Enable PMDA Special Report Classification for Case Processing

Learn how to configure your Vault to include PMDA Special Report Classifications during Case promotion.

Last Updated

Note Beginning with 24R1 in April 2024 and for all subsequent releases, the new Vault Safety Help site is the official site for all Vault Safety Help content. This site reflects updates until the 23R3 release only. For the latest information, visit the new site.

About the Feature

In 23R2, Vault Safety now supports adding PMDA Special Report Classifications during Case processing. In 23R1, Special Report Classification was introduced on the Inbox Item and Case. With this release, values set on the Inbox Item are promoted to new, In-flight, and Follow-up Cases. This streamlines Case processing and enhances efficiency.

After configuring this feature, see Inbox Item Field Reference: Case Validity and Source Section and Enter Case Data: Details Section for more information.

Add Special Report Classification to Inbox Items and Cases

Complete the steps below to add the Special Report Classification field to the following object page layouts:

  • Inbox Item > Inbox Item Detail Page Layout
  • Case > Case Detail Page Layout
  1. Go to Admin > Configuration > Objects > [object] > Page Layouts > [page layout].
  2. In the section of your choosing, select Add and then select Special Report Classification.
  3. Select Save.

Add Special Report Classification to Case Compare

Complete the steps below to add the Special Report Classification field to the Case Compare page layout:

  1. Go to Admin > Configuration > User Interface > Pages > Case Compare Page.
  2. In the Layouts section, select Case Compare Followup.
  3. Under Sections, select Details, and then select Edit.
  4. In the Fields picklist, select Special Report Classification.
  5. Select Save.

Grant Permissions

Ensure your permission sets are granted the appropriate level of access to objects and fields according to your organization’s process. Manage object permissions from Admin > Users & Groups > Permission Sets > [Permission Set] > Objects.

Enter changes on the following permission sets and objects:

  • Case Intake Actions > Inbox Item
  • Case Entry Actions > Case

We recommend granting Object Field Permissions for Special Report Classification as follows:

  • Read permission for processors who need only to see the Special Report Classification on the Case Compare page.
  • Edit permission for processors who need to enter the Special Report Classification on Inbox Items and Cases.