Congrats!

You've completed the Approved Notes course - great job! You've gained a strong foundation in the key aspects of Approved Notes, from understanding its benefits to setting it up for optimal compliance monitoring.

You now know how to define which text fields and phrases are monitored, how to adapt Approved Notes to different contexts, and, importantly, how to review flagged items efficiently. With these skills, you’re well-equipped to help maintain compliance, reduce risks, and support your organization’s regulatory needs.

Learn more about Approved Notes

Now that you know about Approved Notes, you may want to learn more about how it is used in Vault CRM. You can start here:

Flight Simulator

Let’s practice! Now that you’ve learned the basics of Approved Notes, try these exercises.

Challenge 1 - Create a Monitoring Rule

Create a Monitoring Rule that:

  • Is titled Cholecap Off-Label Monitoring

  • Has a start date of today, and no end date

  • Monitors the Call Notes field

  • Is assigned to the Off-Label category

  • Is specific to the United States

  • Is specific to Cholecap

To create a Monitoring Rule:

  1. Navigate to Approved Notes > Monitoring Rule tab.

  2. Select Create.

  3. Populate the Monitoring Rule Name field.

  4. Populate the Start Date field.

  5. Select Off-Label in the Category field.

  6. Populate the Field Set with the monitored fields.

  7. Select United States in the User Country field.

  8. Select Cholecap in the Product field.

  9. Select Save.