literature article, see <a href="/en/lr/896826/#safety-investigation-from-literature-article">Create Safety Investigations for Signal Management</a>.

### Scenarios

When you create a _Safety Investigation_ from a _Literature Article_, the following scenarios may occur:

<table>
    <thead>
        <tr>
            <th>Scenario</th>
            <th>Criteria</th>
            <th>Vault Behavior</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td>One (1) <em>Product</em> results in one (1) <em>Safety Investigation</em></td>
            <td><ul>
                <li>There is one (1) <em>Literature Article</em> <em>Product</em>.</li>
                <li>The <em>Product Family</em> field is populated.</li>
                <li>The <em>Investigation Review Outcome</em> field is not set to <em>No Further Action</em>.</li>
                </ul>
            </td>
            <td><ul>
                    <li>Creates one (1) <em>Safety Investigation</em>.</li>
                    <li>Creates one (1) <em>Literature Data</em> record.</li>
                    <li>Links the related <em>Safety Investigation</em> and <em>Literature Data</em> records together.</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Multiple <em>Products</em> result in one (1) <em>Safety Investigation</em></td>
            <td><ul>
                    <li>There are two (2) or more <em>Products</em>.</li>
                    <li>For the rank 1 <em>Product</em>:
                        <ul>
                            <li>The <em>Product Family</em> is populated.</li>         
                            <li>The <em>Investigation Review Outcome</em> field is not set to <em>No Further Action</em>.</li> 
                        </ul>
                    </li>
                    <li>For other <em>Products</em>:    
                        <ul><li>The <em>Investigation Review Outcome</em> field is left blank.</li>
                        </ul>
                    </li>
                </ul>
            </td>
            <td><ul>
                    <li>Creates one (1) <em>Safety Investigation</em>.</li>
                    <li>Creates one (1) <em>Literature Data</em> record for each unique <em>Product Family</em>.</li>
                    <li>Links the related <em>Safety Investigation</em> and <em>Literature Data</em> records together.</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Multiple <em>Products</em> result in multiple <em>Safety Investigations</em></td>
            <td><ul>
                    <li>There are two (2) or more <em>Products</em>.</li>
                    <li>The <em>Product Family</em> fields are populated.</li>
                    <li>For each <em>Product</em>, the <em>Investigation Review Outcome</em> field is not set to <em>No Further Action</em> and is not left blank.</li>
                </ul>
            </td>
            <td><ul>
                    <li>Creates one (1) <em>Safety Investigation</em> for each unique <em>Product Family</em>.</li>
                    <li>Creates one (1) <em>Literature Data</em> record for each unique <em>Product Family</em>.</li>
                    <li>Links the related <em>Safety Investigation</em> and <em>Literature Data</em> records together.</li>
                </ul>
            </td>
        </tr>
    </tbody>
</table>

[1]: #safety-investigation-pv
[2]: #safety-investigation-evdas
[3]: #safety-investigation-literature
