Job Management

From the EDC Tools area, you can manage jobs occurring in your Study. Interacting with these jobs in EDC Tools allows you to review and initiate jobs from a single location. A job represents a bulk evaluation or action upon collected study data. For example, a Subject Progress Listing job generates a list of all Subjects in a Study with their status details and operational information.

Accessing EDC Tools

To access the EDC Tools administration area, click the Tools tab in the primary navigation bar, and then click EDC Tools.

Viewing Jobs

You can view a history of previously run jobs from EDC Tools > Job History. You can review your study’s scheduled jobs from EDC Tools > Jobs Schedule.

Use the Navigation panel to access these tabs. Job History and Job Schedule are in the Operations section.

Job History

Jobs that are still running or that have finished running display in the Job History tab. You can view information about each job, including downloading job logs and any available output files.

The following jobs are not run from EDC tools, and do not appear in Tools > EDC Tools > Job History:

• From Tools > Coder Tools > Jobs: Unique Terms Report
• From Tools > System Tools > Job History: Vault Configuration Report
• From Tools > System Tools > Users: User Activity Report
• From Tools > System Tools > Users: User Access Report
• From Tools > System Tools > Users: User Training History
• From the Review tab: Additive Review Listing
• From the Review tab: Study Summary Metrics Report

Job Schedule

You can view all of your scheduled jobs in the Job Schedule tab. From this area, you can create new jobs, run scheduled jobs on an ad hoc basis, and delete existing jobs.

Adding a Job

You can add job instances to your vault on an ad hoc basis from EDC Tools.

To add a job:

1. Navigate to Tools > EDC Tools > Job Schedule for your Study.

2. Click + New Job.

3. Select a Type.
4. Different options display depending on the type of job you selected. Select the required options.

5. Select a Frequency. To run the job just once after you click Save, choose Run Now. Otherwise, choose from the available scheduling options.

6. Enter a Name for your job.
7. Click Save.
8. If you choose Run Now, Vault begins the job after you click Save. When finished, Vault sends you an email notification with a link to download the job log and any relevant output files. For scheduled jobs, Vault runs the job at the configured time, and you will receive an email notification with a link to download the job log and relevant output files each time the job runs.

Ad Hoc Runs of Scheduled Jobs

You can choose to run an ad hoc instance of an existing scheduled jobs.

To run a job:

1. Navigate to Tools > EDC Tools > Job Schedule for your Study.
2. Scroll to the Job you want to run.
3. Hover over the Job to show the Actions menu.

4. From the Actions menu, select Run Now.

5. Vault begins the job. When finished, Vault sends you an email notification with a link to download the job log and any relevant output files.

Editing a Scheduled Job

When needed, you can edit a scheduled job. For example, you may want to have a job run weekly on Friday instead of Thursday.

To edit a job:

1. Navigate to Tools > EDC Tools > Job Schedule for your Study.
2. Scroll to the Job you want to edit.
3. Hover over the Job to show the Actions menu.
4. From the Actions menu, select Edit Job.
5. Make changes to the job definition in the Edit Job dialog.
6. Click Save. Vault EDC now runs your job using the updated schedule.

Deleting a Job

To delete a job:

1. Navigate to Tools > EDC Tools > Job Schedule for your Study.
2. Scroll to the Job you want to delete.
3. Hover over the Job to show the Actions menu.

4. From the Actions menu, select Delete.

5. In the Delete Scheduled Job confirmation dialog, click Continue.
6. Vault deletes the job. The job will not run again. Any job logs and related output files remain available in the Job History tab until they expire.

Canceling a Running Job

You can cancel a job that is in the In Progress status. The following jobs are cancelable:

• Core Listing
• Retrospective Amendment
• Labs Mass Updates
• Data and Definition Export (Deprecated)

To cancel a job:

1. Navigate to Tools > EDC Tools > Job History for your Study.
2. Locate the job that you want to cancel in the list.
3. Hover over the Job to show the Actions menu.

