11 Reports: Bulk Reporting, E2B Pending, and Processed E2B Reports

This chapter contains detailed information about the following reports:

Bulk Reporting

E2B Pending Reports

Processed E2B Reports

Bulk Reporting

Bulk Reporting enables you to print, transmit and/or submit reports in bulk.

Select Reports --> Bulk Reporting to view the Bulk Report screen shown in the following illustration.

Bulk Reporting Filter Section

The Bulk Reporting Filter sections enables you to filter reports.

Surrounding text describes bulkreportingfilter.gif.

The following table lists and describes the fields in this section

Field	Description
Destination	Select an Agency to filter reports by that particular agency. Only the agencies that have reports in the Scheduled, Approved and Generated states are displayed. Click Filter to select multiple agencies from the Reporting Destinations dialog. The previous filtering criteria is saved and retained when the user invokes this dialog. By default, all agencies are assumed.
Report Form	Select any of the listed report forms to view reports belonging to the selected report form only.
Report Status	Choose either Scheduled/Generated, Pending, Failed, or Printed/Transmitted from the drop-down list.
Print Regulatory Report	Prints the report as Draft or Final. The Draft option is disabled when the printing option is set to Transmit. Select Medical Summary to view the list of only medical summaries of distinct cases in a PDF.
Approved Reports Only	Filters reports for only approved reports.
View All	Displays the bulk reports applicable to your filter selections.
Product Family	Enter a Product family to view all cases where the scheduled reports belong to the searched Product family.
Specific Case #	Searches a specific case. To do so, enter the Case Number of the case you wish to search and click the Retrieve button. This stores the agency selections last made.

Total Number of Rows Section

The system displays the search results in the Total Number of Rows section.

Surrounding text describes bulkreportingtotalrows.gif.

The following table lists and describes the fields and columns in this section.

Field	Description
Selected	Allows the user to select the report.
Lock State	Displays the Case status of the case to depict if the case is locked or un-locked.
Status	Displays the Report Status e.g. Scheduled or Generated etc. Click the status to view the report details.
Case Number	Displays the Case number. Click the Case Number link to open the case.
Country of Incidence	Displays the view Country of Incidence.
Report Type	Displays the Case Report Type
Suspect Product	Displays the Trade Name for which the report has been scheduled. If more than one Suspect Company Product exists for the case, an "(+)" is placed at the end of the product name. For Reports which were scheduled for the Device, the Device name is displayed.
Diagnosis	Displays the Primary Event Diagnoses PT
(Event Verbatim)	Displays the (Verbatim as reported) of the Primary Event.
S/U/R	Displays the Case Level Assessments: Serious (Y/N) Unlisted (Y/N) Causality (Y/N) Unknown is treated as a "?" The SUR link displays the Case Summary associated with the selected case.
F or LT	Fatal / Life Threatening If any of the events in the case are Fatal or Life Threatening F or LT is displayed. If the case is both F and LT, only F is displayed. If the case is neither F nor LT, only No is displayed.
7/15	Displays 7 if the report is due within 7 days Displays 15 if the report is due in more than 7 days
Report Form	Displays the Description of the report Click the Report form link to view the DRAFT Report as a PDF.
Destination	Displays the report destination (agency) for which the report is scheduled.
Initial / Follow-up (#)	Initial or Follow-up If Follow-up, the follow-up number is printed
Due Date	Displays the due date.
Days Past Due	Displays the number of days the report is past due date.
Downgrade	Allows the user to view if the report is downgrade. Displays Yes if the report is a downgrade report else.
View All	Allows administrator and workflow manager to see all items in the system.

Tip:

The icon (displayed in the lock state) in the Reports-> Bulk Reporting screen denotes a SUSAR (Suspected Unexpected Serious Adverse Reaction) case.

Printing Options

Several printing options are available to you.

The following table lists and describes the available printing options

Field	Description
Blind Study Product	Select this check box to print study cases with blinded information.
Mark as Submitted	Select this check box to mark reports as Submitted when the transmission/e-mail has been sent. A dialog is displayed is this check box is not selected. This dialog prompts you to confirm if the report is to marked as submitted or not. Select Yes or No, as required. This selection is remembered for the next time when you print a report.
Print Medical Summary	Allows the user to print the Medical Summaries.
Print	Allows you to choose the printer for the selected report from the Select Site Printer dialog. Select the Site and Printer Name where you wish to print the report and click OK.
Print List	Allows the user to print the current view of the Bulk Reporting.

