View and manage Study records for each study that your organization monitors.

About Study Administration

Vault Safety stores all internal Study records on the Business Admin > Objects > Studies page. Add each study that your organization monitors and reports on to the Study library.

Vault Safety references Studies for many features, including the following functionality:

Functionality Relationship
E2B Import During an E2B import for a study case, Vault attempts to match the study in the E2B file to Studies configured in the Study library.
Safety-EDC Vault Connection When your Safety Vault imports SAE data from a CDMS Vault, Vault matches the incoming Study and Study Product to Studies configured in the Study library.
Case Blinding When a Study has the Blinded field set to Yes, all Cases linked to that Study are blinded automatically.
Clinical Trials: Isolate Blinded Product Information For Clinical Trial Study Cases, Vault creates blinded and unblinded records that are accessible based on user permissions. Isolating blinded information also supports accurate Transmission generation and reporting.
ICSR Report Generation When Vault generates ICSRs, including E2B, FDA 3500A, and CIOMS I reports, certain fields are mapped from the Study library. These fields are identified in their descriptions below.
Masked Safety Reports While not configured at the Study-level, you can configure Distributions to selectively mask sensitive information on Individual Case Safety Reports (ICSRs), such as unblinded study data.
Aggregate Reports Studies added to an aggregate report Reporting Family are used to filter Cases to include in report tabulations. Also, the product role configured on a Study Product is used to classify study products in DSUR reports.
Reporting Rules Vault looks at local Study Registrations for Study Cases to generate Submissions according to reporting rules in your Vault.
Watchlists You can set up Watchlists to monitor Cases linked to a Study and Study Product.
Automatic Expectedness and Listedness Set up a Study Datasheet for Vault Safety to automatically determine whether an adverse event is expected or unexpected in the Study. For Studies that include multiple Products, you can set up Study Product Datasheets.
Japan Study Information Set up Japan-based Studies so that required information for reporting to the PMDA is populated on Domestic and Localized Study Cases for Japan.

Study Setup Overview

Vault Safety supports Studies with and without Study Arms. A Study Arm contains data specific to a group of study participants receiving a specific intervention or treatment, or no intervention, according to the study’s protocol.

We recommend setting up Studies without Study Arms. When processing Studies in conjunction with Connections, the Multi-Product Selector for Study Products on Inbox Items , and Clinical Trials: Isolate Blinded Product Information, setting up Studies without Study Arms provides a more streamlined experience. Contact your Veeva Representative to discuss whether this is appropriate for your organization.

Vault Safety continues to support existing Studies with Study Arms.

Use the following lists to guide you while you set up Studies in your Vault.

Studies Without Study Arms

The following list outlines how to set up a basic Study without Study Arms:

Studies With Study Arms

The following list outlines how to set up a Study with Study Arms:

Example Study Configuration With Study Arms

The following examples demonstrate a few variations of using study arms in a 52-week study for patients with Type 1 Diabetes.

The example study investigates the effects of Cholecap and Gleenomex on glycemic control, with Insulin as the Standard of Care where applicable.

Example 1: Different Products in Each Study Arm

The following diagram shows an example of an open study with different products and dosages in each arm:

Example of Different Products in Every Arm

The following image shows how this Study and its Study Arms would be configured in Vault Safety:

Vault Configuration of Different Products in every Arm

Example 2: Blinded Product Names and Standard of Care

The following diagram shows an example of a blinded study with blinded product names and a Standard of Care in each arm:

Standard of Care and Blinded Product Names.

The following image shows how this Study, its Study Arms, and Blinded Names would be configured in Vault Safety:

Vault Configuration of Blinded Product Names and Standard of Care

Example 3: Open and Blinded Arms

The following diagram shows an example of a blinded study with open and blinded arms:

Open and Blinded Arms.

The following image shows how this Study and its Study Arms would be configured in Vault Safety:

Vault Configuration of Open and Blinded Arms

Example 4: Cycles with the Same Dosage

The following diagram shows an example of an open study with multiple dosing cycles:

Cycles with the same Dosage.

The following image shows how this Study and its Study Arms would be configured in Vault Safety:

Vault Configuration of Cycles with the same Dosage

Add a Study

For each Study that your organization monitors and reports on, add a Study record.