4. From the Actions menu, select Cancel.

5. In the Cancel Job confirmation dialog, click Cancel Job.
6. Vault cancels the job.

Vault stops the job and moves it into the Canceled status. If you cancel the run of a scheduled job, that job continues to follow the configured schedule.

Refreshing the Job History

You can refresh the Job History, without refreshing the page, to see the most up-to-date job status and any available logs or output files.

Click Refresh () to refresh the Job History.

Job Statuses

Vault displays the status of your job in the job history, along with other details about the job. You can click the Information () icon for additional details about a job.

Status	Meaning
Queued	Another job of the same type is currently running. Vault will run this job when the previous job is completed.
In Progress	Vault is currently performing the job.
Failed	The job instance encountered one or more errors.
Completed	The job instance completed without errors.
Canceled	The job instance was canceled.

Extract Job Governor

The number of extract jobs that you run is regulated by the Extract Job Governor. Extract jobs include the Study Data Extract, Form Progress Listing, Query Detail Listing, Subject Progress Listing, Event Progress Listing, and Audit Trail Export jobs. The following rules are implemented for ad hoc and scheduled extract jobs under the extract job governor.

Ad Hoc Jobs

Under the extract job governor, an extract job can only be started if another job of the same type with the same job options isn’t already running (this includes jobs with a Queued or In Progress status). For example, if one user is running a Form Progress Listing, you can’t begin another Form Progress Listing at the same time. Note that scheduled extract jobs can run at the same time as ad hoc extract jobs.

Scheduled Jobs

You can schedule four SDE, Progress Listings, or Versioned Extracts jobs per study under the extract job governor, however, extract jobs of the same type must be scheduled at least one hour apart. The Study Summary Metrics Report and Additive Review Listing jobs have a limit of two jobs per study. The time zone that is associated with the job will be based on the time zone of the user who scheduled it. You can have up to 50 scheduled jobs per vault.

Active Periods

You must select an Active Period when scheduling an export job in a non-production vault. Active periods are used to set an expiration date for your job. For example, if you select two active periods for a daily job, the job will run for two days, and you’ll receive a notification that the job has reached its expiration date.

Study Priority

Users with the “Manage Study Priority” permission can set a Production instance of a study as a priority, meaning that new extract jobs for that study will be run in priority over jobs from other studies. Up to two studies can be marked as a priority at the same time. You can set a priority for the same study after the current priority expires.

To mark a study as a priority:

1. Log in to the vault containing your study’s production environment.
2. Navigate to Tools > EDC Tools.
3. Click your study’s Name to open it.
4. Hover over the Environment to show the Actions menu ().
5. From the Actions menu, select Set as Priority.
6. In the Set Study as Priority confirmation dialog, choose when you’d like the priority to expire and click Confirm.

You can view the expiration date of your prioritized study in the Priority Expiration Date column.

To edit a priority expiration or remove priority from a study, hover over your chosen Environment and choose an option from the Actions menu.

For more information about roles and permissions, see Standard CDMS Study Roles and to learn more about study environments and instances, see Managing Study Environments.

Job Types

The following job types are available in EDC. Note that some jobs display in the Job History, even if you cannot initiate that job type from EDC Tools (for example, an ODM Export job, which is initiated from Studio).

Timezones: For listing and SDE jobs, Vault uses the UTC timezone, Site’s timezone, and user’s timezone across all datasets, which are displayed as separate columns for clinical datetime items. System datetime columns (like LASTRUN in the SDE) use the UTC timezone. Learn more about timezones here.

