Navigation for Study Administrators

Vault EDC includes a study administration tool within Tools > EDC Tools. You can perform study administration tasks from the EDC Tools area, such as scheduling recurring jobs or controlling user access. Performing tasks and viewing data in a single location saves you time. Tasks in this area apply at the study- and site-level, instead of at the casebook-level or lower, such as those tasks in the Actions menu or task bar.

Accessing EDC Tools

To access the EDC Tools administration area, click the Tools tab in the primary navigation bar, and then click EDC Tools.

Access EDC Tools from the Tools Tab

Once you open EDC Tools, Vault displays a list of automated deployment Studies. You can use the Automatic and Manual radio buttons to switch between these listings. Select Manual to access your manual deployment Studies. The screenshot below is an example of version 1.

Select Automatic or Manual

For manual deployment Studies, click on the Study to open EDC Tools for that Study. For automatic deployment Studies, click on the Study to open the Deployments page. From here, you can click on an Environment to open EDC Tools for that study environment.

Once you’ve entered the EDC Tools area, select your Study if you have access to more than one Study. To return to the study list, click Back to Study Listing.

Study Listing

Once you’ve opened EDC Tools, Vault displays a list of all Studies that you have permission to view. You can click into a Study to access the administrative tools for that Study.

From here, you can also:

  • Lock or unlock a Study (see details here)
  • Delete study execution data in development or UAT vaults (see details here)

EDC Tools Tabs

The EDC Tools area is divided into tabs based on which task you’re performing. Your assigned Study Role controls the actions you can perform, so you may not have every tab available.

Casebook Versions

In the Casebook Versions tab, you can manage your casebook versions site-by-site:

  • View a list of all active Casebook Definition versions within your Study (All Versions)

All Versions in EDC Tools > Casebook Versions

  • View a summary of which casebook versions your sites are using, initiate amendments, and transfer subjects (Active Versions by Site subtab)

Active Versions by Site in EDC Tools > Casebook Versions

  • View a list of all previous amendments in your Study (Amendment History)

Amendment History in EDC Tools > Casebook Versions

Rules

You can view the data validation rules in your study from the Rules tab. During study build, study designers create rules to open queries, send notifications, dynamically add components to the schedule, and more. The Rules tab has two subtabs:

  • Run Rules: View details about each rule, activate or inactivate individual rules, and run rules.

Run Rules subtab

  • Error Console: View any errors that occurred during the execution of query rules.

Error Console subtab

Learn more in Managing Rules.

Jobs

You can view a job history for that study from the Jobs tab. From the Jobs tab, you can also add and schedule jobs for Vault to initiate. See Managing Jobs in EDC Tools for details.

Jobs in EDC Tools

Email Group Assignment

In the Email Group Assignment tab, you can assign users to Email Groups for Send Email rules. Note that this tab is only available if your organization is using Role by Study and the automated deployment model. See Assigning Users to Email Groups for details.

Sites

From the Sites tab, you can view a list of all Study Sites within your Study. You can create new sites, view details and an audit trail for each of your existing sites, as well as lock and unlock individual sites. See Managing Sites in EDC Tools for details.

Sites in EDC Tools

Study Countries

From the Study Countries tab, you can view a list of all Study Countries within your Study. You can also create and delete new Study Countries. See Managing Study Countries in EDC Tools for details.

Study Countries in EDC Tools

FTPs

From the FTPs tab, you can create and manage FTP Connections to export data to. See Connecting to an FTP Server from EDC Tools for details.

FTPs in EDC Tools

Review Plan Assignment

From EDC Tools > Review Plan Assignment, you can assign Review Plans to individual Sites in your Study. You can also define how Vault applies those assignments to your Sites and whether site personnel can override the assignment. See Assigning Review Plans to Sites for details.

Review Plan Assignments in EDC Tools

Assessments

In the Assessments tab, you can assign Study Roles to Assessment Definitions. This determines which roles can view and perform clinical review assessments in your Study. Note that this tab is only available if Role by Study is enabled in your vault. Learn more in Assessments Administration.

Assessments in EDC Tools

Learning Systems

In the Learning Systems tab, you can assign training curricula from Veeva Learning to Study Roles. Users must complete their assigned training before they can access the study. Note that this tab is only available in Studies where the Veeva Learning Integration_ _is enabled. Learn more in Using the Veeva Learning Integration.

Learning Systems in EDC Tools

Users with the standard CDMS Lead Data Manager application role and a Security Profile that grants access to the EDC Tools can perform the actions described above by default. Only users with the Vault Owner security profile or the CDMS User Administrator application role and User Administration security profiles can use EDC Tools > Users. 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
Functional Permission Manage Amendments

Ability to initiate subject transfers, retrospective amendments, and prospective casebook amendments, from EDC Tools

Functional Permission Manage FTP

Ability to create and edit FTP Connections in EDC Tools

Functional Permission Manage Jobs

Ability to create, edit, and delete scheduled jobs

Functional Permission Manage Study Countries

Ability to create and edit Study Countries in EDC Tools

Functional Permission Manage Study Lock

Ability to lock and unlock Studies and Sites from EDC Tools

Functional Permission
Functional Permission
Functional Permission Manage Learning

Ability to assign learning system Curriculums to Study Roles from EDC Tools

Functional Permission
Functional Permission Manage Email Group Assignment

Ability to assign users to an Email Group from EDC Tools > Email Group Assignment

If your Study contains restricted data, you must have the Restricted Data Access permission to view it.

Learn more about Study Roles.