You can add information required by the PMDA to Study records for Japan. For more information, see Add Japan Study Information in Set Up the Localized Business Admin Library for Japan.

To create a Study:

  1. Go to Business Admin > Objects > Studies.
  2. Select Create.
  3. Complete the fields on the Create Study page.
  4. Select Save.

Study Details Fields

Field Description
Study Number
(name__v)

Enter the sponsor study number. Vault Safety references the study using the number that you enter in this field.

Vault snapshots this field to Cases linked to this Study and uses the Study Number to generate Case Names.

This field is also used in E2B, DSUR, and FDA 3500A report generation.

Development Phase
(development_phase__v)

For Studies reportable to the PMDA (Japan), select the development phase.

For more information on fields for Japan-based Studies, see Add Japan Study Information in Set Up the Localized Business Admin Library for Japan.

Study Type
(study_type__v)

Select the reason the patient was administered the Study Product. The following options are available, but your Vault may be configured with additional options:

  • Clinical Trial: This option corresponds to E2B code 1 for data element C.5.4.
  • Individual Patient Use: For example, compassionate use, named patient basis. This option corresponds to E2B code 2 for data element C.5.4.
  • Other Study: For example, pharmacoepidemiology, pharmacoeconomics, intensive monitoring. This option corresponds to E2B code 3 for data element C.5.4.

Vault snapshots this field to Cases linked to this Study.

This field is used to define postmarket studies for PADER, PBRER, PSUR, CIOMS I, and FDA MedWatch 3500A reports. This field is also used in E2B report generation.

If this field does not appear, your Admin can add it as part of the steps to enable post market studies.

Masking
(masking__v)

(Required) Select the masking level required for the study.

When this field is set to Double-Blind, you can use the Blinded field to enable blind protection.

Depending on your Admin's configuration, this field may have a different name.

Start Date
(start_date__v)

Enter the start date for the study.

This field is for reference only.

Completion Date
(completion_date__v)

Enter the completion date for the study.

This field is for reference only.

Study Name
(study_name__v)

Enter the study name as registered in the jurisdiction where you will submit case reports.

Vault snapshots this field to Cases linked to this Study.

This field is also used in E2B report generation.

Protocol Title
(protocol_title__v)

This field is used by organizations with a Vault Clinical Operations to Vault Safety Connection. When Study records are created or edited in the Clinical Operations Vault, values in the Protocol Title field are applied to the associated Study records in Vault Safety.

In Vault Safety, this field is for reference only.

Organization
(organization__v)

Select the Organization that sponsors the study.

When selecting the Study on a Case, the Case must be associated with this organization to allow users to select this study.

MedDRA Version
(meddra_version__v)

Select the MedDRA version for the study.

This field is for reference only.

Download Dosage to Case
(download_dosage_to_case__v)

This field only appears when the following conditions are true on the Study record:

  1. Blinded is set to Yes
  2. Study Has Arms is set to Yes

Select one of the following options to control how Vault will snapshot Study Arm Product Dosage information to Cases involving the Study:

  • When Case is Opened: Dosage information will be populated upon case promotion.
  • When Case is Unblinded: (Default) Dosage information will be populated once the Case has been unblinded.
  • Never: Vault will not snapshot Study Arm Product Dosage information to Cases.
Blinded
(study_blinded_control__v)

Select whether the study is Open Label, Unblinded, or Blinded.

When you select Blinded, Vault applies blind protection to this Study and its Cases. Blind protection is activated after unblinding for Case Products and associated assessments.

Depending on your Admin's configuration, the Blinded field on Studies may be named "Blinding Type".

Study Has Arms
(study_has_arms__v)

Select Yes if the study has arms. Once you save the Study, you can add Study Arms. Select No if the study does not have arms.

When creating Clinical Trial Studies, if your Admin has configured your Vault to isolate blinded Product information, we recommend selecting No.

Study Has Unspecified Products
(study_has_unspecified_products__v)

Select this checkbox if you want to create a Study with Unspecified Products.

This option is mostly for organized data collection of reports from non-clinical trial studies. For example, for Patient Support Programs (PSPs) and Market Research Programs (MRPs) that may not have Study information available, such as Study Products or Study Product Registrations.

If you select this option, Vault uses Product Registrations when evaluating reporting obligations for Cases involving this Study.

