Vault provides the ability to manage details about countries through the Country object. One of the benefits to using the Country object over a picklist field is that users can find documents related to a country using any of the country’s fields. For example, if the country Germany has the abbreviation DE, users can search on “Germany” or “DE” to find documents.
Note: In eTMF, fields related to the Country object may be hidden and only editable for users through the Study Country object. Each Study Country object data record references a specific Country object record.
Accessing Country Records
You can work with Country records from Business Admin > Objects > Countries. Some Vaults also include custom object tabs that allow access to records outside the Admin area. With the correct permissions, you can create, edit, and delete records from a custom tab.
Permission sets and custom sharing rules can control access for viewing, creating, editing, and deleting object data records.
How to Add and Edit Countries
- Use the Countries page to add or edit countries:
- To add a country, click Create.
- To edit a country, click an existing country, and click Edit.
- Enter the Country Name.
- Fill in any additional country fields (such as Country Abbreviation) as needed. These can vary by Vault, depending on whether an Admin has customized the standard object.
- Set the Status. Users can only see and select active countries when setting the document fields.
- Click Save.
How to Disable and Delete Countries
Vault prevents deletion of countries that users have selected on at least one document or that Admins have used within a lifecycle rule, workflow, or Study Country data record. If you cannot delete a country, prevent users from selecting it in the future by changing its status to “Disabled.”
To delete a country:
- From the Countries page, hover over the country.
- Click the red X icon that appears.
- Click Continue in the confirmation dialog to permanently delete the country.