Creating a Study Master in Studio


Before your organization can begin building your Study, you must first create a Study Master and the appropriate Study Environments. The Study Master is an object record that tracks everything related to your Study. It exists in your control center vault. Then, Study Environments exist within your Study Master. These environments represent your Study across different phases and through data collection.

Before your organization can perform the steps in this help topic, Veeva Services must perform some configuration tasks in your vault. Contact your Veeva Services representative for details.

Create a Study Master

You can create a new Study Master from Studio. You must create a Study Master before you can create Study Environments for your study and before study designers can begin designing your study.

Once you create a Study Master, you can’t delete it. Take care when creating new Study Masters in your vault.

To create a new Study Master:

  1. Open Studio.
  2. Click + New Study. + New Study button

  3. Enter a Name for your Study. Vault uses the value you enter here for your Study Master and then names your Study Instances with this name and the environment type appended to it (for example, VEEOFEN_DEV for the Development environment of the Veeofen study). New Study dialog

  4. Choose an Organization to associate your Study with. You can click + New Organization to create a new Organization as needed. + New Organization button

  5. Optional: Enter an External ID.
  6. Optional: To create this Study Master as a copy of another Study, select the Copy study design from another study checkbox. Then, select the Source Vault, Source Study, and Study Environment to copy the study design from. Select the Ignore import casebook version checkbox to ignore the version of the source study and import the copy as version 1. Copy study design from another study

  7. Choose a vault to create your production environment in.
    You must create a production environment while creating a Study Master. If you don’t create a production environment now, there is no way to create one later.
  8. Optional: Choose which environments to create Study Environments in. These are vaults or sandboxes where you’re housing your user acceptance testing, training, and production environments for your Study.
  9. Click Create.
  10. In the New Study confirmation dialog, click Create. Vault begins a job to create your Study Master, your development Study Environment, and additional Study Environments for all environments that you selected. Depending on your selections, this job may take a few minutes.

After you create your Study Master, a deployment administrator can create Study Environments (in addition to those that Vault created if you chose vaults to create environments in).

Editing an Organization

Once you save your Study Master, there isn’t a way to update the Organization from within Studio. If you need to edit the Organization, for example, due to a typographical error when creating the Organization, contact your Veeva Services representative. They can edit the Organization record from Admin > Business Admin.

Users with the Vault Owner security profile or the CDMS Study Designer study role can create a Study Master by default.