Enable Automated Cross Reporting

Automated cross reporting extends the evaluation of reporting obligations to include cross-reporting (investigational to marketing registration) scenarios.

Veeva Safety evaluates the investigational and marketing registrations of study products, then identifies any additional reporting destinations for products and studies. Admins can also specify destination overrides on product licenses.

Once this feature is enabled, see Cross Reporting to learn more.

Enable Investigational to Marketing Same Agency Cross Reporting

You must relabel, and then add the Investigational to Marketing field to the Agency layout to allow Business Admins to enable the field for agencies that require Investigational to Marketing same-agency cross reporting.

  1. Navigate to Admin > Configuration > Objects > Organization.
  2. From the Fields tab, relabel the Inv. to Marketing (same agency) field to Investigational to Marketing.
  3. From the Layouts tab, update the Agency Detail Page Layout to add the Investigational to Marketing field to the Details section.

To enable FDA IND-to-NDA cross reporting:

  1. Navigate to Business Admin > Organizations and select the FDA Agency record.
  2. Select Edit.
  3. Select Investigational to Marketing.
  4. Select Save

Enable Configurable Transmission Profile Selection

The Transmission Profile field allows Admins to set the Transmission Profile to use for a Study or Product Registration. Additionally, the Transmission Profile Scope object was introduced for the cross reporting feature, and allows Admins to configure criteria to match Transmission Profiles, if a Study or Product Registration doesn’t specify one.

Make the following layout updates to allow Business Admins to configure the Transmission Profile for Submission rules.

Manage layouts by navigating to Admin > Configuration > Objects > [Object] > Layouts.

Object Layout Changes
Transmission Profile All (AS2, Email, Manual, System, Base) Insert a Transmission Profile Scope related object section:
  • Related Object: Transmission Profile Scope
  • Section Label: Profile Scope
  • Creation Option: Create record in pop-up dialog
  • Columns:
    • Name
    • Registration Type > Name
    • Product Types
Transmission Profile Scope Transmission Profile Scope Page Layout Ensure the Details section contains the following fields:
  • Name
  • Transmission Profile
  • Registration Type
  • Product Types
Study Registration Study Registration Page Layout Add the following fields to the Details section:
  • Registration Type
  • Transmission Profile
Product Registration Product Registration Page Layout Add the following field to the Details section:
  • Transmission Profile

Make Product Registration Field Optional for Study Products

To make the Product Registration field optional on the Study Product object:

  1. Navigate to Admin > Configuration > Objects > Study Product > Object Types.
  2. In all object types, select the Product Registration field, then select Edit.
  3. Deselect User must always enter a value (required).
  4. Select Save

Enable Cross Reporting for the FDA Rule Set

To enable cross reporting for the FDA Rule Set, you must update the Active Rule Version of the FDA ICSR Reporting Rule Set to 3 or 4. See Cross Reporting and Manage Active Rule Versions for more information.