4 Uploading documents

Consolidated Intake can ingest Adverse Event (AE) documents automatically, but depending on your role, you may also be able to upload AE documents manually.

• Understanding which documents to add
  The Consolidated Intake system can be configured to automatically process a range of AE document types.
• Upload documents automatically
  Consolidated Intake can ingest documents automatically via email, Electronic Data Interchange (EDI), and APIs.
• Upload documents manually
  One way of processing AE documents in Consolidated Intake is through manual upload, using the user interface. This feature may be useful to you if the file you are working with is an E2B or document that can be automatically extracted using the additional Oracle Safety One Intake subscription.
• Create a record using Manual Intake
  When you create a new record using the Manual Intake option from the More Actions menu on the Intake Worklist, you can begin the intake workflow for the record without a source document. The process begins with you performing a search of existing records.