Comparing and Reconciling

Following is a scenario depicting the process of Compare and Reconcile for an E2B case.

You can compare and reconcile the case version and the follow-up information received and adopt the information from follow-up into the current version.c

1. Consider a case available in the Notification window.

Note: For an E2B case, Append button in the Notification window is not accessible for you. You can append documents once compare and Reconcile is complete.

2. Click Compare and Reconcile.
   The application displays the record level differences.

When the application has similar products in the follow-up version and in the latest version but differ in their content in the context fields, then the application allows you to explicitly map the displayed versions.  Mapping helps you compare information and there by enables you to copy the information in the follow-up version to the latest version of the case.  When you are comparing two versions of a case, the application displays all the records in the Record Level Differences screen.

The application supports the Blind or Unblind product by allowing you to copy from follow-up version to the latest version of a case.

In the Record Level Differences screen, the Normal/Blinded/Unblinded records are displayed as separate links under Modules in the left pane.

1. • Suspect

   • Suspect Blinded

   • Suspect Unblinded

   • Vaccine given on same day Blinded

   • Vaccine given on same day Unblinded

NOTE: Before performing the following steps make sure you have privileges and update access to AER to reconcile AERs. Based on the settings in the Field Maintenance screen of the Admin application, the application displays the fields under E2B fields or Non E2B fields in the Compare and Reconcile screen.

All the Unblinded records mapped with the Suspect blinded record are displayed when you click the  Suspect Unblinded link.  Similarly, all the Unblinded records corresponding to Vaccine given on same day blinded record are displayed when you click the Vaccine given on same day Unblinded link. Before performing any actions on any Unblinded record, ensure to map the corresponding Blinded record.

The Data Privacy module is supported in Compare and Reconcile module. The users having access privilege to Compare and Reconcile module can view the decrypted data displayed in the Compare and reconcile module for Data privacy fields. In the Source information module, the application displays Source in the Follow-up and Latest version.

3. Select records and click Map.
   The application maps the selected context fields.

4.  Select Keep old record in the action drop-down to retain the information in the latest version.
    Following options are available in the Action drop-down.

1. • Keep Old Record

   • Add/Copy new Record

   • Add/Copy new Record with child data

   • Delete old Record

   • Mark as deleted

   • Logically deleted

5. Click Continue.
   A message appears confirming if you are done with the Record level differences.

6. Click Yes.
   The application displays Field-Level Differences. The Field Level Differences Screen displays information, if there are any field level differences in the versions being compared. The differences are displayed along with the child level information. When you map the old and new versions of the context fields, the respective parent and child values are mapped in a sequential order.
   For Example: If an old version consists of parent P with three child records C1, C2, C3, and new version consists of parent P1 with three child records C1a, C2b, C3c and then when you map these two versions at context level, the context records are mapped as mentioned in the following table:
   
   The resulting child records are displayed in the sequential order in the same rows adjacent to each other.
   
   All the context fields are displayed in a sequential order according to the Rank assigned in the Record Level Differences screen.
   The Field level differences like E2B, non E2B, data group levels (like Product and Reactions) etc are displayed on the screen.
   

   Old Version (P)	New Version (P1)	Mapping (P > P1)
   C1	C1a	C1 >  C1a
   C2	C2b	C2 >  C2b
   C3	C3c	C3  > C3c