Managing Principal Investigators

Administrators can manage principal investigator (PI) records independently of User accounts in System Tools > Principal Investigators. This area centralizes PI contact details, including name, email, timezone, language, and locale, using the person_sys object. Administrators can designate a PI for a site even if they lack an active VeevaID account.

Accessing Principal Investigators

To access Principal Investigators, navigate to Tools > System Tools and select the Principal Investigators menu option.

Creating a Principal Investigator

You can create a PI record to store investigator details without granting system access.

To create a PI record:

1. Navigate to System Tools > Principal Investigators.
2. Click + New Principal Investigator.

3. Enter the principal investigator’s First Name, Last Name, and Email.

4. Select the appropriate Time Zone, Language, and Locale.
5. Click Save.

Editing a Principal Investigator

You can edit any PI record that is not currently linked to a system User account.

To edit a PI record:

1. Navigate to System Tools > Principal Investigators.
2. Locate the PI in the list.
3. Hover over the Full Name to show the Actions menu.

4. Click Edit.

5. Update the fields in the dialog.
6. Click Save.

Bulk Import of Principal Investigators

You can create or update multiple PI records at once using a CSV file.

To import records using a CSV file:

1. Navigate to System Tools > Principal Investigators.

2. Click Import From File.

3. Drag your import CSV file to the Drag and drop file here area, or click the area to browse and upload the file.
4. Click Import.
5. The system sends you an email when the import is complete.
6. Drag your import CSV file to the Drag and drop file here area, or click the area to browse and upload the file.
7. Click Import. The system sends you an email when the import is complete.

PI Import Template

Use the template below as your import file.

  Download the PI Import Template

The template contains the following columns:

Column	Description
First Name	The user’s first name.
Last Name	The user’s last name.
Email	The user’s email address. This is used as a unique identifier.
Timezone	The user’s geographic offset and region used to align timestamps. For example, (GMT-05:00) Eastern Standard Time (America/New_York).
Language	The user’s preferred UI language, entered as a specific entry format code for user import (e.g., en for English, zh for Chinese).
Locale	The regional setting that determines data formatting. This is entered as a country code in the import CSV (e.g., en_US or fr_CA).

Duplicate Email Addresses

During the initial migration from person__v to person__sys, the system assigns “dev.null@veeva.com” to any original person__v record that lacks an associated email. This can result in duplicate email addresses. To resolve this, merge duplicate records into a single record.

Before merging you must either edit each record to include a unique email address or inactivate them.

Merging Principal Investigators

Use the merge tool to consolidate duplicate PI records into a single record.

To merge PI records:

1. Navigate to System Tools > Principal Investigators.
2. Locate the duplicate PI that you want to consolidate.
3. Hover over the Full Name to show the Actions menu.

4. Click Merge.

5. In the Merge Principal Investigator dialog, search for and select the target PI record you want to keep.

Inactivating Principal Investigators

You cannot permanently delete a PI record if it is referenced by a study site, but you can inactivate it.

To inactivate a PI record:

1. Navigate to System Tools > Principal Investigators.
2. Hover over the Full Name to show the Actions menu.

3. Click Inactivate.

4. In the Inactivating Principal Investigators dialog, click Inactivate to confirm.