Job	Description	Added When
Schedulable in EDC Tools > Jobs
Audit Trail Export by Study	Exports a ZIP file containing a CSV version of the audit trail for each Casebook in the Study that you have permission to view. The ZIP file also contains a CSV list of all deleted Subjects in the study. The Audit Trail Export by Study also includes audit information for deleted records in your Study, such as those deleted by retrospective amendments. This job can be filtered by date range or user.	An EDC Tools user initiates an Audit Trail Export by Study job from EDC Tools > Jobs.
Audit Trail Export by Site	Exports a ZIP file containing a CSV version of the audit trail for each Subject in up to ten Sites. This job can be filtered by date range or user.	An EDC Tools user initiates an Audit Trail Export by Site job from EDC Tools > Jobs.
Audit Trail Export by Subject	Exports a ZIP file containing a CSV version of the audit trail for each selected subject. Up to 20 subjects can be selected at a time. The user will also have the option to select deleted subjects. This job can be filtered by date range or user.	An EDC Tools user initiates an Audit Trail Export by Subject job from EDC Tools > Jobs.
Core Listing	Exports Study data in a simplified CSV file. You can choose which Forms to include and which Sites to export data from.	An EDC Tools user initiates a Core Listing job from EDC Tools > Jobs.
Data and Definition Export (Deprecated)	Exports a ZIP file containing CSVs of data in your Study.	An EDC Tools user initiates the Data and Definition Export job from EDC Tools > Jobs.
Data Change Extract	Exports a ZIP file containing a CSV for the Data Change Extract Summary and the Data Change Extract. You can export as a CSV or Excel™ file and specify which forms to include and what time period (up to 90 days) to generate the extract for.	An EDC Tools user initiates the Data Change Extract from EDC Tools > Jobs.
Data Export	Exports study execution data as a series of either CSV or SAS files, in a format determined in your study’s design, to either download or send to a configured FTP location.	An EDC Tools user initiates a Data Export job from EDC Tools > Jobs.
Study Data Extract	The Study Data Extract job allows Lead Data Managers to extract and download study execution data.	A Lead Data Manager initiates the Study Data Extract job in EDC Tools.
Detail PDFs	Exports subject Casebooks as PDFs, including any entered data within those Casebooks. The PDF files exported from the Detail PDFs job in EDC Tools are optimized for Fast Web View.	An EDC Tools user initiates a Detail PDFs job from EDC Tools > Jobs.
DMR Re-assignment	Updates the DMR Requirement Mode of all existing Items in the Study to match the assigned Review Plan.	An EDC Tools user initiates a DMR Re-assignment job from EDC Tools > Jobs.
SDV Re-assignment	Updates the SDV Requirement Mode of all existing Items in the Study to match the assigned Review Plan.	An EDC Tools user initiates a SDV Re-assignment job from EDC Tools > Jobs.
Event Progress Listing	Generates a list of all Events in a Study with status details and operational information.	An EDC Tools user initiates an Event Progress Listing job CSV export or report from EDC Tools > Jobs
Form Progress Listing	Generates a list of all Forms in a Study with status details and operational information.	An EDC Tools user initiates an Form Progress Listing job CSV export or report from EDC Tools > Jobs
Query Detail Listing	Generates a list of all Queries in a Study with status details and operational information.	An EDC Tools user initiates an Query Progress Listing job CSV export or report from EDC Tools > Jobs
Subject Progress Listing	Generates a list of all Subjects in a Study with status details and operational information.	An EDC Tools user initiates an Subject Progress Listing job CSV export or report from EDC Tools > Jobs
Form Progress Versioned Extract	Generates a list of all Forms in a Study with status details and operational information according to the selected version.	An EDC Tools user initiates a Form Progress Versioned Extract job from EDC Tools > Jobs.
Event Progress Versioned Extract	Generates a list of all Events in a Study with status details and operational information according to the selected version.	An EDC Tools user initiates a Event Progress Versioned Extract job from EDC Tools > Jobs.
Subject Progress Versioned Extract	Generates a list of all Subjects in a Study with status details and operational information according to the selected version.	An EDC Tools user initiates a Subject Progress Versioned Extract job from EDC Tools > Jobs.
