Navigating CDB Workbench

CDB Workbench is Veeva’s data cleaning and reporting solution. CDB Workbench is the cleaning and reporting interface (application) for CDB. Using this, users can easily create data listings and query execution data. Tasks in the application are typically performed by Lead Data Managers and Data Managers.

Accessing Veeva CDB

After logging in to your CDMS vault, click to open the Workbench tab in the primary navigation bar to launch the CDB application. CDB opens to the Studies page.

Studies

The Studies page lists the Studies in your vault configured for use in CDB. By default, the Studies page opens to a list of active studies. To view archived studies, click Archived.

From here, you can view listings, queries, checks, and views for a Study.

For convenience, CDB shows a link to the Last Listing Visited. You can click this link to easily navigate to the last Listing, Check, or View you visited.

Search for Study

You can search for a specific Study from this page. Enter your study’s Name in the search bar. Workbench searches as you type. To clear your search term, click Clear. Click the Study in the results to open it. Clicking Search opens a list of matching Studies.

Breadcrumb Menu

Once you select a Study, Workbench includes a breadcrumb menu. You can use the breadcrumb menu to move backwards as you navigate through the application.

Clicking the Study in the breadcrumb menu opens the Dashboard page.

Navigation Drawer

You can use the Navigation Drawer () to switch between the Studies, Listings, and Queries pages. Note that the Listings and Queries menu options are only enabled after you select a Study from the Studies page.

Listings

The Listings page is divided into two sub-pages, Public Listings and Private Listings. Public Listings shows all listings that you have permission to view in your Study, both Core Listings and custom listings. Private Listings shows any private, custom listings that you’ve created.

Click a listing’s Title to open it.

Listing Header

The Listing page’s header displays the Category and Associated Forms for a listing. The Category is defined on listing creation, and Vault generates the list of Associated Forms based on the Forms referenced in the Clinical Query Language (CQL) query’s in the FROM clause.

Data Sheet

Each listing represents the results of a Clinical Query Language (CQL) query or set of queries. Workbench displays those results in the Data Sheet of the listing. Depending on the size of the data set, you may have to scroll horizontally to view all data for a Subject row.

Opening the CQL Editor

From a Core Listing, click CQL Editor to open the CQL Editor.

The CQL Editor opens in the bottom of your page. Click Close (X) to close it. Learn more about using the CQL Editor.

Queries

You can view queries on data in Vault EDC from within CDB. To access queries, first select your Study on the Studies page. Then, either use the Navigation Drawer or the Study menu to open the Queries page.

By default, the Queries page opens to show Outstanding queries, which are queries that are in the Opened, Answered, or Reopened statuses. To view closed queries, click Closed.

Learn more about answering and closing queries.

Sorting Listing Pages in Workbench

You can sort the Studies, Queries, and Listings pages by a single column to help you easily locate the records you need.

To sort a list:

1. Locate the column you want to sort by in the list.
2. Hover over the Column Header to show the Filter icon (filter_list).
3. Click the Filter icon (ICON). This opens the Sort menu.

4. Under Sort by, select Ascending (A to Z) or Descending (Z-A) for a sort order.

5. Click OK. Workbench sorts the list by the column values in the chosen sort order. Workbench shows a Sort icon ( for ascending or for descending) in the column header.

Note that Workbench does not save your sort order once you navigate away from the page.

Returning to Other Vault CDMS Applications

You can return to Vault EDC and Vault Coder by using the Application Switcher. Click the Application Switcher (). Then, select CDMS. Vault returns you to the default tab (typically the Review tab) in CDMS.