User Options

The following options are available to you.

Lock State Header Options
Lock State Icon Options

Lock State Header Options

To sort the cases based on the following case status, click the Lock State header row. A pop-up appears listing the following sorting options:

Lock State
SUSAR
Exp/Per

These options enable you to sort cases based on the case categorization.

Tip:

The icon (displayed in the lock state) in the Reports-> Bulk Reporting screen denotes a SUSAR (Suspected Unexpected Serious Adverse Reaction) case.

Lock State Icon Options

Click the Lock State icon to view the list of options.

The following table describes these options:

Field	Description
View Report	Displays the Draft report.
Report Details	Displays specific information about the report as entered in the Regulatory Reports section.
Case Summary	Displays the Case Summary dialog
Remove Report	Deletes the report from the case on being asked for a justification
Mark for Non-Submission	Displays the Submission tab in the Report Details dialog. Select No for Mark for Non-Submission and enter the reason for the non-submission.
Remove Multiple Reports	Deletes multiple reports from the case on being asked a justification.
Mark Multiple for Non-Submission	Deletes multiple reports from the case on being asked a justification. The notes and date entered for the selected report are applicable for all the reports selected for Non Submission.

E2B Pending Reports

The E2B Pending Reports page enables you to:

View the E2B reports sent by the agency or the trading partner
Process an incoming E2B report.

You can do the following:

Check all the E2B values of the reports sent and determine whether to accept or reject the reports
Provide a user password and acceptance notes/rejection reason and accept or reject an incoming E2B report

Select Reports --> E2B Pending Reports to view Incoming E2B Reports page show in the following illustration.

Incoming E2B Reports Fields

The following table describes the fields on the IncomingE2B Reports page.

Field	Description
Trading Partner	Enter the trading partner. Click Filter to select an agency to filter by that particular Trading Partner. This allows you to select multiple agencies by clicking Add from the Select Reporting Destinations dialog.
Product Name/Generic Name	Enter the product name or generic name, as required.
Report Type	Select the report type, as applicable.
Transmit Date Range	Enter the range of the Transmit Date from the From and To fields. You can also select the range from the Range drop-down list.
Trading Partner	Displays the name of the Trading Partner of the case.
Initial / F/U / Null	The report version of the report Initial: If the case received is an Initial Case. Follow -up: If the case received is a Follow-up Case. Nullification: If the case received is a Nullification Case.
World Wide Unique #	The worldwide unique number of the received case.
Sender Case #	Displays the case number of the sender.
Transmission Sent	Displays when the transmission was sent.
MDN Sent Date	Displays the date the MDN was sent.
Interchange Processed Date	Displays the date the interchange was processed.
Case Receipt Date	Displays the date the case was received.
Country of Incidence	Displays the country where the incident occurred.
Report Type	Displays the report type of the case.
Imported Case #	Displays the number of the imported case.
Product Name	Displays the product name.
Generic Name	Displays the generic name of the product.
Event PT	Displays the Primary Event and Verbatim as Reported.
Event LLT	Displays the Event LLT for the Event Information.
Is/Will be assigned to this site	Displays the site membership of the case.
Pat Initials	Displays the initials of the patient.
Study ID/Pat. ID	Displays the Study ID/ the ID of the patient in the case.
Reporter Type	Displays the primary reporter's Reporter Type.
Reporter	Displays the first and last name of the Primary Reporter.

Button and Right-click Options

The following table describes the different buttons and right-click options available on Incoming E2B Reports page.