Query Detail Versioned Extract	Generates a list of all Queries in a Study with status details and operational information according to the selected version.	An EDC Tools user initiates a Query Detail Versioned Extract job from EDC Tools > Jobs.
Recalculate Normalized DateTime Values	After a site’s timezone is changed, this job recalculates all normalized datetime values (for datetime-type Items) to reference the new timezone.	A user initiates a Recalculate Normalized DateTime Values job from EDC Tools, or a user edits the Timezone for a Site.
CDB Workbench To schedule or run these jobs, your vault must include the CDB Workbench application. Contact your Veeva Services representative for details.
Workbench Export	Exports study data and sends it to the CDB Workbench application for import.	An EDC Tools user initiates a Workbench Export job from EDC Tools > Jobs.
Vault Coder Jobs These Vault Coder jobs are schedulable in EDC Tools > Jobs.
Autocoding and Suggestions	Autocodes pending Code Requests and creates suggestions.	An EDC Tools user initiates an Autocoding and Suggestions job from EDC Tools > Jobs. The job then runs automatically.
Code Request Export	Exports a CSV file of all Code Requests for a Study, including details about each Code Request and what each request was coded to.	An EDC Tools user initiates a Code Request Export job from EDC Tools > Jobs.
Delete Inactive Coding Requests	The Delete Inactive Coding Requests job deletes coding requests that belong to inactive coding forms.	An EDC Tools user initiates a Delete Inactive Coding Requests job from EDC Tools > Jobs.
Reconstitute Code Requests	Updates existing Code Requests to use updated form configuration, and, if applicable, recreates previously deleted Code Requests to reference the updated configuration.	An EDC Tools user initiates a Reconstitute Code Requests job from EDC Tools > Jobs.
Logged in Job History, initiated elsewhere These jobs are logged in EDC Tools > Jobs > Job History, but they originate elsewhere, either in EDC Tools or Studio.
Delete Site Data	Deletes all subject Casebooks, including any collected data, all queries, and all Code Requests in that Site.	An EDC Tools user initiates the Delete Site action from EDC Tools > Sites.
Delete Study Data	Deletes all subject Casebooks, including any collected data, all queries, all scheduled jobs, and all Code Requests in that Study.	An EDC Tools user initiates the Delete Study Data job from EDC Tools > Environments.
ODM Import	Imported an ODM XML document into vault.	A Studio user imports an ODM XML document when creating a casebook version.
ODM Export	Exported an ODM XML document from vault.	A Studio user exports an ODM XML document when publishing a casebook version.
Retrospective Amendment	A retrospective amendment upgrades existing subject Casebooks to a new casebook version, applying the design changes to existing data.	An EDC Tools user runs a retrospective amendment from EDC Tools > Casebook Versions.
Not logged in Job History, initiated elsewhere These jobs are not logged in EDC Tools > Jobs > Job History, and they originate elsewhere, either in Coder Tools, System Tools, or the Review tab.
Additive Review Listing	Exports a ZIP file containing a CSV file of a report for items and event dates that have been additively reviewed in a Study. Initiated from the Review tab.	Not logged in EDC Tools > Job History
Study Summary Metrics Report	Generates a report with percentages of weekly or monthly monitoring of SDV and/or DMR activities. To generate this report, a user must have SDV/DMR permissions. Initiated from the Review tab.	Not logged in EDC Tools > Job History
Unique Terms Report	Allows users to view all unique coding requests across multiple studies and is the only job available in Coder Tools. Initiated from Tools > Coder Tools > Jobs.	Not logged in EDC Tools > Job History
Vault Configuration Report	Vault Configuration Reports include a summary of the vault. Initiated from Tools > System Tools > Job History.	Not logged in EDC Tools > Job History
User Activity Report	Allows tracking of the activity of a user in the vault. Initiated from Tools > System Tools > Users.	Not logged in EDC Tools > Job History
User Access Report	Details changes made to users and their access in one location and an easy-to-read format. Initiated from Tools > System Tools > Users.	Not logged in EDC Tools > Job History
User Training History	Lists the training progress of a user. Initiated from Tools > System Tools > Users.	Not logged in EDC Tools > Job History

