Importing Data from Vault EDC into Data Workbench

With Vault CDMS, you can easily move data from Vault EDC into Vault Data Workbench with the Workbench Export job. The Workbench Export job exports your study’s execution data from EDC to the Data Workbench application. In Data Workbench, Vault creates a Core Listing for each Form in your study. Each time you run this job, Vault updates the data within Data Workbench to reflect that in EDC.

In the current release, Vault Data Workbench is only available to specific early adopter customers. Contact your Veeva Services representative for details.

Before you can use the Workbench Export job to move data from EDC to Workbench, Veeva Services must perform some additional configuration tasks to connect your Study in EDC to your Study in Workbench. Contact your Veeva Services representative for details.

The following permissions are required to perform the actions described below.

Users with the standard CDMS Lead Data Manager study role or the Vault Owner security profile can perform the actions described below by default. If your vault uses custom Study Roles, your role must have the following permissions:

Type Permission Label Controls
Standard Tab EDC Tools Tab

Ability to access the EDC Tools tab

Functional Permission Manage Jobs

Ability to create, edit, and delete scheduled jobs

Learn more about Study Roles.

Run the Workbench Export Job in EDC

You can choose to run the Workbench Export job once, or schedule it on a recurring basis.

To create a Workbench Export job:

  1. Navigate to Tools > EDC Tools > Jobs.
  2. Click + New Job. New Job Button

  3. For Type, select Workbench Export.
  4. To run the Workbench Export job once, click Run. To schedule a recurring export job, proceed to step 5.
  5. Select a Frequency other than Run Now.
  6. Enter a descriptive Name for your job. This displays in the Job Name column within the Job Schedule tab.
  7. Select a time to Run at for your job. The New Job dialog to schedule a Workbench Export job, running daily at 12:00AM

  8. Click Save.

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 (i) icon for additional details about a job.

Status Meaning
In Progress Vault is currently performing the job.
Failed The job instance encountered one or more errors.
Completed The job instance completed without errors.

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.

Importing the Data in Workbench

Workbench automatically imports the data exported from Vault EDC, without any additional action from you. Similarly to how 3rd party data is imported into Workbench, the data exported from Vault EDC is normalized at the Form level.

Workbench automatically generates a Core Listing for each unique Form in a Study. The default CQL query for these listings is:

SELECT @HDR, * from source.filename

For example, if a Study contains a Chemistry form and a Hematology form, Vault creates two Core Listings: Chemistry and Hematology, using these queries:

SELECT @HDR, * from labs.Chemistry
SELECT @HDR, * from labs.Hematology