# How-To Videos

Watch video tutorials to get started quickly with Safety.

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

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      <p><strong>Note</strong>: Safety features are regularly updated and options may vary depending on your Admin’s configuration. As a result, the user interface (UI) in the videos on this page may not match the UI in your Vault.</p>
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### Use Safety Tabs {#use-safety-tabs}


Learn how to navigate Safety tabs.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/f4174ca5-1679-4ead-961b-6f35fd3c8f17/f4174ca5-1679-4ead-961b-6f35fd3c8f17_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01230/">Navigate Safety</a>


### Use Views, Search Bar, and Filters {#use-views-search-bar-and-filters}


Learn how to use Safety Vault views, the search bar, and filters.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/f5b0b50e-ed16-4d4c-bd50-6b1e594241eb/f5b0b50e-ed16-4d4c-bd50-6b1e594241eb_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/23830/">Using Custom Views</a>
* <a href="/en/lr/01276/">Searching Your Safety Vault</a>


### Creating an Inbox Item Manually {#creating-an-inbox-item-manually}


Learn how to create an Inbox Item manually.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/f594d6d7-3c76-441c-9e8f-12661c44c952/f594d6d7-3c76-441c-9e8f-12661c44c952_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01133/">Manual Inbox Item Intake</a>
* <a href="/en/lr/01139/">Case Intake Overview</a>
* <a href="/en/lr/01285/">Inbox Item Field Reference</a>


### Creating an Inbox Item via Email {#creating-an-inbox-item-via-email}


Learn how to create a manual Inbox Item from an email source document.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/1c98ef5a-1786-448d-88ad-5ea5776df88b/1c98ef5a-1786-448d-88ad-5ea5776df88b_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01133/#manual-intake-from-emails">Manual Intake from Emails</a>
* <a href="/en/lr/01139/">Case Intake Overview</a>
* <a href="/en/lr/01285/">Inbox Item Field Reference</a>

<!---hiding until we crop the video

### Case Data Entry {#case-data-entry}


Learn how to perform Case data entry in Safety.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/a961cc43-63fb-4be9-9ac4-86085c028c7a/a961cc43-63fb-4be9-9ac4-86085c028c7a_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01287/">Enter Case Data</a>
* <a href="/en/lr/01171/">Case Processing Overview</a>
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### Working with Follow-Up Information {#working-with-follow-up-information}


 Learn how to create follow-up Cases or merge a follow-up report into an in-flight Case.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/3bb4ca20-d8aa-4525-8dca-44e0c84bac88/3bb4ca20-d8aa-4525-8dca-44e0c84bac88_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/826980/">Perform Inbox Item to Case Compare Page</a>
* <a href="/en/lr/01136/">Inbox Item Follow-Up</a>
* <a href="/en/lr/01138/">Merge to In-Flight Case</a>

<!---Hiding video until updated

### Copying Patient Information from an Existing Case {#copying-patient-information-from-an-existing-case}


Learn how to how to copy patient information from an existing Case to a new Case.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/59303538-9bd6-4539-ac96-baa2e45cb69b/59303538-9bd6-4539-ac96-baa2e45cb69b_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01140/">Copy Patient Information from Existing Case</a>
--->


### Case Narrative Generation {#case-narrative-generation}


Learn how Vault generates _Case_ narratives from templates.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/324ec15b-1af8-4d21-b4eb-02cf433cec1f/324ec15b-1af8-4d21-b4eb-02cf433cec1f_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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      <p><strong>Note</strong>: Depending on your Admin’s configuration, Vault may generate <a href="/en/lr/01167/#rules">rules based narratives</a>, which differs from the process described in this video.</p>
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**Learn More**

* <a href="/en/lr/01167/#templates">Generate a Case Narrative</a>
* <a href="/en/lr/01212/">Configure Narrative Templates</a>


### Managing Action Items {#managing-action-items}


Learn how to assign and manage action items, such as requests for case follow-up information.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/41ab4c11-9384-4cac-b940-fd49186c9309/41ab4c11-9384-4cac-b940-fd49186c9309_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01151/">Assign Action Items</a>


### Using the Medical Review Timeline {#using-the-medical-review-timeline}


Learn how to use the Medical Review Timeline, an interactive tool for viewing Case events.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/e3cd2492-6425-456f-9d50-8b9a358f2c40/e3cd2492-6425-456f-9d50-8b9a358f2c40_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01172/">Perform Medical Review</a>


