Enable the Medical Review Timeline

Learn how to update your vault's configuration to enable the Medical Review Timeline.

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

The Medical Review Timeline displays Study information such as adverse events, product usage, dosages, test results, drug history, and medical history in an interactive and temporally visual context.

This feature will be available in the Medical Review stage and onwards by default in Vault Safety 20R2. For vaults created in 20R1 or earlier, an administrator must add the Medical Review Timeline to the Case page layout to enable this functionality. Administrators can configure your vault to show this feature in different lifecycle states.

Perform Medical Review provides more information on how to use this feature.

Configure the Timeline on the Case Page Layout

  1. In the Admin area, go to Configuration > Objects > Case > Page Layouts, and then select Case Page Layout.
  2. If you have already added the Timeline section, you may skip this step. Select Add Section at the top of the page, and then select Timeline. A box will appear:
    Add Timeline Section Box
    You can drag the Timeline section and other sections to re-order the Case page layout.
  3. If the Timeline section already exists on your page layout, select the Edit-Icon icon next to it. A box will appear with a Show the section only in these lifecycle states dropdown:
    Edit Timeline Section Box
  4. In the dropdown menu, select the lifecycle states you want the Medical Review Timeline to be available in and then select Done.
  5. Select Save at the top right of the page.

Result

Your Case Records are now configured to display the Medical Review Timeline in your selected lifecycle states.

Configure the Timeline for Imported Cases

To add or configure this feature for Imported Cases, go to the Configuration tab, select Objects > Case > Page Layouts, and then select Imported Case Page Layout.

Repeat the above steps to display the Medical Review Timeline for Imported Case Records in your selected lifecycle states.


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