Enable Auto-Calculation Override

Learn how to enable the auto-calculation override option for system-calculated fields.

Note Beginning with 24R1 in April 2024 and for all subsequent releases, Vault Safety General Release Help content is moving to a new site. Test the new site using Limited Release content.

About the Feature

Support for Auto-Calculation Override was added to Vault Safety in 22R2. This feature allows you to override system auto-calculations for certain fields with manual data entry.

Vaults created in 22R2 or later include the necessary configuration by default, while vaults originally deployed earlier than 22R2 must have the configuration upgrades described on this page to enable this feature.

Once you have completed the configuration steps on this page, see Manage Auto-Calculation Override for more information.

Configure the Safety Application Settings

You must enable the auto-calculation override option in the Safety General Settings section:

auto-calc-settings
Auto-Calculation Settings for Manual Override

Replace Case Fields With App Control Fields

You must replace all the fields used in auto-calculation as well as the fields that are auto-calculated with their respective app control version. App Control fields are denoted by a app control symbol symbol.

Field vs. App Control
Standard Field vs. App Control Field

In the Admin area, go to Configuration > Objects. Then use the following table to ensure the standard fields have been replaced with their app control versions:

OBJECT > PAGE LAYOUT SECTION APP CONTROL TO SWITCH
Case > Case Page Layout Details Receipt Date   app-control-symbolReceipt Date
Patient Age at Onset   app-control-symbolAge at Onset
Age Group   app-control-symbolAge Group
Age at Vaccination (number) and Age at Vaccination (unit)   app-control-symbolAge at Vaccination
Date of Birth   app-control-symbolDate of Birth
Case > Parental Case Detail Page Layout Parent Age at Vaccination (number) and Age at Vaccination (unit)   app-control-symbolAge at Vaccination
Age and Age (unit)   app-control-symbolAge of Parent
Case Drug History > Case Drug History Detail Page Layout Details Age at Vaccination (number) and Age at Vaccination (unit)   app-control-symbolAge at Vaccination
Start Date   app-control-symbolStart Date
Case Adverse Event > Case Adverse Event Detail Page Layout Details Duration   app-control-symbolDuration
Onset and Onset (reason omitted)   app-control-symbolOnset
Cessation and Cessation (reason omitted)   app-control-symbolCessation
Case Product >
  • Biologic Page Layout
  • Case Product Detail Page Layout
  • Drug Page Layout
  • External Product Page Layout
  • Study Product Page Layout
  • Vaccine Detail Page Layout
Details Cumulative Dose and Cumulative Dose (unit)   app-control-symbolCumulative Dose
Case Assessment > Case Assessment Detail Page Layout Details First Dose Latency (number) and First Dose Latency (unit)   app-control-symbolFirst Dose Latency
Last Dose Latency (number) and Last Dose Latency (unit)   app-control-symbolLast Dose Latency

Grant Permissions

You must grant Edit permissions to the auto-calculation checkbox (Status fields) for all relevant users.

  1. Go to Users & Groups > Permission Sets.
  2. Select the relevant permission set.
  3. Go to the Objects tab.
  4. Use the following table to grant Edit permissions to the following auto-calculation fields:
Object Field
Case Age at Onset (Status)
Age Group (Status)
Age at Vaccination (Status)
Case Drug History Age at Vaccination (Status)
Case Adverse Event Duration (Status)
Case Product Dosage Duration (Status)
Case Product Cumulative Dose (Status)
Case Assessment First Dose Latency (Status)
Last Dose Latency (Status)

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