How-To Videos

Watch video tutorials to get started quickly with Vault Safety.

For the latest information about these features, refer to Vault Safety Help. Learn More links to specific Help articles are included below each video.

Use Vault Safety Tabs

Learn how to navigate Vault Safety tabs.

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• Navigate Vault Safety

Use Views, Search Bar, and Filters

Learn how to use views, the search bar, and filters in Vault Safety.

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• Using Custom Views
• Search Vault Safety

Creating an Inbox Item Manually

Learn how to create an Inbox Item manually in Vault Safety.

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• Manual Inbox Item Intake
• Case Intake Overview
• Inbox Item Field Reference

Creating an Inbox Item via Email

Learn how to create a manual Inbox Item from an email source document in Vault Safety.

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• Manual Intake from Emails
• Case Intake Overview
• Inbox Item Field Reference

Working with Follow-Up Information

Learn how to create follow-up Cases or merge a follow-up report into an in-flight Case.

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• About the Case Compare Page
• Inbox Item Follow-Up
• Merge to In-Flight Case

Case Narrative Generation

Learn how case narratives are generated.

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• Compose a Case Narrative
• Configure Narrative Templates

Managing Action Items

Learn how to assign and manage action items, such as requests for case follow-up information.

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• Assign Action Items

Using the Medical Review Timeline

Learn how to use the Medical Review Timeline, an interactive tool for viewing Case events.

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• Perform Medical Review

Manually Generate Regulatory Report Forms

Learn how to manually generate the MedWatch FDA 3500A form or the CIOMS I form.

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• Generate a Regulatory Report
• FDA MedWatch 3500A Generation Data Mapping
• CIOMS I Generation Data Mapping

Setting Up Core Datasheets

Vault Safety calculates whether an adverse event is expected and listed on product labels and investigator brochures.

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• About Datasheets
• Configure Datasheets

Setting Up Local Datasheets

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• Manage Datasheets and Auto-Expectedness
• Add Product Registration Details

Understanding Expectedness Evaluations

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• How Expectedness is Used in Safety Features
• Enter Case Data: Expectedness Section
• Case Assessment Expectedness Generation

Understanding Precise Expectedness Evaluations

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• How Expectedness is Evaluated

Overriding Auto-Expectedness Evaluations

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• Override Case Expectedness or Listedness

Create Reports

Learn how to create reports on cases, documents, workflows, and other data.

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• Manage Reports

How to Use Case or Transmission Unique Numbers in Reporting

Learn how to set up custom periodic or aggregate reports using the Case or Transmission Unique Number field to retrieve the latest versions.

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• Use Case or Transmission Unique Numbers in Reporting
• Aggregate Reports Overview

Create Dashboards

Learn how to create dashboards to visualize reports and data.

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• Reporting Overview
• Creating & Editing Dashboards
• Viewing & Sharing Dashboards

Use Study Arms

Learn how to set up and use Study Arms.

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• Manage Studies

Deploy Vault Safety Self-Serve Pre-Release Sandbox Vaults

Learn about the pre-release period and how to deploy self-serve pre-release Vaults.

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• Pre-Release FAQ