Vault cannot save the Study if you select this checkbox for a Study that has Study Products, Study Arms, or Registrations.

Core Datasheet
(datasheet__v)

Select the Core Datasheet for the Study.

Datasheets are used to automatically detect expectedness for an adverse event reported for a Study.

Non-Company Sponsored Study
(non_company_sponsored_study__v)
If selected, Vault will consider Investigational→Investigational and Investigational→Marketing (Cross-Agency) cross reporting scenarios for the products within the Study.
API Name
(api_name__v)

Enter a unique identifier that can be used with the Safety Rule "Study" parameter to define a specific Study for a reporting rule.

To learn more, see Reporting Rule Parameter Reference.

Create a Study with Unspecified Products

You can create Study placeholders for when study information is not available and has Unspecified Products. An Unspecified Product indicates there are no Study Arms, Study Products, or Study Product Registrations.

  1. Go to Business Admin > Objects > Studies.
  2. Select Create.
  3. Use the Study Details Fields table to complete the fields on the Create Study page.
    You must select the Study Has Unspecified Products checkbox. If you do not see this checkbox, you must add it to the Study layout.

(Optional) Study Submission Rules Fields

To override reporting rule due dates for Cases linked to this Study, you can specify custom reporting rule timelines. When Vault calculates due dates for Cases linked to this Study, the due dates follow the Submission Rule Override settings.

Field Description
Due Date Override
(fda_due_date_override__v)
To override the Due in Days parameter on reporting rules evaluated for Cases associated with this Study, select Yes.
7 Day Override
(fda_7_day_override__v)

To override the Due in Days parameter on reporting rules due in 7 days, enter the number of days in which reports are due.

This setting overrides the following FDA and EMA reporting rules:

Agency Rules
FDA
  • SUSAR (Death)
  • SUSAR (Life Threatening)
EMA
  • SUSAR (Death)
  • SUSAR (Life Threatening)
15 Day Override
(fda_15_day_override__v)

To override the Due in Days parameter on reporting rules due in 15 days, enter the number of days in which reports are due.

This setting overrides the following FDA and EMA reporting rules:

Agency Rules
FDA
  • Downgrade Serious Unexpected to Serious Expected
  • Downgrade Serious Unexpected to Non-Serious
  • Downgrade SUSAR to SAE
  • Downgrade SUSAR to Non-Serious
  • Serious Unexpected
  • SUSAR
EMA
  • Downgrade Serious to Non-Serious
  • Downgrade SUSAR to SAE
  • Downgrade SUSAR to Non-Serious
  • Serious
  • SUSAR

Add Study Products

To create a Study Product:

  1. Go to the Study to which you want to add the Study Product. Find Study records on the Business Admin > Objects > Studies page.
  2. Under Study Products, select Create.
  3. In the Create Study Product window, select the product type, and then select Continue. Select the same product type that the Product record is set to.
  4. Complete the fields on the Create Study Product page and select Save.

Study Product Fields

Field Description
Organization
(organization__v)

Vault automatically populates this field with the Organization the Study is associated with. Products must be linked to the same Organization to be selected on the Study Product.

Study
(study__v)
Vault automatically populates this field with the parent Study record.
Name
(name__v)
Enter a name to identify the Study Product. The name should be consistent with the relevant Product Registration.
Study Product Role
(study_product_role__v)

Select the role of the product in the study. If you leave this field blank, Investigational is used by default.

The following standard options are available:

  • Investigational (Default)
  • Active Comparator
  • Placebo
  • Device
  • Diagnostic
  • Standard of Care

This field is used to classify products in DSUR report generation.

Product
(product__v)
Select the Product from the product library. Start typing the name of the product to live search the product library.
Product Registration
(product_registration__v)

Select the Product Registration associated with this Study Product. The list of records is filtered by the Product selected in the Product field.

Study Product Datasheet
(study_product_datasheet__v)

For Studies with multiple products, you can add Study Product-specific Investigator Brochures.

Select from existing Datasheets, or create a new Datasheet.

Dose
(dose_number__v | dose_unit__v | dose_unit_text__v)

Enter the amount of product that is administered in each dose. In the first field, enter a numeric value. In the second field, select a Unit of Measurement from the picklist or use a custom entry.

When a blinded Study Arm Product references this Study Product, Vault snapshots this field to Cases in accordance with the Download Dosage to Case setting on the Study.

