About the Feature
With the 22R2 (August 12, 2022) release, Vault Safety supports the automated generation of multiple document formats within a single transmission record. For example, a CIOMS I and MedWatch 3500A form can be generated within the same Distribution record to transmit to a partner or ethics committee.
See Create a Transmission Profile more information on setting up a Transmission Profile.
Create a Submission and Create a Distribution provide information on how to manually specify multiple formats per Transmission.
Update the Transmission Profile Page Layouts
In the Admin area, go to Configuration > Objects > Transmission Profile > Page Layouts and add the Additional Outbound Format(s) (additional_outbound_formats__v) field to the Email Transmission Profile and the Manual Transmission Profile.
We recommend placing the field under Outbound Format in the Outbound Settings section.
Update the Submission and Distribution Page Layouts
- In the Admin area, go to Configuration > Objects > Transmission > Page Layouts and select the Submission Detail Page Layout.
- Add the Additional Transmission Document Type(s)
(additional_transmission_documents__v)field to the page layout. - Below the Validation Results (Failures & Warnings) section, add a Related Documents section with the following settings:
- Referencing Document Field: Outbound Transmissions
- Section Label: Transmission Documents
- Repeat the above steps for the Distribution Detail Page Layout.