Button	Description
ICSR Viewer	Select this right-click option to launch the E2B viewer. For details, refer to the ESM User Help. Note: At the time of generating an E2B report, some characters entered by the user in the case form may not be displayed the same in the E2B report. For example, the E2B report equivalent of the "&" character entered in the case form is &. Similarly, there are other such characters that are represented differently in the E2b report. The table below contains the list of such characters and their equivalent representations in the E2b report:
View Error/Warning Message	Select this right-click option to view all warning messages including M2 validation errors and Multiple E2b Codes log.
Duplicate Search	Select this right-click option to perform Duplicate Search for the case being imported with the case present in the system.
Accept ISCR	Selects the incoming E2B report Execute these steps to accept an E2B Case: 1. Click the Accept E2B Case button. The Acceptance of Initial Report Confirmation dialog opens. 2. Enter your user password, date, and select a justification from the pre-defined list of justifications. 3. Click OK.
Reject ICSR	Rejects the incoming E2B report Execute these steps to reject an E2B Case: 1. Click the Reject E2B Case button. The Rejection of Initial Report Confirmation dialog opens. 2. Enter your user password, date, and select a justification from the pre-defined list of justifications. 3. Click OK.
Reject ICSRs	Enables you to reject multiple ICSRs by selecting the checkbox against each ICSR to that needs to be rejected. You can select the type of report to be followed up from the Follow Up Report Form screen. This screen allows you to select a Follow-up Report format for a Report Form. Select the desired option and click OK to print out the CIOMS or the MedWatch Report Form as a PDF report whilst importing the cases.
Accept ICSRs	Enables you to accept multiple ICSRs by selecting the checkbox against each ICSR to that needs to be accepted. You can select the type of report to be followed up from the Follow Up Report Form screen. This screen allows you to select a Follow-up Report format for a Report Form. Select the desired option and click OK to print out the CIOMS or the MedWatch Report Form as a PDF report whilst importing the cases.

Pending Reports

When using E2B Pending reports, be aware of the following:

The system uses the Oracle Text profile settings for the duplicate search in E2B Pending configured in the Argus Schema Creation Tool.
The user can right click on the row and select the following:

Case Summary. This displays the Case Summary (current functionality)

Medical Summary. This displays the Medical Summary report, if the user has permission to access the Medical Review dialog.

Case Form Print. This launches the Case Form Print dialog to enable the user to print the case form in a new IE window.

Bulk Incoming E2B Reports

The Bulk Incoming Reports dialog allows the user to import multiple E2B reports that have been sent by the agency or trading partner.

Be aware of the following:

The reports that are imported can be a combination of Initial, Follow-up and Nullification reports.
The only pre-requisite for this dialogue is that Case numbering should be set to auto-numbering and not manually.
Bulk Incoming Reports does not prevent the duplicate cases to be loaded into the system.

To view Bulk Incoming Reports

Select multiple reports from the Incoming E2B Reports screen and click Accept ICSRs.
The system opens the Bulk Incoming Reports screen.

The following table lists and describes the fields in the Bulk Incoming Reports dialog box.

Field	Description
Agency Name	This drop down list contains unique trading partner from the E2b reports have been received. You can select a particular agency/trading partner to filter the E2b reports.
Product Name	This drop down list contains unique suspect Product Names extracted from the received E2b reports. Select a particular suspect product to filter the E2b reports. If an Agency Name is selected, the Product Name list contains all suspect products belonging to that agency name.
Follow Up Output Format	This drop down list contains CIOMS-I, MedWatch and Case Form. You can print all E2b reports in CIOMS-I, MedWatch or Case Form format only if the Follow Up checkbox has been selected.
Source Count	Displays the total number of E2b reports with breakdown in 'Initial' 'Follow Up' and 'Nullification' category.
Report Type	Displays the report type.
Selected Count	Displays the number of E2b selected by the user to load the E2b reports in Argus Safety. Selected count can be changed by checking the 'Initial' or 'Follow Up' or 'Nullification' checkbox.
Import	Imports all the reports. Note: For the Import process, if the system receives an E2B report with the Medically Confirm field set to 1, the Primary reporter is marked as HCP.
Cancel	Removes the Import E2B reports window.

Duplicate Search

The Duplicate Search dialog for an E2B report enables you to search for possible duplicate cases in the Argus Safety system. You can select different combinations of search criteria. When more than one criterion is selected, only cases that satisfy all criteria are listed. By default, only the fields that are present in the E2B Report are checked for the Duplicate Search.

Duplicate Search Dialog Box Fields and Field Descriptions

The following table describes the fields present in the Duplicate Search dialog.

