Using Coder Tools
Vault Coder includes a specialized administration area within Tools > Coder Tools. From Coder Tools, you can perform administration tasks related to coding activities in your vault, such as managing application- and study-level settings, creating synonym lists and do not autocode lists, and form configuration. Performing these tasks in a single location saves you time. Note that tasks in this area apply at the vault and study level, except for form configuration.
Accessing Coder Tools
To access the Coder Tools administration area, click the Tools tab in the primary navigation bar, and then click Coder Tools.
Once in Coder Tools, you can click the sub-tabs to navigate to different areas within.
Coder Tools Tabs
The Coder Tools area is divided into tabs based on which task you’re performing.
In Application Settings, you can manage settings at the application level. These settings serve as a default for Studies in your vault. You can then modify settings on a study-by-study basis from Study Settings.
From Study Settings, you can manage settings at the study level. You can also perform configuration on coding Forms, including assigning Synonym Lists and Stop Lists, as well as upversioning, from the Form Configuration section of Study Settings.
See these help topics for details:
- Coder Application & Study Settings
- Form Configuration in Coder Tools
- Upversioning to a New Dictionary Release
From Synonym Lists, you can create new Synonym Lists and add or import Synonyms. When configured, you can also review and approve Synonyms. See Managing Synonym Lists for details.
Do Not Autocode Lists
From Do Not Autocode Lists, you can create new Do Not Autocode Lists and add verbatims to the Do Not Autocode List. See Managing Do Not Autocode Lists for details.
Which permissions control your access depends on when your vault was created. If your vault uses the Role by Study feature, see the first section, Role by Study Permissions. If your vault does not use the CDMS Role by Study feature, see the second section, Profile Permissions.
Role by Study Permissions
Users with the standard CDMS Clinical Coder Administrator application role can perform the actions described above by default. If your vault uses custom Application Roles, your role must have the following permissions:
|Standard Tab||Coder Tools Tab||
Ability to access the Coder Tools tab
|Functional Permission||Manage Coder Study Settings||
Ability to edit Study Settings in Coder Tools
|Functional Permission||Manage Jobs||
Ability to create, edit, and delete scheduled jobs
If your Study contains restricted data, you must have the Restricted Data Access permission to view it.
Learn more about Study Roles.
Users with the standard Vault Owner security profile can perform the actions described above by default.