How-To Videos

Watch video tutorials to get you quickly started 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.

Note In 21R2, Vault has a redesigned user interface (UI). As a result, unless you opted out of the new UI, the videos on this page may not match the user interface in your Vault.

Getting Started with Vault Safety


Use Vault Safety Tabs

Learn how to navigate Vault Safety tabs.

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Use Views, Search Bar, and Filters

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

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AER Intake


Create AER from Source Document

Learn how to intake an AER from a source document, such as an E2B file, in Vault Safety.

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AER Intake and Data Entry

Learn how to perform AER intake and data entry in Vault Safety.

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Duplicate Case Detection

Learn how duplicate case detection works during case promotion.

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Case Processing


Case Narrative Generation

Learn how case narratives are generated.

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Assign and Manage Action Items

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

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Use the Medical Review Timeline

Learn how to use the Medical Review Timeline.

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Manually Generate Regulatory Report Forms

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

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Managing Reports and Dashboards


Create Reports

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

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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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Create Dashboards

Learn how to create dashboards to visualize reports and data.

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Administration


Use Study Arms

Learn how to set up and use Study Arms.

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Create Blinded Study Names

Learn how to enable and use Blinded Names in a study.

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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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