Working in Vault EDC's Review Tab


Vault EDC provides a specialized area for site monitoring, including queries and DMR/SDV activities, within the Review tab.

From the Review tab, you can quickly perform your monitoring activities across multiple Forms without having to navigate from Form to Form in the Data Entry tab.

Contact Veeva Support to enable the Review tab. Enabling this feature removes permissions for the Data Entry tab from the EDC CRA, EDC Lead CRA, EDC Data Manager, and EDC Lead Data Manager standard security profiles.

Note that most monitoring and review functionality is available outside of the Review tab, if this feature is not enabled in your vault. See the following articles for details about performing these tasks in the Data Entry tab:

The Review tab includes three (3) subtabs: Study SitesQueries, and Study Jobs. The Review tab automatically opens to the Study Sites subtab. You can click between the three subtabs here:

Review Tab Subtabs: Study Sites, Queries, and Study Jobs

You can move back and forth between Sites and Subjects using the breadcrumb menu. Once you open a subject casebook, the page has two primary areas: the Event & Form List panel and the Content panel. You can use the Event & Form List panel to move between Forms in a single Subject, and you can perform actions on those Forms from the Content panel.

Filtering in the Review Tab

You can filter listings in the Review tab. In the header, select a set of filter criteria. Vault then displays a listing of filtered records. These filters will remain selected until you log out.

When viewing an Event, you can also toggle to hide completed Forms with Schedule QuickView and hide completed Items with the Item QuickView. This allows you to easily view only incomplete tasks.

QuickView filters

Next Task Navigation

When viewing a Form, you can use the Next button for each task type to quickly navigate to the next task of a certain type on the Form. For example, after you complete SDV for the first Item on the Form, clicking Next for SDV brings you automatically to the next Item with SDV Required on that Form.

If there are no more incomplete tasks of a given type on a Form, Vault disables the button. If you click the button after completing the last task on a Form, Vault returns you to the beginning of the Form and the first open task.

Viewing Individual Casebooks

You can click down into a Casebook from Study Sites or Queries.

To access a subject casebook from Study Sites, click to open a Site and then a Subject to view that subject’s Casebook. To access a subject casebook from Queries, click to open a Query. Vault opens the subject casebook, automatically scrolled to the Form containing the query you clicked.

When you view a casebook in the Review tab, there are two primary areas of the page: the Event & Form List panel and the Content panel.

The Event & Form List panel displays a tree view of the Casebook, a list of Events which expand to show the Forms within that event, much like the casebook schedule in the Data Entry tab. You can click to expand each Event. Clicking the Event opens all Forms in that Event in the Content panel, starting at the Event Date and then the first form. Clicking an individual Form opens the Event in the Content panel also, but Vault automatically scrolls down to the Form you clicked.

The Content panel shows a scrolling view of the Event Date and all Forms within that Event. Each heading represents the name of a Form. From here, you can access the Form- and Item-level More Actions menus, manage queries, and perform SDV or DMR.

Study Sites

From the Study Sites subtab, you can view a list of all Study Sites to which you have access, even when you can access multiple Studies, as well as the total number of open monitoring tasks at each of those sites. You can also filter this listing. Hover over the site’s Name in the breadcrumb menu to view details about the site and its current casebook version.

Site Details in Breadcrumb Menu

Once you click into a Site, Vault displays a filterable listing of Subjects at that site, with the total number of open monitoring tasks on each Casebook, including:

  • Open Queries
  • Answered Queries
  • Overdue Forms
  • (Forms) Ready for SDV
  • (Forms) Ready for DMR

You can hover over the subject’s Name in the listing to view the subject’s Status and current casebook version.

To begin addressing a query or review task in a Casebook, click to open an individual Subject. Vault EDC displays a condensed version of the casebook schedule. From this page, you can click into an Event to access its forms and complete tasks.

You can hover over the subject’s Name in the breadcrumb menu to view the subject’s Status, current casebook version, and the values of any header Items (for example, Initials or Gender).

Subject-level Actions

You can perform actions at the Subject level using the More Actions menu:

Subject-level More Actions menu in the Review tab

Which actions display in the More Actions menu depends on your permissions.

  • Freeze Subject (Unfreeze Subject): Freeze or unfreeze all Events, Forms, and Items for this subject’s Casebook
  • Lock Subject (Unlock Subject): Lock or unlock all Events, Forms, and Items for this subject’s Casebook
  • Delete Subject: Delete the Subject if the Casebook contains no data (see details below)
  • Export Blank PDF: Export a blank PDF of the Casebook
  • Detail PDF: Export a detailed PDF of the Casebook that includes entered data, with the option to include query and audit trail information
  • Casebook Audit Trail: View the Casebook record’s Audit Trail

Deleting a Subject Casebook

If a data entry user creates a subject casebook accidentally, you can delete that Casebook before there is any entered data. Note that Vault will not allow you to delete a Casebook containing data (including Event Dates).