Frequency
(frequency__v)

Enter a numeric value specifying the frequency of the administered dose.

When a blinded Study Arm Product references this Study Product, Vault snapshots this field to Cases in accordance with the Download Dosage to Case setting on the Study.

Frequency (unit)
(frequency_unit__v)

Select the unit of measurement specifying the frequency of the administered dose.

When a blinded Study Arm Product references this Study Product, Vault snapshots this field to Cases in accordance with the Download Dosage to Case setting on the Study.

Dose Form
(dose_form__v | dose_form_text__v)

Select the pharmaceutical Dose Form of the product from the picklist or use a custom entry.

Vault Safety supports a selection of dose form terms, including terms from the Extended Eudravigilance Medicinal Product Dictionary (xEVMPD) and the Medicines and Healthcare products Regulatory Agency (MHRA)

For open-label and single-blinded Studies and Study Arms, Vault snapshots this field to Cases upon Case promotion.

When a blinded Study Arm Product references this Study Product, Vault snapshots this field to Cases in accordance with the Download Dosage to Case setting on the Study.

RoA
(roa__v | roa_text__v)

Select the Route of Administration of the product from the picklist or use a custom entry.

For open-label and single-blinded Studies and Study Arms, Vault snapshots this field to Cases upon Case promotion.

When a blinded Study Arm Product references this Study Product, Vault snapshots this field to Cases in accordance with the Download Dosage to Case setting on the Study.

Dosage Notes
(dosage_notes__v)

(Optional) Enter any additional notes about the dose.

This field is for reference only.

Market Segment
(market_segment__v)

Select a Market Segment from the picklist.

This field does not appear on layouts by default. Depending on your organization's security configuration, it may be added by your Admin.

Set Up Study Arms

For both open-label and blinded studies, you can configure study arms and their respective products. During intake, users can select the appropriate study arm by selecting an open arm or indicating that the patient is in one of the blinded arms.

Vault snapshots data from a Study Arm to create Study Products, Dosages, and Indications under Cases linked to a Study Arm. You can configure when Vault will snapshot Dosage information using the Download Dosage to Case field.

To add Study Arms, you must set the Study Has Arms field to Yes on the parent Study.

The following video explains enabling and using study arms in further detail:

Using Study Arms

Study Arm Prerequisites

Before you can set up study arm records, ensure that the study arms feature is fully configured in your environment. For the latest masking capabilities, this includes enabling Product Masking Selection for Study Products.

When importing Study Arms through Vault Loader or API, ensure each Study Arm includes a value for Study Product Group (study_product_group__v), which is a required field. For Study Arms created manually, Vault generates a value.

Considerations

When setting up study arms, keep the following considerations in mind:

  • Study arms can be set up on a per-study basis.
  • Open-label studies can only have open arms, while blinded studies can have both open and blinded arms.
  • Patients in each arm can receive the same or different products and dosages.
  • Different open arms can be configured with different indications.
  • Studies with dosing cycles are supported by this feature when cycles involve the same dosages and some variation in frequency.

Add a Study Arm

Complete the following steps to add Study Arms to a Study.

  1. Go to the Study to which you want to add the Study Arm. Find Study records on the Business Admin > Objects > Studies page.

  2. Under Study Arms, select Create. The Create Study Arm window appears.
  3. Complete the fields on the Create Study Arm window.
  4. Select Save.

Study Arm Fields

Field Description
Organization
(organization__v)

Vault automatically populates this field with the Organization the parent Study is associated with.

Study
(study__v)
Vault automatically populates this field with the parent Study record.
Name
(name__v)
Enter a name to identify the Study Arm. Vault Safety references the Study Arm using the name that you enter in this field.
Blinded
(study_arm_blinded_control__v)

This field appears when the parent Study Blinded field is set to Blinded.

If this arm requires blind protection, select Blinded. Vault applies blind protection to Cases and Study Products linked to this Study Arm.

If this arm does not require blind protection, select Open Label or Unblinded, as applicable.

Depending on your Admin's configuration, the Blinded field on Study Arms may be named "Masking".

Indication
(indication_meddra__v)

Enter the Study Arm Indication at the LLT or PT level in the text field, then use the Auto-Code button to automatically match and code the MedDRA term. Alternatively, use the Advanced Search (Binoculars icon) icon to open the MedDRA browser.

