New Features in 20R1.4

Restricted Data, Improved Review Navigation, and more..."

Release Date: July 17, 2020

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We are pleased to bring you the following new features in this week's release. See a summary of feature enablement for this release below. Information on developer features (REST API) is in the Developer Portal.

CDMS

Features in this section are changes that apply to all application areas of Vault CDMS.

Restricted Data

Use Case

With this capability, Vault CDMS can now support studies that require blinded vs. unblinded data entry.

Description

With this release, a study designer can configure a study to restrict, or hide, Forms from any study roles that don’t have the Restricted Data Access permission. When a role doesn’t have that permission (blinded users), the restricted forms don’t display when viewing a Casebook in the Data Entry and Review tabs, audit trails, in any reports and in Vault CDB (Data Workbench). If all Forms in an Event are restricted, the entire Event is hidden. If all Events within the Casebook are restricted, then the Subject doesn’t display. Study roles with access to restricted data (unblinded users), see all Subjects, Events, and Forms, even if they are restricted. So that unblinded users are aware of which forms are restricted, the Restricted icon displays on any subjects, events, or forms that are restricted. If an Event or Subject containing restricted data is deleted by a user without restricted data access, the Event or Subject is hidden and the restricted forms and events are marked for removal. An unblinded user must reset the restricted forms and events to fully delete the Event or Subject.

Study designers can mark a Form as restricted using the Restricted property on the Form Definition. When a Form is restricted, it is only visible to users with permission to view restricted data. Studio users can easily identify which Forms are restricted when creating review plans by the Restricted icon. The Restricted property is noted in the SDS, annotated PDFs, and the study difference report.

In addition to supporting restricted data within EDC, CDB supports restricting data from third party sources. When importing data, Workbench users may indicate which Forms are restricted in the manifest file, and CDB respects that restriction in the same way as EDC restricted data.

To support restricting data access within reports, we added the Restricted field to the Form Operational Summary, Event Operational Summary, Casebook Operational Summary, and Query Operational Summary. This field tracks restricted records so that those records are only included in reports for users who have the Restricted Data Access permission.

Permissions Changes

This feature introduced the Restricted Data Access permission, which controls the ability to view restricted Forms. By default, this permission is assigned to the CDMS Lead Data Manager, CDMS Deployment Administrator, CDMS Study Designer, and CDMS Study Designer Read Only study roles. Any custom role that is granted the Manage Amendments or Manage Study Deployments permission is assigned the Restricted Data Access permission automatically. This permission is not assigned by default to any data entry roles. For a data entry user to be able to view restricted data, an organization must create a custom role.

As part of the restricted data feature for Vault CDB, the View Casebook permission is now required for accessing study data within CDB, and the CDMS Data Manager and CDMS Lead Data Manager study roles have this permission and the Workbench Tab permission by default.

Enablement & Configuration

This feature is available in Studies created after this release. A study designer must configure a Form as restricted to use this feature.

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Data Entry

Features in this section are changes to the Data Entry tab, a working area for investigators and clinical research coordinators to enter study execution data.

Change Reasons for Event Reset

Description

Data entry users must now select a Change Reason when resetting an Event. An organization can define custom reasons for these actions from System Tools > Change Reasons. As part of this feature, when resetting an Event, the user must type “RESET” in an additional confirmation dialog.

Vault includes the following Change Reasons for reset by default:

• Data entered into the wrong subject
• Data entered into the wrong visit

Enablement & Configuration

These changes apply automatically, but if an organization wants to use custom Change Reasons for the reset action, those must be configured first.

Updates to Subject Deletion

Description

With this release, we made the following updates to the subject deletion process:

• Users must type “DELETE” as a secondary confirmation, following reason selection.
• Users no longer need to reset all Events in the Casebook prior to deletion. Vault automatically deletes all data alongside the Subject.

Enablement & Configuration

These changes apply automatically, with no additional configuration required.

Changed Handling of Dynamic Form Removal

Description

If a dynamic Form contains data, and the controlling Item is edited in such a way that the Form should be removed, Vault now shows a banner on the Form indicating that it isn’t required. Upon reset, Vault automatically removes the Form from the Casebook.

