Viewing a Milestone's Expected Documents (Clinical Operations)

From a Milestone record, you can open a hierarchical view of all Expected Documents associated with that particular Milestone. Using this hierarchical view, you can easily see the status of all Expected Documents related to that milestone and drag and drop to upload new documents to the appropriate Expected Document record from this page.

Note: This feature is only available on Clinical Operations Vaults.

How to View a Milestone’s Expected Documents

Accessing the Hierarchical View

Note that EDL hierarchical view must be enabled by an Admin.

To access hierarchical view:

Navigate to a Milestone or Expected Document List object record, either through Admin > Business Admin or a custom tab.
From the Actions menu, choose View Expected Documents.
Vault opens the hierarchical view. Use the master pane to view expected documents.

Master Pane

The master pane displays a tree view of the document types associated with a Milestone record’s expected documents. You can click the Arrow icon to collapse and expand nodes as needed. Click on a document type, subtype, or classification in the tree view to see a list of all expected documents of that type in the expected document pane.

Expected Document Pane

The Expected Document pane displays a list of all Expected Documents of the type you selected in the master pane.

You can filter these records by department, completeness, or requiredness, using the drop-down menus at the top of the list. Note that the filter buttons update to display your field labels so you can filter by your fields.

In the expected document pane, you can also see an Expected Document record’s status indicator. If you hover over a single Expected Document, Vault displays the record’s hovercard.

Drag & Drop to Upload Files

You can create documents by uploading single source files from an EDL Item:

Drag and drop your file onto the EDL Item record in the expected document pane. You can only upload one document at a time. Note that this is only available for new documents. You cannot use drag and drop upload to create a new version.
Vault populates the document type based on the EDL Item and auto-fills certain fields based on the EDL Item values. Fill any remaining required fields in the Upload File dialog.
Click Save. Vault uploads the document and automatically matches it to the EDL Item.

Note that Vault only matches the document to the EDL Item when the Batch Update field value is Yes.

You can also upload multiple files using the Upload action on the EDL Item.

Customizing the Expected Document Pane

EDL hierarchical view offers options for customizing the expected document pane.

Resizing Columns

Resize the width of each column by dragging the edges of the column heading.

Rearranging Columns

Change the order of columns by clicking and dragging the column header to a new location. An orange line appears to highlight the new location while you drag. You cannot move the Name column.

Adding or Removing Columns

To add or remove columns, select Edit Columns from the main Actions menu. From the dialog box, you can move fields between the Available Columns box and the Selected Columns box. In the Selected Columns box, rearrange the column order using the Up and Down arrow buttons.

To reset all settings to default, click Restore.

Customizing Column Text Appearance

Sometimes text is too long to fit properly inside its column. In the main Actions menu, the Truncate Cell Text and Wrap Cell Text options let you toggle between truncating and wrapping cell text.

In-line Editing

You can inline edit Expected Document records in the expected document pane.

Exporting

Using the EDL Hierarchical View Actions menu (to the far right of the EDL Hierarchical View search bar), you can export your view of Expected Documents to Microsoft Excel or CSV.

Note: Vault will not include the following characters in the file name of an export: < > : "" / \ | ? *

Searching

You can search your Expected Document records in EDL Hierarchical View. Note that this search only includes Expected Documents of the type selected in the master pane.

Bulk Actions

You can perform bulk object record actions from the EDL Hierarchical View Actions menu.

You can complete all steps in this article with the standard Business Admin, System Admin, or Vault Owner profile.

If your Vault uses custom security profiles, your profile must grant the following permissions:

Type	Permission Label	Controls
Security Profile	Objects: Milestone: View	Ability to edit Milestone records
Security Profile	Objects: Milestone Item: View	Ability to view Milestone Item records
Security Profile	Objects: EDL: View	Ability to view EDL records
Security Profile	Objects: EDL Item: View	Ability to view EDL Item records