To learn more, see Code MedDRA Terms.

Vault snapshots this field to create a Case Product Indication under the Study Products for this Study Arm. For blinded Study Arms, the indication will be snapshot according to the Download Dosage to Case option.

Description
(description__v)

Enter a description for the Study Arm.

This field is for reference only.

Add a Study Arm Product

Once you have added a Study Arm, you can add Study Arm Products. When a Study Arm is selected on a Case, Vault snapshots each Study Arm Product to automatically generate Case Products.

To create a Study Arm Product:

  1. Go to the Study to which you want to add the Study Arm Product. Find Study records on the Business Admin > Objects > Studies page.
  2. Under Study Arm Products, select Create.
  3. Complete the fields on the Create Study Arm Product window, and then select Save.

Study Arm Product Fields

Field Description
Organization
(organization__v)
Vault automatically populates this field with the Organization the parent Study is associated with.
Study Arm
(study_arm__v)
If you add the Study Arm Product under a Study Arm, Vault automatically populates this field with the parent Study Arm record. Otherwise, select the Study Arm.
Study Product
(study_product__v)
Select the Study Product for this arm from the drop-down list.
Name
(name__v)
Enter a name to identify the Study Arm Product. Vault Safety references the Study Arm using the name that you enter in this field.
Dose
(dose_number__v | dose_unit__v | dose_unit_text__v)

Enter the amount of product that is administered in each dose.
In the first field, enter a numeric value. In the second field, select a unit of measurement from the picklist or enter a custom unit.

For open Study Arms, Vault snapshots this field to Cases upon Case promotion.

This field is hidden for blinded Study Arms. Instead, Vault snapshots the Dose from the referenced Study Product.

Frequency
(frequency__v)

Enter a numeric value specifying the frequency of the administered dose.

For open Study Arms, Vault snapshots this field to Cases upon Case promotion.

This field is hidden for blinded Study Arms. Instead, Vault snapshots the Frequency from the referenced Study Product.

Frequency (unit)
(frequency_unit__v)

Select the unit of measurement specifying the frequency of the administered dose.

For open Study Arms, Vault snapshots this field to Cases upon Case promotion.

This field is hidden for blinded Study Arms. Instead, Vault snapshots the Frequency (unit) from the referenced Study Product.

Blinded Name
(study_product_placeholder__v)

This field is hidden for open Study Arms.

You can use this field to specify a Blinded Name to assign descriptive Case Product names while still protecting the blind. For blinded Products in blinded Study Arms, you can also specify the primary blinded investigational Product, which Vault uses to calculate reportability to the PMDA.

To specify a blinded name or the primary blinded investigational Product for a Product, perform one (1) the following actions:

  • If the blinded name (Study Product Placeholder) exists, select it from the dropdown list or select Advanced Search (Binoculars icon) to search for the Study Product Placeholder. After making your selection, click Close.
  • If the blinded name (Study Product Placeholder) does not exist, select Create Study Product Placeholder and complete the following steps:
    1. In the Create Study Product Placeholder dialog, enter the blinded name in the Name field.
    2. Optional: In the Primary Blinded Investigational Product field, select a Product. For more information on this field, see Blinded Study Product Reporting in Report to the PMDA.
    3. Select Save.

Blinded Names in Study Arms

You can set up blinded product names for Study Arm Products using the Study Product Placeholder object. When a Blinded Name is specified, Vault generates descriptive Case Product names while maintaining the blind on the Study.

When patients are administered an investigational product in one (1) Study Arm and a placebo in another, you can specify a single Blinded Name for both Study Arm Products, such as “Investigational vs. Placebo.” When you open an associated Study Case, Vault adds the Study Product with the name “Investigational vs. Placebo”, keeping the Product blinded but identifiable.

You can also assign a generic Blinded Name to the Standard of Care Product being administered in both Study Arms.

How Dosage is Downloaded to a Case

The dosage information that is automatically downloaded to a Case depends on the blinding settings on the Study.

For Cases with blinded Study Arms, you can set the Download Dosage to Case field to automatically download information about Dosage information from a Study to the Case at the appropriate time.