Enablement & Configuration

This change applies automatically in Studies created after this release. This change does not affect existing Studies.

Removed Signature Propagation

Description

To improve overall system performance, the Signature Status value is no longer stored on the execution records and propagated up and down the execution record hierarchy. For studies created after the 20R2 release, Signature Status for Forms and Event Dates is now stored on the Signature State object. Vault will continue to display the current status of each Casebook, Event, and Form.

As part of this enhancement, we added the following standard report templates:

• Form Signature Summary (v2)
• Event Signature Summary
• Casebook Signature Summary
• Comprehensive Form Summary (v2)

Because signature status is no longer propagated, we created the Casebook Operational Summary object and added the following fields to the Form Operational Summary and Event Operational Summary objects to support reporting Signature status without aggregating data:

• Form Operational Summary:
  • Subject: This field is set to the Subject ID
  • Event Group: This field is set to the Event Group name
  • Form Definition: The field is set to the Form name
  • Form Signed: This field is set to true (Yes) when the form is signed
  • Form Signed Date: The date and time Form Signed was set to true
• Event Operational Summary:
  • Event Group: This field is set to the Event Group name
  • Event Signed: This field is set to true (Yes) when all forms within the Event are signed
  • Event Signed Date: The date and time Event Signed was set to true
• Casebook Operational Summary:
  • Study: This field is set to the casebook’s Study Name
  • Study Country: This field is set to the casebook’s Study Country
  • Site: This field is set to the casebook’s Site Number
  • Subject: This field is set to the casebook’s Subject ID
  • Subject Status: This field is set to the casebook’s Subject Status
  • Casebook Signed: This field is set to true (Yes) when all forms within the subject are signed.

Enablement & Configuration

This feature is not available for existing studies. It is only available for studies created after this release.

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Data Review

Features in this section are changes to the Review tab, a working area for clinical research associates and data managers, or to review functionality within the Data Entry tab.

Removed Review Functions from Data Entry

Use Case

The Review tab is optimized for these actions and offers a more streamlined user experience. Users with access to the Data Entry tab will still be able to use that area to navigate Casebooks and view form data.

Description

With this release, all review functions, those typically performed by CRAs, monitors, and data managers, will be removed from the Data Entry tab. Instead, these users will need to perform those functions in the Review tab. These functions include:

• Source Data Verification (SDV)
• Data Management Review (DMR)
• Freezing
• Locking
• Opening and closing queries

These functions are all currently available in the Review tab in vaults where the Review UI feature is enabled.

Enablement & Configuration

This change applies automatically in all vaults, for both version 1 and 2 of the Data Entry UI.

Learn More

• Working in the Review Tab

Enhanced SDV/DMR Review Plans

Use Case

This feature allows customers to verify a subset of Subjects and focus on critical data points.

Description

With this feature, Source Data Verification will be driven by Subject Status and can be applied to a subset of subjects. You can provide multiple parameters for identifying subjects for verification. For any given Review Task, Review Plan Assignment criteria can be defined by Study Country, Study Site, Subject Status, or any combination of the three. You can also specify a minimum number of subjects or minimum percentage of subjects for assignment.

Enablement & Configuration

This feature is only available to studies created after the 20R2 release. A lead data manager can configure their study’s assignment criteria from EDC Tools.

Improved Review Navigation

Use Case

The new My Studies subtab provides the user with easier navigation.

Description

With this release, we split the Review tab into two new subtabs, My Studies and My Study Sites. In My Study Sites, users can access the existing Review UI. The original Queries and Study Jobs subtabs are now available from My Studies. My Studies allows users to access and navigate available Studies, Sites, and Casebooks.

Enablement & Configuration

This change applies automatically in all vaults.

Removed Frozen & Locked Status Propagation

Description

To improve overall system performance, the Frozen and Locked status values will no longer be stored on the execution records and propagated up and down the execution record hierarchy. In this new model, child records will inherit the Frozen or Locked status of the parent record or reference an override if set. Vault will continue to display the current Frozen or Locked status of each Casebook, Event, Event Date, Form, and Item.

