Review Case Data Entry

Perform a quality control (QC) review on Cases to ensure the data entered on the Case is complete and accurate.

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.

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 Case Data Entry Review

Once the Data Entry task is complete, the system assigns a Quality Control (QC) task to the appropriate workflow participants.

The QC task is an important step in the Case Processing workflow to ensure the Case does not contain any data entry errors or missing information.

Note This page describes the QC task in the default Vault Safety workflow. If your organization has a custom workflow, follow the recommendations in your business standard operating procedure for reviewing data entry.


  • Data entry must be complete.
  • You must be assigned the QC role.

To assist with review, you can preview the Case as a regulatory report. Generate a Regulatory Report provides more information.

Start the QC Task

  1. To accept a QC task, go to Home > Available Tasks, and then in the row for the task that you want to complete, select Accept.
    You can also accept the task from the Case page. If you do not see the task available, it may be assigned to another user or role.
  2. Go to Home > My Tasks, and then select the name of the Case that you want to review.
    The Case page appears.
  3. Review the Case page to ensure the information is complete and accurate.
  4. In the QC task banner, select Complete.
    The QC window appears.
QC window
QC Window

Send a Case Back to Data Entry

  1. In the QC window, select Requires Data Entry (Incomplete).
  2. Under Rationale, enter the reason the Case requires more data entry.
  3. Select Complete.


The system assigns a new Data Entry task. Once a user completes the Data Entry task, the Case will assign another QC task.

Send a Case for Peer QC Review

  1. In the QC window, select Requires QC (Peer Review).
  2. Under Rationale, enter the reason the Case requires more data entry.
  3. Select Complete.


The system assigns a new QC task for peer review.

Approve Case Data Entry

  1. In the QC window, under Verdict, select Complete.
  2. Select Complete.


  • If the Case is flagged for expedited reporting, it advances to one of the following states:
    • Blinded study Cases move to the Unblinding state.
    • All other types of Cases move to the Medical Review state.
  • If the Case is not flagged for expedited reporting, the system assigns an Approval task to users in the Head of Safety role.

Compose a Case Narrative
Perform Medical Review