Open-Label and Single-Blinded Studies

For Open-Label and Blinded Studies the following fields are automatically downloaded to a Case from the Study Product record:

  • Dose Form
  • RoA

The following fields are automatically downloaded to a Case from the Study Arm Product record:

  • Dose
  • Dose (unit)
  • Frequency
  • Frequency (unit)

Study Products and Study Arm Products on a Open-Label Studies.

Double-Blinded Studies

For Double-Blinded studies, the following fields are retrieved from the Study Product record associated with the Study Arm selected during unblinding:

  • Dose
  • Dose (unit)
  • Frequency
  • Frequency (unit)
  • Dose Form
  • RoA

Study Products on a Double-Blind Study.

Add a Study Registration

Add a Study Registration for each country the study is registered in.

When a Case Report Type is Study, Vault looks at the Study Registration Countries to generate Submissions according to reporting rules in your Vault. Understand the Reporting Rules Engine provides more information.

To create a Study Registration:

  1. Go to the Study record. Find Study records on the Business Admin > Objects > Studies page.
  2. Under Registrations, select Create.
  3. Complete the fields on the Create Study Registration page.
  4. Select Save.

Study Registration Fields

Field Description
Organization
(organization__v)

Vault automatically populates this field with a reference link to the Organization on the Product parent record.

Vault snapshots this field to the Registration Holder field on a Case Product.

Study
(study__v)
Vault automatically populates this field with a reference link to the Study parent record.
Registration Number
(registration_number__v)

Enter the study identifier assigned by the registry.

Country
(country__v)

(Required) Select the country where the product is registered and authorized.

Reporting Organization
(reporting_organization__v)

This field may also be named MAH depending on your Vault's configuration.

If you have a Marketing Authorization Holder (MAH) that manages your ICSR reporting obligations for this registration, select the Organization. Selecting an Organization in this field creates an MAH Distribution List, and thereby a reporting obligation, for this registration.

Registration Type
(registration_type__v)

Select the registration type.

This field is used in report generation for FDA MedWatch 3500A and PADER formats.

This field is needed to correctly match Transmission Profile Scope records for any Organization which has multiple Transmission Profiles for the same destination Agency.

Transmission Profile
(transmission_profile__v)

To specify the Transmission Profile Vault should use when automatically generating Submissions for this registration, select the Transmission Profile. We recommend setting this field when you have a Transmission Profile corresponding to this reporting destination and report type.

Transmission Product Type
(transmission_product_type__v)

Select the product type for this registration.

Vault snapshots this field when generating Transmissions for this registration, then uses that value to determine whether Device-type Combination Product Constituents are exported in E2B transmissions.

See Exclude Device Constituents from E2B Exports for more information.

This field does not appear on layouts by default, but can be added to Transmission layouts by an administrator.

Clinical Compound Number
(clinical_compound_number__v)

Enter the Japanese Clinical Compound Number (CCN) of the investigational drug. This field appears only if the Country field is set to Japan.

For more information on fields for Japan-based Studies, see Add Japan Study Information in Set Up the Localized Business Admin Library for Japan.

Make a Study Registration Inactive

You can set a Study Registration record to a Deleted state type so that the Safety Rule Engine no longer considers it when determining a Case’s reportability. With this setup, if the Study Registration was used in any existing Cases, it is available for follow-up scenarios.

To use this feature, your Admin must enable Inactivate Product & Study Registrations.

Complete the following steps to make a Study Registration inactive:

  1. In the Study Registration record, select the State button and select Deprecated from the picklist. Depending on your Admin’s configuration, the inactive state may have a different label.
  2. In the Change Object Status dialog, select Yes.

Similarly, if you need to reactivate the record, complete the steps detailed above but select Active from the picklist.

Set Up Study Site Reporters

You can configure study contacts across your study sites to be entered as site reporters during Inbox Item intake of study cases.

Contact Veeva Support to enable using Site Reporters during Inbox Item intake for Study Cases. Your Admin must then add the Site Reporter field to the Inbox Item layout.

Configuring a study site reporter enables more efficient and accurate entry of the reporter details for a Case. Upon Case promotion, the selected reporter and their study site are used to auto-generate the primary Reporter-type Case Contact, including name, address, and contact information.

To set up study site reporters, you must first add a Study Site, and then add Study Persons under the site.

Prerequisite

Ensure that your Vault has the Study Site Reporter feature enabled.