As part of this enhancement, we updated the Frozen and Locked icons that display in the Review tab when child records have a Frozen or Locked status than the parent. For example, if an Event is locked but a Form within the event is unlocked, the Lock icon with triangle badge will display.

As part of this enhancement, we added the following standard report templates:

• Frozen Form Summary (v2)
• Locked Form Summary (v2)
• Frozen Event Summary
• Locked Event Summary
• Frozen Casebook Summary
• Locked Casebook Summary

Because Freeze and Lock statuses are no longer propagated, we’ve added the following fields to the Form Operational Summary, Event Operational Summary, and Casebook Operational Summary to support reporting on frozen and locked statuses without aggregating data:

• Form Operational Summary:
  • Form Frozen: This field is set to true (Yes) when the form and all items within the form are frozen.
  • Form Frozen Date: The date and time Form Frozen was set to true.
  • Form Locked: this is set to true (Yes) when the form is locked.
  • Form Locked Date: The date and time Form Locked was set to true.
• Event Operational Summary:
  • Event Frozen: This field is set to true (Yes) when all forms within the Event are frozen.
  • Event Frozen Date: The date and time Event Frozen was set to true.
  • Event Locked: This field is set to true (Yes) when all forms within the event are locked.
  • Event Locked Date: The date and time Event Locked was set to true.
• Casebook Operational Summary:
  • Casebook Frozen: This field is set to true (Yes) when all events within the casebook are frozen.
  • Casebook Locked: This field is set to true (Yes) when all events within the casebook are locked.

Enablement & Configuration

This feature is not available for existing studies. It is only available for studies created after this release.

Translatable Detail & Blank PDFs

Use Case

This feature ensures that PDFs are supported in any country.

Description

With this release, all PDF strings generated by Vault are translatable and include translation support for CJK characters. PDFs included in this feature include Detail PDFs, Blank PDFs, Annotated PDFs, and Clinical Assessment PDFs.

Enablement & Configuration

This change applies automatically in all vaults.

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Vault Coder

The following are new features for the Vault Coder application, the Vault CDMS solution for clinical coding.

Coder UI Enhancements

Use Case

This feature improves the navigation between Forms and standardizes button colors.

Description

With this release, we have provided several UI enhancements that improve the user’s overall experience, including adding a breadcrumb menu to both the Coder home page and Code Request Listing page as well as an info banner on the Code Request Listing page that identifies attributes of each Coding Form. The table located on the Coder home page now has filters for Study, Form, and Dictionary and the Code + Next and Code buttons now have standard colors for primary and secondary buttons. We also added a help link to the Coding Configuration dialog.

Enablement & Configuration

This feature is automatically available for use in vaults with access to Vault Coder.

Group Mode Coding Enhancements

Use Case

When coding very large groups, users can now easily check the status of the coding or uncoding operation, as well as switch between Group mode and List mode.

Description

Vault can take a long time to code very large groups of Code Requests. With this release, Coder now displays an in progress indicator, so that users can easily see that the group is still coding. Meanwhile, users can continue to code other groups or switch back to List mode. If a user chooses to recode a group for which coding is still in progress, they must wait until coding is complete before recoding.

Vault also displays an in progress indicator when switching from List mode to Group mode, as this process may take a long time if there is a very large number of Code Requests for the current Form.

Enablement & Configuration

This change applies automatically in any vaults that contain the Vault Coder application.

Nudge User to Chrome™ Browser in Coder

Description

When a user who isn’t using Google Chrome™ accesses Coder, Vault now displays a notification prompting them to switch to Chrome™. Vault Coder is optimized for use with Chrome™, and users will have the best possible experience with Chrome™ rather than another browser.

Enablement & Configuration

This change applies automatically, with no additional configuration required.

Reconstitute Code Requests Job Now Autocodes Any Updates

Use Case

This feature ensures that autocoding is up to date on all Code Requests.

Description

When a user runs the Reconstitute Coding Job, Vault now attempts to autocode all Code Requests that were created or updated as part of the job. The Reconstitute Code Requests job adjusts existing requests when the Verbatim, Indication, or Route values are changed for the source form’s coding configuration. As part of the job, Vault clears the assigned code of all Code Requests impacted by the configuration change. With this release, the job also attempts to autocode those Code Requests. This ensures that the new or updated code requests are up to date.

