About the Feature
The Vault Safety Rule engine re-evaluates reporting obligations on all Case data modifications. Introduced in 23R2, this feature automatically updates previously created Submissions to include only Transmissions that meet reporting obligations. This feature also updates Transmission Due Dates when data is re-evaluated. This prevents over-reporting of Cases without needing to manually remove Submission records.
Note This feature does not update manually created Transmissions or Transmissions that have already been sent.
For more information, see Transmissions and Subsequent Evaluations.
Configure the Transmission Lifecycle
The Logically Delete Non-Submittable Transmissions on Subsequent Evaluations ICSR setting requires a Deleted State Type to be configured for the Transmission Lifecycle. Follow these steps to configure your Vault accordingly:
Add a Custom Deleted State to the Transmission Lifecycle
- Go to Admin > Configuration > Object Lifecycles > Transmission Lifecycle.
- In the States section, select Create.
- Complete the fields on the New State window as follows:
- State Label: Enter a unique label for the new state.
- State Name: This field will auto-populate based on the State Label you entered above.
- Status: Select Active.
- Records in this state become inactive: Leave the checkbox deselected.
- Description: Enter an optional description for the state.
- Select Save.
Note When creating a new Object Lifecycle state, you must consider role-based security and permissions to ensure only the relevant user roles can access and perform operations on Vault objects. For more information, see Adding & Managing Object Lifecycle Roles on Vault Help.
Add a Deleted State Type to the Transmission Lifecycle
- Go to Admin > Configuration > Object Lifecycles > Transmission Lifecycle.
- In the State Types section, select Create.
- Complete the fields on the Create State Type Association window as follows:
- State Type: From the dropdown list, select Deleted State.
- State: From the dropdown list, select the custom state you created in the Add a Custom Deleted State to the Transmission Lifecycle section above.
We strongly advise that you do not select any of the other existing Transmission States from the dropdown list.
- Select Save.
Result
The Logically Delete Non-Submittable Transmissions on Subsequent Evaluations ICSR setting is now selectable, as described in Enable the ICSR Setting below.
Add a Deleted State Type to the Closed Entry Action for the Case Lifecycle
- Go to Admin > Configuration > Object Lifecycles > Case Lifecycle.
- In the States section, select the Closed state.
- In the Entry Criteria section, select Edit.
- Locate the following rule: Always > Validate that > State of Related Record > Transmission (Case) > All records include.
- In the multi-select box, add the custom state you created in the Add a Custom Deleted State to the Transmission Lifecycle section above.
- Select Save.
Result
The Closed state Entry Criteria for the Case object now includes the “logically deleted” state for related Case Transmission records.
Enable the ICSR Setting
To enable this feature, edit the Admin > Settings > Application Settings > ICSR Reporting Settings page to select the Logically Delete Non-Submittable Transmissions on Subsequent Evaluations checkbox, and then select Save.
Note The checkbox will be greyed out (not selectable) if the Transmission Lifecycle has not been configured as described in the Configure the Transmission Lifecycle section above.
