Manage Safety Inbox Loader Multi-Case CSV Data Import

Configure field mapping from the multi-Case CSV file to the target fields.

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 Multi-Case CSV Data Import

Intake users can import up to 1,000 Cases to Inbox Items using a multi-Case tabular CSV file and pre-defined mapping.

This article demonstrates how to configure Tabular Data Formats, Import Field Mappings, and Import Code Mappings to map the imported data to a target Vault Safety field.

Prerequisites

You must Enable Safety Inbox Loader Multi-Case CSV Data Import.

Create Tabular Data Formats and Field Import Mappings

Tabular Data Formats include the type of field mapping the system uses to import multi-Case CSV data to Vault Safety fields.

  1. Go to Business Admin > Objects > Tabular Data Formats.
  2. Select Create.
  3. In the Format field, enter a name for this Tabular Data Format.
  4. Save the page.
  5. Create Import Field Mappings by expanding the section on the record you just created or by going to Business Admin > Objects > Import Field Mappings.
  6. Complete the following information:
    • Source Column Header: Enter the name of the column header in the CSV file.

      Note You cannot enter a separator (for example, a comma or semicolon).

    • Tabular Data Format: Select the Tabular Data Format this field mapping belongs to. If you created this Import Field Mapping record directly from a Tabular Data Format, this field is automatically populated.
    • Target Field Name: Enter the field name of the Vault Safety field. For example, event_reported__v.
    • Target Object Name: Enter the field name of the object to which the target field belongs. For example, case_adverse_event__v.
  7. Save the page.
  8. Repeat steps 5-7 for as many column headers as needed.

Create Import Code Mappings

Import Code Mappings map the source values to the Vault Safety coded values for a given Import Field Mapping.

To create Import Code Mappings, follow the steps below:

  1. Go to Business Admin > Objects > Tabular Data Formats.
  2. Select a Tabular Data Format.
  3. Expand the Import Field Mappings section and select one.
  4. In the Import Code Mappings section, select Create.
  5. Complete the following information:
    • Source Value: Enter the code value. For example, for the Report Type field, enter 1 for Spontaneous.
    • Code Mapping Type: Select one of the following options from the picklist:
      • Controlled Vocabulary
      • Dose Form
      • Route of Administration
      • Unit of Measurement
      • Reason Omitted
      • Seriousness
  6. Depending on your Code Mapping Type selection in step 5, go to the corresponding field and select an option from the dropdown.
  7. Save the page.

Consider the following system validations:

  • An object field must be selected based on the Code Mapping Type. For example, if you selected Controlled Vocabulary as the type, you must populate the Controlled Vocabulary field.
  • The Source Value must be mapped to only one (1) object field. In other words, only one (1) of the object fields should be populated on the Import Code Mapping page, for example, Dose Form.
  • The Source Value cannot be mapped to multiple target object values for a given Import Field Mapping.
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