Configuring Case System Numbering

To specify the case numbering preferences:

1. Go to System Configuration > System Numbering > Case.
2. Enter the fields as described in the following table.
3. Click Save.

Field Descriptions - Case System Numbering

Field or Control Name	Description
Manually Number Cases	Enables you to manually number the cases on booking or while copying the case, using the Save As option on the case form.
Automatically Number Cases	On selection, the system automatically numbers the cases as defined by you in the numbering format.
Start at	Enables you to initialize the counter of the sequence number for automatic case numbering.
Separate sequence for each site	Enables you to separate the sequence numbering for cases on site by site basis. If there are cases being entered from two different sites then each site will have different sequencing of case numbers.
Separate sequence for each report type	Enables you to separate the sequence numbering for cases by the report type of the case.
Separate sequence for each year	Enables you to reset the sequence numbering for cases after each year based on the initial receipt date of the case.
Separate sequence for each month	Enables you to reset the sequence numbering for cases after each month based on the initial receipt date of the case.
Separate sequence for each product abbreviation	Enables you to reset the sequence numbering for cases for each different product abbreviation.
Numbering Format	Enables you to select the numbering format by selecting the different placeholders. Define the numbering format by typing in custom keywords to print on every case number and selecting different placeholders. Alternatively, you can click on each placeholder in the order that you require for them to appear on the case. [YY][MM]-[####] is the default format.
Placeholder	Placeholders are used to pickup values from the database to be used in the case numbering format. The possible values populated in this list are: # - Number: defines the digits to be used as the sequence number in the format. The field is used to display the sequence number on the case numbers. CC- Country Code: When selected, this uses the A2 code for the country of incidence for the case number. DD - Day: When selected, this uses the date of the Initial Receipt Date field of the case. MM - month: When selected, this uses the month of the Initial Receipt Date field of the case. P - When selected , this uses either of the two values: If report type is Spontaneous or Other during booking: the system uses the value of the Product Abbreviation field specified in the product configuration for the selected primary suspect product. If report type is of the type report from study during booking: the system uses the Product Abbreviation field specified in the study configuration. SSS - User Site: When selected this uses the Site Abbreviation of the site belonging to the user who booked in the case. TTT - Report Type: When selected this uses the report type abbreviation of the report type selected during booking of the case. YY- Year: When selected, this uses the year of the Initial Receipt Date field of the case.