Enablement & Configuration

This change applies automatically, with no additional configuration required. Users will see this change the next time the Reconstitute Code Requests job runs.

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Reports & Dashboards

The following are new features for reports and dashboards in Vault CDMS.

Coder Reports Visible to Data Managers

Use Case

Data managers can now inspect coding progress and decisions from the Reports tab.

Description

Users with the CDMS Lead Data Manager, EDC Lead Data Manager, CDMS Data Manager, and EDC Data Manager study roles can now view Coding data in configured Reports and Dashboards.

Enablement & Configuration

This change applies automatically.

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Study Design & Configuration

Features in this area apply to Studio, the study design and configuration area for Vault EDC.

Data-driven Review Plans

Use Case

The ability to dynamically change the review requirements for a specific form instance gives users more flexibility when implementing monitoring plans. Using Rules gives access to a wide variety of checks.

Description

Study designers can now configure an Override Review Plan rule to assign an instance of a Form a specific Review Plan for SDV or DMR, based on user-entered data. For example, a study could include an Override Review Plan rule to set the Adverse Event form to require SDV for all Items when the adverse event is marked as Serious.

When an Override Review Plan rule evaluates as true, Vault assigns the override Review Plan chosen for the Rule. When the rule evaluates as false, the Form remains subject to the originally assigned Review Plan.

The SDV Re-assignment and DMR Re-assignment jobs will not remove any overrides added by a rule. For repeating Forms, Vault only applies the Review Plan override to the instance of the Form that triggered the rule.

Enablement & Configuration

This feature is only available for studies using the automatic deployment model, version 2 of the expression grammar, and rules version 2. The Override Review Plan rule action type is available automatically in qualifying studies, and a study designer can begin configuring rules with this action immediately following the release.

Learn More

• Creating a Review Plan
• Creating Rules

Date Comparison Configurator

Use Case

This feature decreases the number of rules that study designers must manually create by providing a quick and easy way to configure simple date comparison.

Description

This release introduces the Date Comparison Configurator, a new tool within Studio to easily create date and datetime comparison rules without writing a rule expression in the Rule Editor. Instead of having to write the rule expression, Studio users can access a tree view of all date and datetime items within the study. Then, they can configure comparisons between those Items and Event Dates, casebook variables, or other date/datetime Items.

Enablement & Configuration

This feature is only available in Studies created after this release.

Casebook Variables for Rules

Use Case

Casebook variables provide an easy way to reference frequently used items or event dates in expressions.

Description

Study designers may reference the same Item or Event Date many times across multiple rule expressions. To make it easier to access these objects, study designers can now assign an Item or Event Date to a certain casebook variable. Then, they can reference that casebook variable when writing rules, instead of needing to write a #define statement with the identifier. Study designers can reference casebook variables form the Rule Editor and the Comparison Configurator.

Enablement & Configuration

This feature is only available in Studies created after this release.

Copy Codelists & Units from Another Study

Use Case

This enhancement saves study designers time and allows them to easily reuse Codelists and Units from a template Study.

Description

With this release, study designers can now copy Codelists and Units from other Studies to reuse in their current Study. A study designer can click Copy From Study in Studio > Codelists or Studio > Units and select which codelists or units to copy.

Enablement & Configuration

This feature is automatically available for use in all vaults with no additional configuration required.

Learn More

• Reusing Design Definitions

Out of Range Event Date Queries

Use Case

This feature allows queries to be opened for event dates entered out of the defined date window without the creation of custom rules.

Description

With this release, study designers can configure Vault to automatically open system-generated queries when an Event Date falls outside of the configured event window, as well as when an Event Date is in the future.

The new Open Query on Out of Range Event Dates setting in Studio > Settings controls the study-level default for out of window query creation. By default, each Event Definition inherits the selection. Study designers can then select Yes or No for out of window query creation on individual events.

This feature also introduces the new Future Date property on Event Definitions. When Future Date is selected on an Event, Vault creates a system query any time a user enters an Event Date that is in the future (later than the date at data entry).

