Sections in This Article
Note Depending on your Admin's configuration, object, field, and section labels, lifecycle states, and workflows may differ from the general information on this page. Refer to your organization's business processes for guidance.
About Multiple Case Promotion
If you need to create multiple reports with the same information, you can promote an Inbox Item to multiple Cases at once. Each Case links to the first created Case and the Inbound Transmissions link to the Inbox Item. When promoting to multiple Cases, the system skips duplicate detection.
To ensure the created Case is valid, when an Inbox Item does not include reporter, patient, or adverse event information, the system creates blank primary Reporter-Type Case Contact, Patient, and primary Adverse Event records. Case processors can populate the data as needed.
If the Localization field on the Inbox Item is set to a non-English value, the system creates Domestic Cases instead and appropriately sets the Case Localization.
An administrator must configure the Promote to Multiple Cases action before it is available for use.
Note This action is not available for E2B imported Inbox Items.
Promote an Inbox Item to Multiple Cases
- On the Inbox Item you want to promote, select the All Actions () menu.
- Select Promote to Multiple Cases.
- A window appears and asks you to specify the number of Cases you want to create. Enter a value from 1-100 and select Complete.
The system skips duplicate detection and creates the specified number of Cases and an Inbound Transmission for each Case. Once complete, the system sends a notification indicating the amount of successfully created cases.