Learn how to configure your Vault to use Signal Individual Case Reviews (ICRs) for signal detection and analysis.
About the Feature
With the 25R2 release, users can now perform individual Case reviews as part of signal detection.
Before configuring this feature in your Vault, you must enable Individual Case Routing Criteria.
After you have configured this feature, see the following resources for next steps:
Update Object Layout
For the Signal Individual Case Review object, copy the standard layout, set the new custom layout as the default, and delete other existing custom layouts, if any.
Configure the Open Safety Investigation Action on Signal Individual Case Review
To configure the Open Safety Investigation action, assign the action to the Signal Individual Case Review object and do one (1) of the following:
- Add the action as a user action to the applicable states of the Signal Individual Case Review object lifecycle.
- Add the action as an entry action on any Signal Individual Case Review object lifecycle state.
Grant Permissions
Ensure the relevant permission sets are updated to grant the appropriate level of access to the Signal Individual Case Review object, fields, and tabs according to your organization’s process. Manage permissions from Admin > Users & Groups > Permission Sets > [Permission Set].