Enable Signal Case Series

Learn how to configure your Vault to use Signal Case Series.

About the Feature

With the 25R1 release, you can apply Signal Case Series to a Signal View for consistent signal reporting and analysis. A Signal Case Series is a static list of Case versions that does not change over time.

After completing the configuration on this page, see the following resources for next steps:

• Configure Safety Views for Signal Case Series
• Configure Signal Calculation Objects
• Manage Signal Product Profiles
• Signal Detection Using PV Data

Configure Object Layouts

Update or configure the layouts for the following objects:

• Workbench View
  • Signal View object type
  • Principal View object type
• Signal Case Series
• Signal Calculation
• Signal Calculations Setting
• Signal Calculation Run
• Signal Product Profile

Navigate to Admin > Configuration > Objects.

Update the Workbench View Layouts

To update the the Signal View and Principal View object type layouts, navigate to the Workbench View object and select the Layouts tab.

Update the Signal View Layout

To update the Signal View layout:

1. Select Signal View Detail Page Layout.
2. In the Details section, add the Signal Case Series Enabled field.
3. In the View Columns section, edit the default columns to include:
   • Signal Case Series Key
   • Case Version Key
4. Select Save.

Update the Principal View Layout

To update the Principal View layout:

1. Select Principal View Detail Page Layout.
2. In the View Columns section, edit the default columns to include Case Version Key.
3. Select Save.

Configure the Signal Case Series Layout

To create a custom Signal Case Series object layout:

1. Navigate to Signal Case Series > Layout.
2. Select Create.
3. In the Add Layout dialog, for the Layout Label, enter Signal Case Series Detail Page Layout.
4. Select Done.
5. On the Signal Case Series: Record Name page, select Save.

Update the Signal Calculation Layout

To update the Signal Calculation layout:

1. Navigate to Signal Calculation > Layout > Signal Calculation Detail Page Layout.
2. In the Details section, add the Case Series View field.
3. Select Save.

To create a Signal Calculation layout rule to hide the Case Series View field for advanced Signal Calculations:

1. Select Signal Calculation Detail Page Layout.
2. Select Layout Rules.
3. Select Create.
4. On the Create Layout Rule page, complete the following information:
   • Label: Hide Case Series View
   • Optional: Description: Enter Hide Case Series View for advanced calculations.
   • If this Layout Rule Expression is True: Enter query_type__v != 'sql__v'
   • Apply the following display effects:
     • Effect: Hide
     • Type: Fields
     • Values: Case Series View
5. Select Save.

Update the Signal Calculations Setting Layout

To update the Signal Calculations Setting layout:

1. Navigate to Signal Calculations Setting > Layouts > Signal Calculations Setting Detail Page Layout.
2. In the Details section, add the Case Series View field.
3. Select Save.

Update the Signal Calculation Run Layout

To update the Signal Calculation Run layout:

1. Navigate to Signal Calculation Run > Layouts > Signal Calculation Run Detail Page Layout.
2. In the Details section, add the Case Series Result ID field.
3. Select Save.

Update the Signal Product Profile Layout

To update the Signal Product Profile layout:

1. Navigate to Signal Product Profile > Layouts > Signal Product Profile Detail Page Layout.
2. In the Details section, add the Default Workbench Dashboard field.
3. Select Save.

Add the Open Case Series in Workbench Dashboards Action

To allow users to open a Workbench Dashboard from a Statistical Data record to analyze and visualize Signal Case Series data, add the Open Case Series in Workbench Dashboards action to the Statistical Data object. Leave the Available in All Lifecycle States checkbox unselected.

Configure the Statistical Data Object Lifecycle

Add the Open Case Series in Workbench Dashboards user action to the Statistical Data object lifecycle for the following lifecycle states:

• Ready
• In Progress
• Complete

We recommend configuring the Statistical Data object lifecycle so that the Open Case Series in Workbench Dashboard action appears only when the Statistical Data record contains at least one (1) Case count or when the Listed field is populated. To do this, create the following rule:

• Condition Type: Formula evaluates to TRUE
• If this formula is True: Enter (cumulative_all_count__v > 0) || (new_all_count__v > 0) || Not(IsBlank(listed__v))
• Allow the following actions: Open Case Series in Workbench Dashboard
• Action Label: Enter Open Case Series in Workbench Dashboard

Grant Permissions

Ensure your permission sets are updated to grant the appropriate level of access for Admins and business users to objects and tabs according to your organization’s process. Manage permissions from Admin > Users & Groups > Permission Sets > [Permission Set].

Admin & User Permissions

In the applicable permission sets, select the Objects tab and use the table below to grant permissions:

Permission Set	Object	Object Permissions
[Applicable Admin Permission Set]	Signal Product Profile	Read Create Edit Delete
	Signal Case Series	Read
	Workbench Dashboard	Read Create Edit Delete
[Applicable User Permission Set]	Signal Product Profile	Read
	Workbench Dashboard	Read Create Edit Delete

Standard Tab Permissions

In the applicable permission sets, select the Tabs tab and grant View permissions for the Signal Product Profile tab.