Add a Study Site

For multisite clinical studies, create a Study Site record for each site. Study Sites are linked with Site-type Organization records.

  1. In Business Admin > Objects > Studies, select the Study to which you want to add a Study Site.
  2. Under Study Sites, select Create. The Create Study Site page appears.
  3. Complete the fields on the Create Study Site page using the table below.
  4. Select Save.

Study Site Fields

Field Description
Organization
(organization__v)

Vault automatically populates this field with a reference link to the Organization on the Product parent record.

Vault snapshots this field to the Registration Holder field on a Case Product.

Study
(study__v)
Vault automatically populates this field with a reference link to the Study parent record.
Study Site Number
(name__v)
Select the Study Site with which this Study Person should be associated. When performing intake, users must select this Study Site to be able to select this Study Person on an Inbox Item (if enabled by Veeva Support and your Admin).
Registration
(registration__v)
Select the Study Registration associated with this Study Site.
Site
(site__v)

To specify the site, perform one of the following actions:

  • If the Site-type Organization has already been added, select the record from the list or select the binoculars to open the browser.
  • If a Site-type Organization has not been added, create one:
    1. Click into the field, and then select Create Organization from the drop-down.
    2. In the Create Organization window, select Site as the Organization Type, and then select Continue.
    3. In the Create Site window, enter the name and address of the Study Site.
    4. Select Save.

Add a Study Contact

Use the Study Person object to add study contacts for each site.

  1. In Business Admin > Objects > Studies, select the Study to which you want to add a Study Contact.
  2. Under Study Contacts, select Create. The Create Study Person page appears.
  3. Complete the fields on the Create Study Person page using the table below.
  4. Select Save.

Study Person Fields

Field Description
Organization
(organization__v)

Vault automatically populates this field with a reference link to the Organization on the Product parent record.

Vault snapshots this field to the Registration Holder field on a Case Product.

Study
(study__v)
Vault automatically populates this field with a reference link to the Study parent record.
Study Site
(study_site__v)
Enter the identification number for the Study Site. Vault Safety references the Study Site using the ID that you enter in this field.
Person
(registration__v)

(Required) To specify the site, perform one of the following actions:

  • If the Person has already been added, select the record from the list or select the binoculars to open the browser.
  • If the Person has not been added, create one:
    1. Click into the field, and then select Create Person from the drop-down.
    2. In the Create Person window, select Study Person as the Person Type, and then select Continue.
    3. In the Create Study Person window, enter the name, contact information, and language.
    4. Select Save.

When this contact is selected on an Inbox Item (if enabled by Veeva Support and your Admin) during intake, Vault snapshots the pre-configured contact information on the Study Person to generate a Reporter-type Case Contact upon Case promotion.

Name
(name__v)

(Required) Enter a name to identify the Study Person. Vault Safety references the Study Person using the name that you enter in this field.

Add a Study Indication

Add a Study Indication to code the MedDRA term for the medical condition relevant to the study.

  1. Go to the Study record page. Find Study records on the Business Admin > Objects > Studies page.
  2. Under Indications, select Create.
  3. Specify the Indication on the Create Study Indication page.
  4. Select Save.

Study Indication Field

Field Description
Indication
(indication_meddra__v)

Enter the Study Indication at the LLT or PT level in the text field, then use the Auto-Code button to automatically match and code the MedDRA term. Alternatively, use the Advanced Search (Advanced Search icon) icon to open the MedDRA browser.

To learn more, see Code MedDRA Terms.

Mark Study for End of Study Reconciliation

At the end of a study, change the Study record state to End of Study Reconciliation to indicate that you can reconcile medical coding.

For example, if a long–term study uses multiple versions of the MedDRA dictionary, reconcile the coding to use a consistent dictionary version across the study Cases.

If your Study is blinded, you can Bulk Unblind the Study, which will change the record state to End of Study Reconciliation automatically.

Refer to your organization’s standard operating procedures for information about end of study reconciliation.

Manually Mark Study for End of Study Reconciliation

  1. Go to Business Admin > Objects > Studies. The Studies page appears.
  2. Select the study number for the study that you want to unblind. The Study:{number} page appears.
  3. From the All Actions menu, select Change State to End of Study Reconciliation.

Result

The Study record enters the End of Study Reconciliation lifecycle state.