Field	Description
Agency	The name of the primary agency.
Original Case Number	The original case number.
Message Number	The message number of the case.
Product Name	The product name that caused the adverse event.
Generic Name	The generally known, popular name of the product.
Report Type	The type of report.
Study ID	The Study ID.
Receipt Date	The date the report was received by Argus and saved in the system.
Center ID	The ID of the center.
Sal.	The salutation such as Mr. or Mrs.
Suffix	The suffix, if applicable, that follows the name.
First Name	The first name of the patient.
Last Name	The last name of the patient.
Country of Incidence	The country where the incident occurred.
State	The state where the incident occurred.
Postal Code	The postal code of the area where the incident occurred.
Patient Name	The name of the patient.
Event Desc.	A description of the adverse event.
Initials	The initials of the patient.
Onset Date	The date from when the first reaction or adverse event occurred.
Pat. ID	The ID of the patient.
Age/Units	The age of the patient.
Pat. DOB	The date of birth of the patient.
Gender	The gender of the patient.
Reference #	National Regulatory Authority's Report Number, used as a Reference Number.
Journal	The journal name related to the adverse event.
Nullification Reason	The reason why the case was nullified.
Accept Initial E2B as Follow-Up	Enables you to accept initial E2B as a follow-up
Search	Finds results matching the specified search criteria.
View E2B	Enables you to view the E2B report.
Accept E2B Case	Enables you to accept an E2B case.
Reject E2B Case	Enables you to reject an E2B case.
View Warning	Enables you to view warnings associated with the case.
View Differences	Allows viewing differences between the current XML to be imported (a message that is not yet imported into the database), the current case data in the database, and if a case has been imported before, the last imported case. Note: This button is available only for follow-up and nullification reports.
Case Number	Displays the case number of the case matching the search criteria.
Pat. Initials	Displays the initials of the patient in the case matching the search criteria.
Action	Enables you to view the Case Summary dialog.
Project ID	Displays the Project ID of the case matching the search criteria.
Study ID	Displays the Study ID of the case matching the search criteria.
Date	Displays the date of the case matching the search criteria.
Country	Displays the country name of the case matching the search criteria.
Product	Displays the product name involved with the case matching the search criteria.
Event	Displays the event involved with the case matching the search criteria.
Report Type	Displays the report type of the case matching the search criteria.
Reporter	Displays the reporter involved with the case matching the search criteria.

Tip:

The system displays the search results the Total Number of Rows section. Click the Action icon to view the case summary dialog.

Duplicate Search for Incoming Review

The Duplicate Search in Argus Central Incoming review enables you to search on Reference ID and Keyword field in Argus cases.

The following table lists and describes the fields on the Duplicate Search screen.

Field	Description
Product Name	The product name that caused the adverse event.
Report Type	The type of report.
Receipt Date	The date the report was received by Argus and saved in the system.
Generic Name	The generally known, popular name of the product.
Study ID	The Study ID.
Reference ID	Enables you to search for a duplicate case based on reference ID.
Keyword	Enables you to search for a duplicate case based on a keyword.
Sal.	The salutation such as Mr. or Mrs.
Suffix	The suffix, if applicable, that follows the name.
First Name	The first name of the patient.
Last Name	The last name of the patient.
Country of Incidence	The country where the incident occurred.
State	The state where the incident occurred.
Postal Code	The postal code of the area where the incident occurred.
Initials	The initials of the patient.
Pat. ID	The ID of the patient.
Age/Units	The age of the patient.
Gender	The gender of the patient.
Onset Date	The date from when the first reaction or adverse event occurred.
Event Description.	A description of the adverse event.

Be aware of the following:

The Reference ID field searches on the following fields in the Argus case:
- Additional Info | Case Reference ID
- Reporters | Reporter's Reference #
- Argus Case Number
By default the system populates the Keyword field with the first value from the incoming affiliate event.

View Differences Report

The View Differences Report enables you to view differences between the current XML to be imported (a message that is not yet imported into the database), the current case data in the database, and if a case has been imported before, the last imported case.

Note: View Differences is available for follow-up reports only. This option is enabled only when an initial case or case number is selected in the duplicate search output section.

Click View Differences from the Duplicate Search screen to view the View Difference report. This displays the E2B Difference Report.

