About System Tools
You can perform various vault-level configurations from System Tools, as well as deploy those configurations to other vaults.
These configurations include:
- Creating custom Study Roles to control user access
- Creating custom Change Reasons
- Adding custom objects to the Deployment Whitelist, allowing you to include them in a deployment (Vault Owners only)
- Adding an external Connection to use the Veeva Learning integration with your vault (Vault Owners only)
Accessing System Tools
To access the System Tools area, click the Tools tab in the top navigation bar, and then click System Tools.
By default, System Tools opens to the Role Management area. You can select from the Navigation Panel to visit other System Tools areas. Learn more about each of these below.
Vault CDMS offers a security model allowing users to have different roles in different studies. For your convenience, several standard Study Roles are available by default. You can also create customized Study Roles to fit your organization’s exact needs from the Role Management area of System Tools. Once you create custom Study Roles, a user administrator can assign them to users when adding them to your study.
Learn more in Managing CDMS Study Roles.
You can create custom Change Reasons for users to select when marking an event as did not occur, a form as intentionally left blank, deleting a subject, and editing a form or event date.
Learn more in Configuring Reasons for Change.
You can add custom vault objects to the Deployment Whitelist for your vault, allowing your to include that configuration in deployments.
Learn more in Managing Custom Objects in the Deployment Whitelist.
You (a Vault Owner) can view a list of all Connections within your vault, as well as create a new External Connection for use with the Veeva Learning integration.
Learn more in Managing External Connections.
You can deploy vault-level configuration from your development or sandbox vault to UAT and production, including custom Study Roles, Change Reasons, custom object configuration, reports, and dashboards.
Note that you can’t deploy your study design from this area. You must perform study-level deployments from EDC Tools.
Learn more in Deploying Vault Configuration from System Tools.