Enablement & Configuration

This feature is only available for studies created after the 20R2 release. This feature is automatically enabled in those studies. Study designers can configure individual events within the Event Window section of the Properties panel.

Learn More

• Building a Study Schedule

Copying a Form also Copies Coding Configuration

Description

With this release, copying a Form now also copies any coding configuration for that form. Prior to this release, coding configuration was not carried over during the copy operation.

Enablement & Configuration

This change applies automatically in all vaults containing the Vault Coder application. Study designers will see the copied coding configuration the next time they copy a Form configured for coding.

Future Date Queries on Event Dates

Use Case

This feature removes the need to write rules to check if an Event Date entered is in the future.

Description

With this release, study designers can configure Vault to automatically open system-generated queries when an Event Date is in the future.

This new Future Date property on Event Definitions. When Future Date is selected on an Event, Vault creates a system query any time a user enters an Event Date that is in the future (later than the date at data entry).

Enablement & Configuration

This feature is available for all studies.

Learn More

• Building a Study Schedule

Cascade Delete for Forms

Use Case

This enhancement eases the deletion of unused design components in Studio and prevents orphaned records.

Description

When a study designer deletes a Form Definition in Studio, they can now choose to also delete all child records of that form (Item Groups, Items, Codelists, and Units, as well as the layout relationships from the study schedule) by selecting the Include all related objects checkbox. The Delete dialog displays all child records, as well as other related records, such as Assessments and Review Plans below the See related records link. Any records that the user can’t delete (records that are in use elsewhere in the study) still display but in a lighter color.

Note that the dialog doesn’t display which Events use the Form.

Enablement & Configuration

This feature is available automatically in all vaults, with no additional configuration required. Study designers will see this new option the next time they delete a form.

Learn More

• Designing Forms

Template Vaults

Use Case

This feature allows for more flexible standards management and reduces dependency on the manual export and import process. This allows study designers to be more efficient when creating new studies.

Description

Customers can request a separate vault or set of vaults to use as a “template”. In the library vault, an organization can create and manage a set of standards for study design. Then, study designers can copy from these standards when designing their own studies, without having to copy from a vault that is a part of their standard set of environments (development, UAT, training, and production).

Enablement & Configuration

To use this feature, customers must have a vault to use as a template and have that vault connected to their other vaults by Veeva Services.

Relaxed Study Update Restrictions

Use Case

This feature provides greater flexibility in study design.

Description

This release relaxes certain study update restrictions to increase usability of the system and support greater flexibility in study amendments. Included in these changes are:

• Allowing edits to defaulted item groups: a retroactive amendment will not create or remove any already created repeating item group’s data but the newly structured defaults would be created on a form reset
• Adding a delete button to the Default Data modal to allow users to remove defaults
• Allowing events and forms to move from non-dynamic to dynamic
• Allowing Event Groups, Forms, and Item Groups to move from non-repeating to repeating

Enablement & Configuration

This change applies automatically in all vaults.

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Study Administration

Features in this section apply to EDC Tools, a study-level administration area for Vault EDC.

Study Closeout PDFs

Use Case

Customers no longer need to rely on external systems to send and track Closeout PDFs for acceptance at the end of a study.

Description

With this release, lead data managers can generate Closeout PDFs at the end of a study from EDC Tools and make them available to sites in the Data Entry tab. Clinical research coordinators and principal investigators can download the PDFs to review and retain then either reject or accept using a customizable Study Closeout signature definition. Automated and manual email reminders can be sent to remind sites to take action.

This feature added four (4) new permissions:

• Assigned to the CDMS Lead Data Manager study role:
  • Generate Closeout PDF: Controls the ability to generate the closeout PDF for a locked Site
  • Notify Sites of Closeout PDF: Controls the ability to set reminders and send a notification to a Site that the closeout PDF is ready for review
• Assigned to the CDMS Principal Investigator and CDMS Clinical Research Coordinator study roles:
  • Review Closeout PDF: Controls the ability to download the closeout PDF for a Site from the Data Entry tab
  • Accept Closeout PDF: Controls the ability to accept or reject Closeout PDFs

To support this feature, we added the new report, Standard Template: Study Closeout Status to track the current status of each Site in a Study.