The following table describes the fields in the report.

Field	Description
Trading Partner	Allows you to view the Trading Partner name from whom the E2B report is received. Note: The Lock/Archive icon displayed with this field denotes the status of the case.
DTD Version	Allows you to view the DTD version of the follow-up E2B report.
Case Number	Displays the original case number of the E2B report.
Follow Up #	Displays the sequence number of the follow-up for the E2B report.
Total Number of Rows	Allows you to select the type of E2B Difference to view from: Current E2B vs. Current Case in Database Current E2B vs. Last Imported E2B Current Case in Database vs. Last Imported E2B
Import	Select this check box to highlight import differences.
E2B Element	Select this check box to highlight E2B differences.
Current E2B	Select this check box to highlight differences in the current E2B.
Current Case in Database	Select this check box to highlight differences in the current case in the database.
Last Imported E2B	Select this check box to highlight differences in the last imported E2B.
Accept Follow-up	Allows you to update the corresponding fields for the selected E2B elements in the Argus case.
Reject Follow-up	Does not update the corresponding fields for the selected E2B elements in the Argus case.
Print List	Provides the difference report in a PDF format.

Displaying Differences

The system displays the differences in the E2B reports as follows:

Addition -- New elements are highlighted in grey.
Deletion -- Deleted elements are highlighted in red.
Modification -- Modified elements are highlighted in yellow.

Accept Initial E2B Cases As Follow-Up

This option is enabled only when an initial case or case number is selected in the duplicate search output section.

Click this button to add an ICSR as a follow up to the Case Number, which you have highlighted in the duplicate search output section.
A pop-up dialog appears: "Do you want to add this ICSR as a Follow-up to the Case Number<Num>?"
Click OK to proceed.

Tip:
Click Cancel to return back to the duplicate search screen.
The Argus application attaches the incoming ICSR as a follow-up, to the selected case number highlighted in the duplicate search screen.

Processed E2B Reports

The Processed E2B Reports page contains a list of all the processed E2B Reports.

Search Criteria Section

The system enables you to enter search parameters in the Search Criteria section.

Surrounding text describes processede2bsearch.gif.

The following table lists and describes the fields in the Search Criteria section.

Field	Description
Trading Partner	Enter the trading partner. Click Filter to select an agency to filter by that particular Trading Partner. This allows you to select multiple agencies by clicking Add from the Select Reporting Destinations dialog.
Product Name	Enables the user to select a Product Name as a search criterion.
Import Status	Enables the user to select Import Status as a search criterion.
Report Type	Select the report type, as applicable.
Date Range	Enables the user to select and specify the Date Range as the search criteria.
Start Date	Enables the user to enter the start date for the search.
End Date	Enables the user to enter the end date for the search.
Range	Enables the user to select a Range as a search criteria.
Retrieve	Enables the user to retrieve any stored search criteria.

Total Number of Rows Section

The system places the search results in the Total Number of Rows section.

Surrounding text describes processede2btotal.gif.

The following table describes the columns in the Total Number of Rows section.

Field	Description
Originated Case#	Displays the Originated Case Number of the case.
Initial/F-U/Nullification	Displays the Initial/F-U/Nullification status.
Trading Partner	Displays the name of the trading partner.
World Wide Unique#	Displays the World Wide Unique # of the case.
Import Status	Displays the import status of the case.
Warnings / Errors	Displays warnings/errors associated, if any.
Accepted / Rejected By	Displays who accepted or rejected the case.
Notes	Displays the notes for the case, if any.
Interchange Date	Displays the Case Number with which the case has been imported on the specified interchange date.
Date Imported/Rejected	Displays the date the case was imported/rejected.
ICK/ACK Sent	Displays the status of the ICK/ACK. Yellow is displayed if it is still pending. Orange is displayed if it is accepted by warnings / errors. Red is displayed if Rejected by user or system. Green denotes successful import in the system.
EDI Out	Displays the EDI Out status. Yellow is displayed if it is still pending to send the report out of the EDI / XML or PHY out folders. Green is displayed if it is already sent out of the EDI / XML or PHY out folders. Red denotes that the EDI gateway failed to send the report out of the EDI / XML or PHY out folders.