Coder Application & Study Settings


There are various settings that control available functionality, such as Synonym List review and autocoding scope, within Vault Coder that you can manage from Coder Tools. Vault Coder includes application-level settings, which Vault uses as a “template” and applies to new Studies. You can customize these from Coder Tools > Application Settings.

You can then customize settings on a study-by-study basis from Coder Tools > Study Settings.

Accessing Coder Tools

To access the Coder Tools administration area, click the Tools tab in the primary navigation bar, and then click Coder Tools.

Access Coder Tools from the Tools Tab

Once in Coder Tools, you can click the sub-tabs to navigate to different areas within.

Application Settings

You can modify the default settings at the application level from Coder Tools > Application Settings. These settings are the default settings for each new Study in your vault. You can configure settings for an individual Study from Coder Tools > Study Settings

Application Settings

How to Edit Application Settings

Changes application-level settings apply to all future Studies in your vault.

To change application-level settings:

  1. Navigate to Coder Tools > Application Settings.
  2. Click Edit. Edit button

  3. Choose Yes or No for each setting that you would like to change. See descriptions of each setting below. Application Settings in Edit mode

  4. Click Save.

Study Settings

You can modify settings on a study-by-study basis from Coder Tools > Study Settings. Changes here only apply to the selected Study. By default, the study-level settings selections match the application-level settings.

Study Settings

From Coder Tools > Study Settings, you can also:

How to Edit Study Settings

If you change a setting in Coder Tools > Study Settings, Vault applies the updated settings immediately. Take care when updating settings after coding is in progress for a Study.

To edit study-level settings:

  1. Navigate to Coder Tools > Study Settings.
  2. Use the Study Selector to select your Study:
    • Type your study’s Name in the Search Studies field.
    • Click your Study to select it. Study Selector
  3. Click Edit. Edit button

  4. Choose Yes or No for each setting that you would like to change. See descriptions of each setting below. Study Settings in Edit mode

  5. Click Save.

Available Settings

The following five (5) settings are available:

Add to Synonym Lists by Default

The Add to Synonym Lists by Default setting controls whether or not Vault automatically generates a Synonym List for a Study.

Selection Default Impact
Yes Vault automatically generates a Synonym List at Study creation and adds Synonyms to it by default as coders code. Coders can choose to not add to the Synonym List while coding.
No   Vault does not generate a Synonym List. You must manually create a Synonym List and coders will have choose to add to the Synonym List.

Review Additions to Synonym Lists

The Review Additions to Synonym Lists setting controls whether or not Vault automatically adds Synonyms to the Synonym List after a coder assigns a code while Add to Synonym List is toggled to Y (Yes).

Selection Default Impact
Yes   You can review and approve (or reject or delete) Synonyms before they are used to inform autocoding and suggestions. Before you review them, Synonyms remain in the Pending Review status. If there is already a Synonym record with the exact same name, including Indication and Route (for WHODrug), and that Synonym is Active or Pending Review, Vault Coder doesn’t add a new Synonym for you to review. If there is not an exact match, or the exact match is Rejected, then Vault creates a new Synonym (in the Pending Review status) for you to review.
No Vault automatically approves and adds Synonyms to the Synonym List and uses them to inform autocoding and suggestions right away. Vault first checks if there is an exact match for the verbatim in an existing Synonym, including Indication and Route for WHODrug. If there is an exact match, Vault does not create an additional Synonym record. If there is not an exact match, Vault creates a new Synonym record in the Active status.

Autocode from Dictionary

The Autocode from Dictionary setting controls whether or not Vault autocodes from the coding dictionary, in addition to the Synonym List.

Selection Default Impact
Yes   Vault autocodes from both the Synonym List and the dictionary. Vault first attempts to autocode from the Synonym List. If there are no matches, Vault then attempts to find a match in the coding dictionary.
No Vault autocodes based only on the Synonym List (not from the dictionary).

Autocoded Code Requests Require Review

The Autocoded Code Requests Require Review setting controls whether or not Code Requests enter the Pending Review or Approved status after a coder user assigns a code.

Selection Default Impact
Yes Autocoded Code Requests enter the Pending Review status after autocoding and are included in the count of Pending Review requests.
No   Autocoded Code Requests are automatically approved and are included in the count of Approved requests.

Code With ATCs

The Code With ATCs setting controls whether Vault stores ATCs for WHODrug Code Requests during coding. Some users prefer to code without ATCs because they haven’t coded with ATCs or feel that it doesn’t provide any additional value to their analysis.

Once there is at least one Code Request with an assigned code, Vault locks this setting for the Study.
Selection Default Impact
Yes Vault stores ATCs for WHODrug Code Requests during coding.
No   Vault does not store ATCs for WHODrug Code Requests during coding.

Users with the CDMS Clinical Coding Administrator study role can perform the actions described above by default. If your vault uses custom Study Roles, you must have a Study Role that grants the following permissions:

Type Permission Label Controls
Functional Permission Coder Tools Tab

Ability to access the Coder Tools tab

Functional Permission Manage Coder Study Settings

Ability to edit Study Settings in Coder Tools

Learn more about Study Roles.