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.

Access Coder Tools from the Tools Tab

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.

Coder Tools tabs

Application Settings

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.

Coder Tools > Application Settings

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 Tools > Study Settings

Synonym Lists

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.

Synonym Lists tab

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.

Do Not Autocode Lists tab

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:

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

Functional Permission Manage Jobs

Ability to create, edit, and delete scheduled jobs

Functional Permission

Learn more about Study Roles.

Profile Permissions

Users with the standard Vault Owner security profile can perform the actions described above by default.