As part of this enhancement, we added the ability to lock multiple Sites at a time from EDC Tools > Sites.

Enablement & Configuration

This feature is automatically available in all vaults where Role by Study is enabled.

Learn More

• Managing Sites
• Reviewing Site Closeout PDFs

Data and Definition Export

Use Case

Users will be able to map objects with the use of External ID and SDTM Name. If the user has restricted data access, they can include restricted data in the Zip file and know what definitions and data are restricted.

Description

With this release, we are including External ID and SDTM Name for all definitions, so that users can map to the correct objects. Also, end users that have permissions for restricted data access can configure the export to include or not include restricted data. If the export includes restricted data, then it will tag which definitions and data are restricted. Lastly, the JReview® Listing Job has been renamed to Data and Definition Export and the CDMS JReview study role has been renamed to CDMS Data and Definition Export.

Enablement & Configuration

This change applies automatically in all vaults.

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Deployments

Features in this section are enhancements to deployment functionality in Vault CDMS.

New System Tools Area & Enhancements to Vault-level Deployments

Use Case

This enhancement provides an easy and automated way to deploy vault-level configurations between customer vaults. The ability to whitelist objects and manage custom Change Reasons also increases the independence of customer users.

Description

With this release, we renamed the Vault Tools area as System Tools. We moved the Role Management and External Connections management areas into System Tools, removing the Tools > Role Management and Tools > Vault Tools tabs. Deployment administrators can manage the deployment of custom object configuration, custom Study Roles, custom Change Reasons, Reports, and Dashboards from System Tools > Deployments. (Deployment administrators can continue to deploy these components during study deployments in EDC Tools.)

In System Tools, users who can create custom Change Reasons and Deployment Whitelists for custom objects. These actions were previously only available in Admin > Business Admin.

Enablement & Configuration

This feature is automatically available in vaults where Role by Study and Automatic Deployments are enabled.

Vault Difference Report

Use Case

By comparing vaults, users can more easily identify changes that a deployment will apply.

Description

Users can run a report to show the differences between two vaults.The report includes any changes to configuration of custom Study Roles, custom vault objects, custom Change Reasons, Reports, Dashboards, and User Managed Groups. This report is available from Tools > System Tools > Deployment.

Enablement & Configuration

This feature is automatically available in vaults where Role by Study and Automatic Deployments are enabled.

Learn More

• Comparing Vaults

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Clinical DataBase (CDB)

The following are new features for the CDB application, the Vault CDMS solution for data cleaning and reporting.

View & Edit Export Definitions

Use Case

All users can now view the details of existing Export Definitions, making it easier to ensure that they’re downloading the data that they want. Export definition authors can now save time by editing existing definitions instead of creating a new one for each change they want to apply.

Description

Workbench users can now open an Export Definition to view its properties and access the associated export listings. The author of the Export Definition has the added ability to modify the properties, modify the included listings, and edit the CQL statement of each export listing. To download an export package based on a modified Export Definition, the user must generate a new package once the modifications are complete and then download that package.

A user can also copy an existing Export Definition by using Save As from within the export definition or an export listing.

Enablement & Configuration

This feature is available automatically. Users may view and edit existing Export Definitions immediately following the release.

New Functions for CQL

Description

Clinical Query Language (CQL) now supports the Pivot() and UnPivot() functions.

Enablement & Configuration

This change applies automatically in all vaults. Data managers can begin using these functions immediately following the release.

View & Edit Listing Properties

Use Case

A user can easily publish a draft listing for public use by changing the Listing Access property from Private to Public.

Description

With this release, users can now view the properties of an existing listing. The author of a listing can now also edit the listing’s Title and Description, as well as switch between public and private.

Enablement & Configuration

The ability to view and edit a listing’s properties is available automatically with this release.

Listing Cell Highlighting

Use Case

When reviewing data in a listing, users can quickly scan the listing and get key insights without having to modify the listing.

Description

With this release, Workbench now highlights listing cells for the following cases:

• An Item or Form is marked as Intentionally Left Blank
• An Event is Overdue (if the Event Date is empty and the Event Overdue Date is earlier than the current date)
• An Event is marked as Did Not Occur

Enablement & Configuration

This feature is available automatically, with no additional configuration required

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Role Management & Security

Features in this section are enhancements to the System Tools > Role Management and System Tools > Users areas, as well as changes to standard Study Roles, security, and access control in Vault CDMS.