To delete a Subject:

  1. Navigate to the Subject you want to delete.
  2. Verify that there is no data within the Casebook, including Event Dates.
  3. From the subject-level More Actions menu, select Delete Subject.
  4. In the Delete Subject dialog, select a Reason. Delete Subject dialog with selected reason

  5. Click Continue.
  6. Vault deletes the Subject record, the Casebook, and all associated object records. This action cannot be undone.

Admin: Enable Casebook Deletion

By default, no roles have permission to delete a casebook. You can create or edit an Application Role (provide the Delete Casebook permission) or create a custom Security Profile and Permission Set (with the Objects: Subject: Delete permission) to allow users with that role or profile to delete subject casebooks. For details about configuring specific reason options for subject deletion, see Configuring Reasons for Change.

Performing DMR & SDV

You can perform Data Manager Review (DMR) and Source Data Verification (SDV) tasks from within the Review tab. See Performing SDV & DMR in the Review Tab for details.

Opening & Closing Queries

While you can open new and close existing queries from within the Study Sites subtab, you can also focus specifically on queries in the Queries subtab.

Queries

From Review > Queries, you can see a listing of all queries, including form- and event-level queries, from Sites that you have permission to access. You can filter this listing by Study, Site, and Query Status.

You can click to open a query. Vault automatically opens the Form or Event that the query is on. From here, you can close the query. You can open queries from a Form in the Review tab in much the same way as you do when in the Data Entry tab.

Item-level Query in the Review Tab

See Managing Queries in the Review Tab for details.

Study Jobs

From Review > Study Jobs, you can manage Detail PDF and Data Export jobs occurring in your Study from a single location. A job represents a bulk evaluation or action upon collected study data.

Study Jobs Subtab

Learn more in Managing Study Jobs in the Review Tab.

Help Text

Depending on your study design, there may be help content for certain Forms and Items. You can view help text in the Review tab by hovering over the Help icon next to the desired Form or Item. This text provides additional details about the Form or Item.

Help Text

Additional Actions

You can perform additional actions on Events, Forms, and Items based on your permissions.

Which permissions control your access depends on when your vault was created. If your vault uses the Role by Study feature, see the first section, Role by Study Permissions. If your vault does not use the CDMS Role by Study feature, see the second section, Profile Permissions.

Role by Study Permissions

Users with the standard CDMS Clinical Research Associate, and CDMS Data Manager application roles and a Security Profile that grants access to the Review tab can perform the actions described above by default. If your vault uses custom Application Roles, your role must have the following permissions:

Type Permission Label Controls
Functional Permission Review Tab

Ability to access the Review tab

Functional Permission Open Query

Ability to create new (open) queries

Functional Permission Close Query

Ability to close queries

Functional Permission View SDV

Ability to view SDV status

Functional Permission View DMR

Ability to view DMR status

Functional Permission Edit SDV

Ability to perform SDV

Functional Permission Edit DMR

Ability to perform DMR

Functional Permission Manage Jobs

Ability to create, edit, and delete scheduled jobs

Learn more about Study Roles.

Profile Permissions

The EDC CRA, EDC Data Manager, EDC Lead CRA, and EDC Lead Data Manager can access and use the Review tab within the scope of their permissions.

If your vault uses custom security profiles, you must have the following permissions to perform the tasks described above.

Type Permission Controls
Security Profile Tabs: Review Ability to view and access the Review tab
Security Profile EDC: Queries: Open Ability to open new queries
Security Profile EDC: Queries: Close Ability to close queries
Security Profile Objects: Event: Review for SDV: Edit Ability to perform SDV on Event Dates
Security Profile Objects: Event: Review for DMR: Edit Ability to perform DMR on Event Dates
Security Profile Objects: Form: Review for SDV: Edit Ability to perform SDV on Forms
Security Profile Objects: Form: Review for DMR: Edit Ability to perform DMR on Forms
Security Profile Objects: Item Group: Review for SDV: Edit Ability to perform SDV on Item Groups
Security Profile Objects: Item Group: Review for DMR: Edit Ability to perform DMR on Item Groups
Security Profile Objects: Item: Review for SDV: Edit Ability to perform SDV on Items
Security Profile Objects: Item: Review for DMR: Edit Ability to perform DMR on Items
Security Profile Object: Event: Review for Frozen: Edit Ability to freeze and unfreeze an Event. Freezing an Event sets this field to Yes.
Security Profile Object: Form: Review for Frozen: Edit Ability to freeze and unfreeze a Form. Freezing a Form sets this field to Yes.
Security Profile Object: Item: Review for Frozen: Edit Ability to freeze and unfreeze an Item. Freezing an Item sets this field to Yes
Security Profile Object: Event: Review for Locked: Edit Ability to lock and unlock an Event. Locking an Event sets this field to Yes.
Security Profile Object: Form: Review for Locked: Edit Ability to lock and unlock a Form. Locking a Form sets this field to Yes.

Learn more about permission sets.