### Manually Generate Regulatory Report Forms {#manually-generate-regulatory-report-forms}


Learn how to manually generate the MedWatch FDA 3500A form or the CIOMS I form.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/9461ad1b-d611-4b66-abc7-b2bbf3e7c114/9461ad1b-d611-4b66-abc7-b2bbf3e7c114_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01224/">Generate a Regulatory Report</a>
* <a href="/en/lr/802644/">FDA MedWatch 3500A Generation Data Mapping</a>
* <a href="/en/lr/01222/">CIOMS I Generation Data Mapping</a>


### Setting Up Core Datasheets {#setting-up-core-datasheets}


Safety calculates whether an adverse event is expected and listed on product labels and investigator brochures.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/875e7d7b-a0cc-4dec-90d2-579cee3968ca/875e7d7b-a0cc-4dec-90d2-579cee3968ca_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01198/#about-datasheets">About Datasheets</a>
* <a href="/en/lr/01198/#configure-datasheets">Configure Datasheets</a>


### Setting Up Local Datasheets {#setting-up-local-datasheets}



<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/04c6e034-3344-43e2-a706-5751ef097f95/04c6e034-3344-43e2-a706-5751ef097f95_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01198/">Manage Datasheets and Auto-Expectedness</a>
* <a href="/en/lr/01215/#add-product-registration-details">Add Product Registration Details</a>


### Understanding Expectedness Evaluations {#understanding-expectedness-evaluations}



<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/c514174a-bed8-496c-af3c-1cee99790eef/c514174a-bed8-496c-af3c-1cee99790eef_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01198/#how-expectedness-is-used-in-safety-features">How Expectedness is Used in Safety Features</a>
* <a href="/en/lr/01287/#expectedness-section">Case Field Reference: Case Assessment Expectedness Section</a>
* <a href="/en/lr/01169/">Generate Assessments</a>


### Understanding Precise Expectedness Evaluations {#understanding-precise-expectedness-evaluations}



<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/896c35f6-4ac4-4d1c-8ef1-a25b017de085/896c35f6-4ac4-4d1c-8ef1-a25b017de085_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01169/">Generate Assessments</a>


### Overriding Auto-Expectedness Evaluations {#overriding-auto-expectedness-evaluations}



<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/1418bb6b-81dd-49db-8819-76a7a8879627/1418bb6b-81dd-49db-8819-76a7a8879627_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/737265/#override-case-expectedness-or-listedness">Generate Assessments</a>


### Create Reports {#create-reports}


Learn how to create reports on cases, documents, workflows, and other data.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/e296debb-a8e8-46e9-bd45-ba2f3bfb6f15/e296debb-a8e8-46e9-bd45-ba2f3bfb6f15_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01278/">Manage Reports</a>


### How to Use Case or Transmission Unique Numbers in Reporting {#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.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/b7c8cc15-25ea-472b-b2bc-c57476d8155a/b7c8cc15-25ea-472b-b2bc-c57476d8155a_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01257/">Use Case or Transmission Unique Numbers in Reporting</a>
* <a href="/en/lr/01129/">Aggregate Reports Overview</a>


### Create Dashboards {#create-dashboards}


Learn how to create dashboards to visualize reports and data.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/8bb04888-8459-4669-8f88-2d2cf5394c38/8bb04888-8459-4669-8f88-2d2cf5394c38_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/3631/">Reporting Overview</a>
* <a href="/en/lr/8934/">Creating & Editing Dashboards</a>
* <a href="/en/lr/15328/">Viewing & Sharing Dashboards</a>


### Use Study Arms {#use-study-arms}


Learn how to set up and use Study Arms.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/35755dd5-088a-4894-ba2c-1176b3676a4f/35755dd5-088a-4894-ba2c-1176b3676a4f_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a href="/en/lr/01216/">Manage Studies</a>


### Deploy Veeva Safety Self-Serve Pre-Release Sandbox Vaults {#deploy-veeva-safety-self-serve-pre-release-sandbox-vaults}


Learn about the pre-release period and how to deploy self-serve pre-release Vaults.
<video controls width=860 height =504  preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/b233f19e-1dd9-42c5-8fc0-5a59635dd070/b233f19e-1dd9-42c5-8fc0-5a59635dd070_source__v.mp4#t=0.5" type="video/mp4" >
    </video>

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**Learn More**

* <a class="external-link " href="https://rn.veevavault.help/en/gr/pre-release-faq/" target="_blank" rel="noopener">Pre-Release FAQ<i class="fa fa-external-link" aria-hidden="true"></i></a>