Add and configure source folders

After confirming a successful connection to your email server, you can select which folders you want Oracle Safety One Intake to monitor for incoming Adverse Event reports and configure details about how the reports should be processed.

The Add Sources form automatically displays below the Authentication fields after validating the connection details.

You can associate more than one source folder per email account if your organization has multiple email folders dedicated to Adverse Event reports.

When you have multiple source folders configured for a single email account, make sure that the Source Name is unique. You cannot configure multiple sources with identical names.

  1. Select a Source Name from the drop down list.

    Note:

    The source names displayed in this list correspond to what you have configured in the INTAKE_SOURCE code list Argus Console. See Configure the email intake source name for set-up information.
  2. Select a Monitoring Folder from the drop down list.

    The Monitoring Folder drop down list displays all available folders configured in your email client.

    Note:

    The Inbox folder is selected by default if it is available and not already being used as a source folder for this email account .
  3. Select a Site from the drop down list.
  4. Click Settings Settings to configure details about how you want Adverse Event reports processed for this source.

    Table 4-3 Source-level settings and rules

    Setting Name Notes
    Manually check all emails for validity
    • Enable this setting if the source is not trusted.
    • Flags the record with the Check validity task in the Intake Worklist.
    Automatically assess email body for Adverse Events.
    • This setting is enabled by default if you have the appropriate subscription.
    • Uses advanced extraction capabilities (AI/ML) to process the email body.
    Manually determine document grouping

    (When emails are received with multiple documents)
    • Enabled by default.
    • Flags the record with the Check validity task in the Intake Worklist.
    Group documents as a single record

    (When emails are received with multiple documents)

    		  
    Separate documents into individual records

    (When emails are received with multiple documents)

    		  
    Received date to receipt date field.

    (Map Email Header to Case Form)

    		  
    Sender name to reporter name field.

    (Map Email Header to Case Form)

    		 Enabled by default.
    Sender email address to reporter email address field.

    (Map Email Header to Case Form)

    		 Enabled by default.
    Subject line to keyword field.

    (Map Email Header to Case Form)
    • Enabled by default.
    • This option will be functional in a future release.
    Send case acceptance (ACK) notification to sender.

    (Send Notifications)

    		 See Set up outgoing emails for additional configuration details.
    The Settings drawer opens, displaying all possible configuration options for the source.
  5. Make your configuration selections and click Save.

Parent topic: Safety One Intake configurations