Add, edit, or change the name and term of a monitored product

Your organization chooses the products to monitor. For non-interactive signal configurations, Oracle creates the list of monitored products during preparation of the signal management data. You can add or edit a product to be monitored and change the names and terms of the monitored product.

In the product-event combinations panel, select a tab to display a specific product-event combinations table determined by the tab view. By default, there is a tab for each active alert type. Also if a default view has been configured this will be the first tab on the left. The first tab on the left displays the default view if a default view has been configured for either the product or the signal configuration. Depending on the setup, the default view is:

The product default view, if selected.
The configuration’s default view, if no product default view is selected.
No default view tab, if no product or signal configuration default view is selected.

Note:

If you add, edit or change the name of a monitored product and your site uses multisource signal configurations, then all connected configurations are impacted. You cannot add, edit or rename a product from the multisource signal configuration if the lead configuration is undergoing a refresh.

Add or edit a product to monitor

Note:

Product property values must be set up before you add a product. The values available when adding a product are defined when setting up the Signal Configuration.

In the left navigation pane, click the Signal Review icon ().
From the Manage Reference Data menu (), in the upper right corner, select Add Product.
In the Add/Edit Product window, fill in the fields according to the table below.
- Code list values are defined on the Edit Product Fields page under Manage Signal Configurations. The code list values determine the Category, Complexity level, and Organization values available for selection.
- To be considered for complexity-based alert type rules, products must have values for both Complexity level and Birthdate.
- Review period values are used for alert type rules based on review period.
- Complexity Level, Birthdate, and Review Period values have an impact on alert calculations. Changes made to these properties do not take effect until after the next refresh.
Click Save.
To enable your changes to take effect, refresh the configuration.
If you are changing the product name or product term in a multisource signal configuration:
1. Refresh the underlying lead configuration.
2. Refresh the multisource signal configuration.

Statistical information and alerts will appear after the next refresh. Customers should contact Oracle for adding products to scripted signal configurations.

Change the name of a monitored product

Before you begin, consider the following:

You must have the Manage Signaling Terms user permission to rename a product.
Product names must be unique within the signal management configuration.
Product terms must be unique within the signal management configuration.
Product term must match what's in the data configuration.
Renames do not take effect until you refresh the signal configuration.
Renames in a multisource signal configuration do not take effect until you refresh the underlying lead configuration, and then refresh the multisource signal configuration.
If you rename a product multiple times between signal management refreshes, the most recent rename is applied during the next refresh.

In the left navigation pane, click the Signal Review icon ().
(Optional) From the Products By drop-down list, select a product grouping, then select a card to filter the Products table.
Click the product's Row Action Menu () and select Rename.
To change the product name, in the New product term text box, type the term. You can also select a product term from a list using the following links:
- Select < hierarchy > Term—Appears if the product is associated with a hierarchy such as the Anatomical Therapeutic Chemical (ATC) Classification System. For more information, see Select hierarchy terms.
- Select Available Value—Displays valid product terms. For more information, see Selecting values from a list.
Note:
To prevent spelling and capitalization errors, we recommend that you select rather than type values.
To change the product name, in the New product name text box, type the name.
Click Save.
To enable your changes to take effect, refresh the configuration.
Note:
If you are changing the product name or product term in a multisource signal configuration:
1. Refresh the underlying lead configuration.
2. Refresh the multisource signal configuration.

Note:

If you add a product that was previously deleted from the signal configuration and the configuration has not been refreshed since the deletion, then the product’s tracked alerts appear as reviewed until the next refresh. After the next refresh, the alerts that were removed when the product was deleted no longer appear on the Signal Review pages or in the signal history.

Field descriptions—Add/Edit Product window

Field	Description
Product term	Unique name of the product. For interactive signal configurations, you can select terms from a list using the following links: Select < hierarchy > Terms —Appears if the product is associated with a hierarchy such as the Anatomical Therapeutic Chemical (ATC) Classification System. For more information, see Selecting hierarchy terms. Select Available Value—Displays valid product terms. For more information, see Selecting values from a list. Note: You cannot change the Product term when editing a product.
Product name	Common name of the product that appears by default in the Products table. The value is initially populated from the Product Term value, but can be changed to a unique value when adding or renaming a product. Changes take effect after the next refresh. Note: You cannot change the Product name when editing a product.
Category	One of the categories defined for your signal configuration.
Complexity level	From None to High, or a custom level if defined. This impacts alert calculation. Changes take effect after the next refresh.
Birthdate	Date is used when scheduling complexity alerts, in >MM/DD/YYYY format. This impacts alert calculation. Changes made do not take effect until the next refresh.
Organization	Organization associated with this product, as defined for your signal configuration.
Review period	Frequency that evaluations take place for this product; for example, every 3 months, 6 months, or 1 year. This impacts alert calculation. Changes made do not take effect until the next refresh. This field is required if an administrator set up the Review Period feature for the signal configuration.
Default view	Name of the default signal view associated with the product. This view appears as the left-most tab when the product is viewed on the Product-Event Combinations page. This setting is ignored if disabled in the signal configuration. If a different default view is specified in the signal configuration, the product's default view takes precedence and is shown.
Product group	Group associated with the product. To select an existing group, click Select from existing groups and select from a list of groups. To add a new group, click Add new group and type in a group name. Note: Products, not reviewers, belong to groups.
Reviewers (optional)	Names of individual reviewers assigned to the product. Click Add Reviewers From List to select reviewers from a list. If the product is marked as participating in automatic assignment of reviewers, you can specify only one reviewer. If there is already a reviewer assigned to the product, you can select no reviewer (--) to remove the assignment. Reviewers available for assignment are users in login groups to which the signal configuration is assigned.
Participates in automatic assignment	Whether the product is eligible for automatic assignment of reviewers. This option is only available if the Allow Automatic Assignment of Reviewers to product site option is enabled.

Parent topic: Manage monitored products