Job Logs & Output Files

Vault provides a CSV job log file for each job. This log includes details about which objects were affected by the job and whether or not the job was successful on each object. When applicable, Vault also provides a link to the output files from a job. For example, a link to download the ODM XML file for an ODM Export job.

To access these files, click the icon () in either the Log or File column.

You can view tables with potential audit descriptions for each study object below:

Casebook

Object	Potential Audit Description
Casebook	"Casebook Definition" changed from "[text]" to "[text]"
Casebook	Casebook frozen
Casebook	Casebook unfrozen
Casebook	Casebook locked
Casebook	Casebook unlocked
Casebook	Casebook: [Screening ID #] created

Event

Object	Potential Audit Description
Event	"[Date]" was removed from the "Event Date" field
Event	"[Date]" was removed from the "Overdue Date" field
Event	"Change Reason" set to "[Reason]"
Event	"Change Reason" changed from "[Reason]" to "[Reason]"
Event	"Did Not Occur" set to "True"
Event	"Did Not Occur" set to "False"
Event	"Event Date" set to "[Date]"
Event	"Event Date" changed from "[Date]" to "[Date]"
Event	"Overdue Date" set to "[Date]"
Event	"Overdue Date" changed from "[Date]" to "[Date]"
Event	Event: [Event Name] created
Event	Event Date DMR set to "False"
Event	Event Date DMR set to "True"
Event	Event Date SDV set to "False"
Event	Event Date SDV set to "True"
Event	Event Date signed. Signature meaning: [Signature Meaning]
Event	Event Date unsigned
Event	Event unfrozen
Event	Event frozen
Event	Event unlocked
Event	Event locked
Event	Event Date frozen
Event	Event Date unfrozen
Event	Event Date locked
Event	Event Date unlocked
Event	Query opened: [Query message]
Event	Query answered: [Query message]
Event	Query closed: [Query message]
Event	Query reopened: [Query message]
Event	Query deleted: [Query message]
Event	"Overdue Date" set to "[Date]"
Event	"Overdue Date" changed from "[Date]" to "[Date]"
Event	"User Review Modified By" set to [User]
Event	Event reset. Reason for reset: "[Reason]"
Event	"Visit Method" set to "[Visit Method]"
Event	"[Visit Method]" was removed from the "Visit Method" field
Event	"Visit Method" was changed from "[Visit Method]" to "[Visit Method]"
Event	Visit Method signed
Event	Visit Method signature broken
Event	Visit Method unsigned
Event	Visit Method frozen
Event	Visit Method unfrozen
Event	Visit Method locked
Event	Visit Method unlocked

Event Group

Object	Potential Audit Description
Event Group	Event Group: [Event group name] created

Form

Object	Potential Audit Description
Form	"Change Reason" set to "[Reason]"
Form	"Change Reason" changed from "[Reason]" to "[Reason]"
Form	"Form Status" changed from "[Status]" to "[Status]"
Form	"Intentionally Left Blank Reason" set to "[Reason]"
Form	"[Reason]" was removed from the "Intentionally Left Blank" field
Form	"Intentionally Left Blank" set to "True"
Form	"Intentionally Left Blank" changed from "False" to "True"
Form	"Intentionally Left Blank" changed from "True" to "False"
Form	"Marked for Removal" set to "True"
Form	"Marked for Removal" changed from "True" to "False"
Form	"Number of Submits" changed from "[#]" to "[#]"
Form	"Submission Date" set to "[Date]"
Form	"Submission Date" changed from "[Date]" to "[Date]"
Form	Form: [Form Name] created
Form	Form signed. Signature Meaning: "[Signature meaning]"
Form	Form unsigned
Form	Form frozen
Form	Form unfrozen
Form	Form locked
Form	Form unlocked

