CDMS Vault Training and VeevaID

Accessing CDMS Vault Training

Site and sponsor users access CDMS Vault Training using different methods:

• Site users must use VeevaID to access CDMS Vault Training. Users without a VeevaID will be prompted to register for one after the 24R2 release.
• All other users (sponsor users) will access CDMS Vault Training using their Vault username (Sponsor ID).

For the purposes of VeevaID, all users are split into two categories, site users and sponsor users. If you are not a site user, you can consider yourself a sponsor user.

For more information about the transition to CDMS Vault Training and for answers to frequently asked questions, see CDMS Vault Training and VeevaID FAQ.

Using CDMS Vault Training: Site Users

This information is for site users working with existing sponsors and studies at the time of the 24R2 release.

CDMS Vault Training: User Experience for Site Users

Last Updated: 24R2

This video gives an overview of the Vault Training user experience for site users.

How to Register for VeevaID

Site users must register for a VeevaID to access CDMS Vault Training. During the weekend of September 7-8, 2024, you will receive a registration email inviting you to register for a VeevaID.

To register for a VeevaID:

1. Click Start Registration
2. Enter your First Name, Last Name, Language, Locale, and Timezone. .
3. Click Continue.
4. Set your VeevaID Password. Your password must be a minimum of 8 characters long, contain one or more lowercase letters, one or more uppercase letters, and one or more numbers.
5. Click Join Now.

You will be required to enter a VeevaID verification code to complete multi-factor authentication the first time you log in using your VeevaID and every time you log in using a new device.

If you haven’t registered within 72 hours, a reminder email containing the registration link will be sent again. Reminder emails will be sent every 72 hours until two weeks after the initial email was sent, at which point the registration link will expire and no more links will be sent. After the registration link expires, you will need to contact the Vault CDMS Support team (CDMS_Support@veeva.com) to re-initiate registration.

Accessing Training after 24R2

After you register for VeevaID, there are 2 ways to access your training:

• Log in to Vault using your VeevaID: This method will allow you to access training, but not your EDC studies.
• Log in to Vault EDC using your Sponsor ID and navigate to the My Training tab.

How to access training using your Sponsor ID

To access your training using your Sponsor ID:

1. Log in to Vault EDC using your Sponsor ID and navigate to the My Training tab.

2. Click Training Required in the My Access column.
3. For users that have already created a VeevaID: click Continue to Vault Training to log in using your VeevaID.

Using CDMS Vault Training: Sponsor Users

Sponsor users (non-site users) will access CDMS Vault Training using their current Sponsor ID.

CDMS Vault Training: User Experience for Sponsor Users

Last Updated: 24R2

This video gives an overview of the Vault Training user experience for sponsor users.

Accessing Training after 24R2

There are two ways sponsor users can access CDMS Vault Training after 24R2: through the Vault Selector and from the My Training tab.

Accessing CDMS Vault Training from the Vault Selector

To access CDMS Vault Training using the vault selector:

1. Log in to Vault using your Sponsor ID.
2. Click the vault selector in the upper-right header area to view your vaults.
3. Click CDMS Vault Training to open your training.

Accessing CDMS Vault Training from the My Training Tab

To access CDMS Vault Training from the My Training tab:

1. From within your EDC Vault, navigate to the My Training tab.

2. Click Training Required to open your training.