How Case Relatedness is Calculated

Vault Safety automatically calculates the relatedness determination for an entire Vault Safety Case.

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About Case-Level Relatedness

Vault Safety automatically populates the Relatedness field at the Case-level, for high visibility of the relatedness (causality) evaluation from the primary assessment and its Case Assessment Results.

Auto-Calculation Logic

The system uses the following logic to determine Case relatedness and populate the Relatedness field:

  • Yes: (Related) Populated when the Causality Established field in any primary Assessment Result is set to Yes.
  • No: (Unrelated) Populated when the Causality Established field in at least two primary Assessment Results is set to No, including one company assessment and one reporter's assessment.

    Note For any custom source types, the E2B code in the custom Controlled Vocabulary record must be set to 2 (sponsor) or 4 (MAH) for the system to consider it as a company assessment.

  • Unknown: Populated when the Causality Established field in all primary Assessment Results is unknown or unspecified, or when any primary Assessment Result is No and the remaining primary Assessment Result are unknown or unspecified.

How to Trigger Auto-Calculation

Any time the Causality Established field on a primary Case Assessment is updated, the system re-calculates the Case Relatedness field.

Relatedness Examples Animation

The following animation shows how the system auto-populates Case Relatedness.


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