Item

Object	Potential Audit Description
Item	"DMR Mode" set to "[Review Mode]"
Item	"SDV Mode" set to "[Review Mode]"
Item	"User Review Modified By" set to [User]
Item	Item: [Item Name] created
Item	Item DMR set to "True"
Item	Item DMR set to "False"
Item	Item SDV set to "True"
Item	Item SDV set to "False"
Item	Item frozen
Item	Item unfrozen
Item	Item set as Intentionally Left Blank with reason "[Reason]". Reason for change: "[Reason]"
Item	Item unset as Intentionally Left Blank. Reason for change: "[Reason]"
Item	"Intentionally Left Blank Reason" changed from "[Reason]" to "[Reason]"
Item	Query opened: [Query message]
Item	Query answered: [Query message]
Item	Query closed: [Query message]
Item	Query reopened: [Query message]
Item	Query deleted: [Query message]
Item	Translated value set to "[Value]". Reason for change: "[Reason]"
Item	Translated value changed from "[Value]" to "[Value]". Reason for change: "[Reason]"
Item	Value entered "[Value]". Reason for change: "[Reason]"
Item	Value changed from "[Value] to "[Value]". Reason for change: "[Reason]"
Item	Value is "[Value]". Change Reason changed from "[Reason]" to "[Reason]"
Item	"User Review Modified By" set to [User]
Item	Exam uploaded “[Exam Name]”
Item	Exam deleted “[Exam Name]”

Item Group

Object	Potential Audit Description
Item Group	"Change Reason" set to "[Reason]"
Item Group	"Change Reason" changed from "[Reason]" to "[Reason]"
Item Group	"Intentionally Left Blank Reason" set to "[Reason]"
Item Group	"Intentionally Left Blank" changed from "False" to "True"
Item Group	"Intentionally Left Blank" changed from "True" to "False"
Item Group	"Intentionally Left Blank" set to "True"
Item Group	Item Group: [Item Group Name] created

Link Form

Object	Potential Audit Description
Link Form	[Form Name](Seq #) link to [Form Name](Seq #) created

Protocol Deviation

Object	Potential Audit Description
Protocol Deviation	"Category" changed from "[PD Category]" to "[PD Category]"
Protocol Deviation	"Date of Deviation" changed from "[Date]" to "[Date]"
Protocol Deviation	"Description" set to "[description]"
Protocol Deviation	"Description" changed from "[description]" to "[description]"
Protocol Deviation	"Inactivated by System" set to "True"
Protocol Deviation	"Last Inactivated Date" set to "[Date]"
Protocol Deviation	"Protocol Deviation Status" changed from "[Status]" to "[Status]"
Protocol Deviation	"Resolution" set to "[Resolution]"
Protocol Deviation	"Resolution" changed from "[Resolution]" to "[Resolution]"
Protocol Deviation	"Severity" changed from "[Severity]" to "[Severity]"
Protocol Deviation	"Subcategory" changed from "[Subcategory]" to "[Subcategory]"
Protocol Deviation	"Summary" changed from "[Summary]" to "[Summary]"
Protocol Deviation	"User Modified By" changed from "[User]" to "[User]"
Protocol Deviation	"User Modified By" set to "[User]"
Protocol Deviation	"User Modified Date" changed from "[Datetime]" to "[Datetime]"
Protocol Deviation	"User Modified Date" set to "[Datetime]"
Protocol Deviation	Protocol Deviation: [PD Name] created

Subject

Object	Potential Audit Description
Subject	"Enrolled Date" set to "[Date]"
Subject	"Enrolled Date" changed from "[Date]" to "[Date]"
Subject	"Name" changed from "[Subject ID]" to "[Subject ID]"
Subject	"Screened Date" set to "[Date]"
Subject	"End of Treatment Date" set to "[Date]"
Subject	"Subject Status" changed from "[Status]" to "[Status]"
Subject	"Withdrawn Date" set to "[Date]"
Subject	"Withdrawn Date" changed from "[Date]" to "[Date]"
Subject	Subject: [Subject name] created
Subject	"Randomized Date" set to "[Date]"