Skip to main content

Email intake configuration

In PV, you can set up the system to automatically retrieve files—SAE forms—from emails sent to a specific mailbox. When retrieved, these files land in the PDF Import module where the data is processed and imported as new or follow-up ICSR. The email intake functionality helps you minimize manual file upload operations, fast-forward the data retrieval process, and eliminate potential human error.

Important

Contact the EDETEK administrator for assistance in preconfiguring the mailbox with needed subfolders and other technical parameters—such as email and PDF templates and more—to suit the email intake process.

From the Email Intake List page, you can access all the email intake configurations and their details as explained in the following table.

Email intake list
Figure 1. Email intake list

Column

Details

Monitoring Email

Represents the email to which the files are sent and then retrieved from by the PV system.

Monitoring Folder

Represents the folder under the preconfigured mailbox that is being checked for any incoming emails with files for retrieval.

Trigger Module

Represents the name of the PV module—PDF Import—that hosts the files retrieved from emails for further processing and import to the system.

PDF Template

Represents the name of the PDF template preconfigured for you in PV by the EDETEK administrator, aiding the system to recognize your similar PDF files and properly interpret their contents.

Send Notification

Represents if the successful data processing notification is sent or not as follows:

  • Yes: the system sends an automated notification to the sender of the file whenever the email intake is successfully imported to PV.

  • No: the system does not send an acknowledgment email to the sender after intake is successful within PV.

Email Template

Represents the name of the email notification template that is automatically sent when the data from the email intake file is successfully imported to PV.

This template is preconfigured for you by the EDETEK administrator.

Scheduled Task

Сontrol the email intake process as follows:

  • Turn on the toggle to enable the system to run automatic checks and file retrieval from the preconfigured mailbox with established frequency.

  • Turn off the toggle to disable automatic checks and file retrieval from the preconfigured mailbox.

See more in the Enable/Disable email intake configuration section.

Status

Represents the current state of the email intake configuration—activated or inactivated.

Creator

Represents the name of the system user who added the email intake configuration.

Create Time

Represents the exact date, time, and time zone indicator when the email intake configuration was added.

Modified By

Represents the name of the system user who last edited the email intake configuration.

Modified Time

Represents the exact date, time, and time zone indicator when the email intake configuration was last edited.
In this section:

An adverse event that results in death, is life-threatening, requires subject hospitalization or prolongation of existing hospitalization, results in persistent or significant disability/incapacity, or is a congenital anomaly/birth defect.

A safety service document that includes information required for reporting the adverse events and problems related to products and complaints filed by consumers with respect to any product.