Study Role Enhancements

Description

With this release, we made the following functional enhancements to Study Roles:

• The Manage Review Plan permission now allows the role to execute jobs, so that users no longer require the Manage Jobs permission.
• Any role that has the Edit Form Linking permission is now automatically assigned the View Form Linking permission.
• If a user is granted a Study Role that has the Assign Code, Design Study, Manage Sites, or Manage Review Plan Assignment permissions, that user is automatically granted access to all Sites in the Study.
• The CDMS Data Manager and CDMS Lead Data Manager roles now have access to the CDB application (formerly known as Vault Data Workbench) by default in vaults that contain the CDB application. Contact your Veeva Services representative for details about Vault CDB.
• The CDMS User Administrator standard role now has the Manage Study Sites and Manage Study Countries permissions.
• The CDMS Study Designer standard role now has the following permissions:
  • Manage Review Plan Assignment
  • View Form Linking
  • Edit Form Linking
  • View Study Design
  • Manage Email Group Assignment

Enablement & Configuration

These changes apply automatically in vaults where Role by Study is enabled.

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Feature Enablement Summary

Feature Name	Enablement	Application
CDMS
Restricted Data	By Study Build * Only in studies created after the 20R2 release	All
Data Entry
Change Reasons for Event Reset	Auto-on	EDC
Updates to Subject Deletion	Auto-on	EDC
Changed Handling of Dynamic Form Removal	Auto-on * Only in studies created after the 20R2 release	EDC
Removed Signature Propagation	Auto-on * In studies created after 20R2	EDC
Data Review
Removed Review Functions from Data Entry	Auto-on	EDC
Enhanced SDV/DMR Review Plans	By Study Build * Only in studies created after the 20R2 release	EDC
Improved Review Navigation	Auto-on	EDC
Removed Frozen & Locked Status Propagation	Auto-on * In studies created after 20R2	EDC
Translatable Detail & Blank PDFs	Auto-on	EDC
Vault Coder
Coder UI Enhancements	Auto-on	EDC, Coder
Group Mode Coding Enhancements	Auto-on	Coder
Nudge User to Chrome™ Browser in Coder	Auto-on	Coder
Reconstitute Code Requests Job Now Autocodes Any Updates	Auto-on	EDC, Coder
Reports & Dashboards
Coder Reports Visible to Data Managers	Auto-on	EDC, Coder
Study Design & Configuration
Data-driven Review Plans	By Study Build * In studies using the automatic deployment model, version 2 of the expression grammar, and rules version 2	EDC
Date Comparison Configurator	By Study Build * In studies created after 20R2	EDC
Casebook Variables for Rules	By Study Build * In studies created after 20R2	EDC
Copy Codelists & Units from Another Study	Auto-on	EDC
Out of Range Event Date Queries	By Study Build * In studies created after 20R2	EDC
Copying a Form also Copies Coding Configuration	Auto-on	EDC, Coder
Future Date Queries on Event Dates	By Study Build	All
Cascade Delete for Forms	Auto-on	EDC
Template Vaults	Support	All
Relaxed Study Update Restrictions	Auto-on	EDC
Study Administration
Study Closeout PDFs	By Study Build	EDC
Data and Definition Export	Auto-on	EDC
Role Management & Security
Study Role Enhancements	Auto-on	All
Deployments
New System Tools Area & Enhancements to Vault-level Deployments	Auto-on * In vaults where Role by Study and Automatic Deployments are enabled	EDC
Vault Difference Report	Auto-on * In vaults where Role by Study and Automatic Deployments are enabled	All
Vault Data Workbench
Limited Availability: In the current release, the Data Workbench application is only available to early adopter customers. Contact your Veeva Services representative for details.
View & Edit Export Definitions	Auto-on	CDB
New Functions for CQL	Auto-on	CDB
View & Edit Listing Properties	Auto-on	CDB
Listing Cell Highlighting	Auto-on	CDB

Enablement Legend