Enable Multiple Product Families on Safety Investigations

Learn how to configure your Vault to include multiple Product Families and Products on a Safety Investigation.

About the Feature

With the 25R2 release, users can now include multiple Product Families and Products on a Safety Investigation. This allows you to track safety issues relevant to the primary Product as well as its concomitant or interacting Products.

After you have configured this feature, see Signal Management for more information.

Update the Safety Investigation Object Layout

To update the Safety Investigation object layout:

  1. Navigate to Admin > Configuration > Objects > Safety Investigation > Layouts > Safety Investigation Detail Page Layout.
  2. Before the MedDRA Events section, insert the Safety Investigation Product related object section:
    • In the Section Label field, enter Product.
    • Select Create record in pop-up dialog.
  3. In the Products section, ensure the default columns include:
    • Name
    • Safety Investigation
    • Product Family
    • Product
    • Rank
  4. Select Save.

Update the Safety Investigation Product Object Layout

To update the Safety Investigation Product object page layout:

  1. Navigate to Admin > Configuration > Objects > Safety Investigation Product > Layouts.
  2. Do one (1) of the following:
    • Create a new custom layout: Copy the Safety Investigation Product Detail Page Layout standard layout, set the new custom layout as the default, and delete any other existing custom layouts.
    • Update the existing standard layout: Select the Safety Investigation Product Detail Page Layout and, in the Details section, add the following fields and remove the rest:
      • Safety Investigation
      • Product Family
      • Product
      • Rank
  3. Select Save.

Grant Object Permissions

To grant permissions to the applicable permission sets:

  1. Navigate to Admin > Users & Groups > Permission Sets > [Permission Set].
  2. Select the Objects tab.
  3. Select the Safety Investigation Product object.
  4. In the Object Permissions section, select Edit.
  5. For the Safety Investigation Product object, grant Read, Create, Edit, and Delete permissions.
  6. Select Save.