Intake Form enhancements

The Intake Form is refactored in release 2026.1.01 to match the fields and functionality of the Argus Case Form while adding support for multi-lingual fields, an updated Document panel for source files, and a Quality Check pane where you can quickly review areas of the Intake Form that require attention.

One-to-one mapping with the Case Form

You can think of the Intake Form like a subset of your existing Argus Case Form. This release introduces one-to-one mapping from the Intake Form with the fields configured in the Argus Case Form, ensuring that codelist values and customized Case Form field properties are consistently captured during Intake. The fields displayed to you on the Intake Form also inherit the user group level access configured in Argus Console.

Redesigned User Interface

The redesigned Intake Form header displays the Intake ID, seriousness indicators, the status and current task for the selected record, the aware date, country of origin, study and Patient IDs if applicable, the source of the intake record, and any relevant actions you can take on the record. Below the header, the Intake Form is split into three panes: The source document viewer, the interactive Intake Form where you can view and update information extracted from the source document(s), and the navigation and Quality Check pane where you can click through areas of the Intake Form that need attention.

Expanded and updated field support

Since the Intake Form has been refactored to more closely use the same sections and fields as the Case Form, you can expect an updated user experience interacting with Intake Form fields:

• Multiple languages can now be captured and translated in the Intake Form.

  Note:

  You must open a CR to configure and use the translation service.
• You can now perform codelist lookups on fields like Reporter, Study, Literature, Company, and Product.
• Auto-calculated fields are now supported.
• Event and drug coding are supported via MedDRA and WHODrug.
• “Label”, “Null Flavors”, “Hidden”, and “PII” properties on the Intake From use predefined settings aligned with ICH guidelines when applicable. You can view the settings in the Safety One Argus Intake Field List spreadsheet in the eTRM documentation.

  Note:

  If you would like the Intake Form to display the Label, Null Flavor, Null Flavor Set, and Hidden properties the same way they appear on Case Form - and have these properties synchronized to the Case Form field configuration - you need to submit a Change Request (CR) with the relevant details.
• If you have made changes to the Argus out-of-the box configuration of common profile switches to display patient and parent initials and date of birth based on User Group data access, you will need to submit a Change Request (CR) with the relevant details.

PII and Blinded Data handling

• Fields containing Personally Identifiable Information (PII) in the Intake Form are displayed based on your user credentials.
  • This is configured at the Case Form section level in Argus Console > Access Management > User Groups > Case Form.
• If your user account is not configured to view PII, the field displays the value as “[PII Restricted]”.
• If your user account has the setting "Protect from Unblinded Information" enabled, blinded fields show as "[Blinded]" on the Intake Form.

Document pane enhancements

• The source document pane initially displays the primary document so you can compare it side-by-side with the Intake Form fields. All source documents, emails, and attachments can be accessed from the document pane.
• Navigate between multiple source documents by using the 'Case Files' drop down menu.
• You can access the Attachments interface (which loads in the Intake Form section of the screen) by clicking 'Manage Documents…' from the 'Case files' drop down menu.
• You can expand and detach the document pane for more flexibility in your digital workspace.
• An in-line preview is now available for E2B reports.

Navigation and Quality Check panel

• The rightmost panel of the redesigned Intake Form contains the navigation pane, accessed by clicking Case at the top of the panel, as well as the new Quality Check feature, accessed by clicking Quality Check at the top of the panel.

  Note:

  Quality Check is only available in the navigation pane when there are issues present in the Intake Form.
• The Case navigation pane lists all of the sections of the Intake Form. Clicking on a section in the navigation pane opens the selected area of the Intake Form in the center of the screen.
• The Quality Check panel displays any areas of the Intake Form that require manual intervention or correction before processing the Intake Record. Clicking one of the items in the Quality Check pane reloads the Intake Form in the center pane to bring you directly to the field that requires attention. Once you resolve the error or review the required information, you should click the 'Save' or 'Validate' button in the header to commit your changes. If the validation passes, the item is removed from the Quality Check pane.

Audit log enhancements for Intake Form

• “Intake Record” is introduced in Utilities > Logs > Audit Log to track the changes made to Intake Records.
• The Export History option from Expand details is no longer available. You can access the export history using the Intake Record category in the Audit Log.