Veeva Vault Tabs and Functions

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5 Questions

True or false: The Ellipses allows users to edit items on the page displayed.

False

True or false: The Home tab is used to access tasks, notifications, and active workflows.

True

True or false: The TMF Viewer accesses a tool for uploading documents to the TMF in Vault.

False

True or false: The Planning Tab allows quick access to planning elements such as Milestones and Clinical Tasks.

True

True or false: The Risk Management tab allows for viewing and configuring Risk Management items across studies.

False

Study Notes

  • The Ellipses (aka 'all actions button') displays available actions that can be performed on an object and\or document.
  • The pencil icon (which can be controlled by permissions) allows users to edit items (objects, documents, document data, etc) in the page being displayed.
  • The Home tab is the area that Vault typically loads when a user logs in, also called “Vault Home.” From here, users access their assigned tasks, notifications, and active workflows.
  • TMF Homepage provides dashboards to reflect the current state and\or 'health' and readiness of the TMF for a particular trial at the study\country\sites level.
  • TMF Viewer accesses a tool for searching\filtering on documents for a study\country\site that have been uploaded to the TMF in Vault.
  • The Library tab is a tab within the Veeva Vault Clinical Application navigation panel that takes the user to the document library. Library Tab allows viewing, editing, uploading, etc. of documents into the eTMF.
  • The Planning Tab allows quick access planning elements for studies\countries\sites such as Expected Documents, Milestones, and Clinical Tasks.
  • The Risk Management (was de-scoped for this implementation but may be included in the future) allows for viewing\configuring the Risk Management items across studies.
  • Study Management tab provides links to commonly used tools by Study Managers, such as a Study Management Homepage (dashboards for tracking study progress), quick link to the studies page, Milestone and Enrollment Metric tracking, and quick link to the Clinical Tasks page (cross-study).
  • Site Monitoring tab provides links to commonly used features associated with Monitoring of sites\vendors such as a CRA Homepage (dashboard\links to common features used by CRA's), quick link to studies, quick link to all monitoring events \ monitoring follow-up items \ clinical task \ and Site SAE tracking records.
  • Central Monitoring tab provides links to the Central Monitoring Event page (where to create\manage Central Monitoring Events aka Oversite visits as well as creating\managing Site Evaluations that are a part of the Oversite planning.
  • Reports tab - access to create\manage reports for studies.
  • The Vault OOTB report and dashboard area provides quick access to report and dashboard creation, management, and customization.
  • The Issue Management tab provides quick access to create, manage, and view clinical issues.
  • Additional tabs (available via the double-down arrow on the tab bar) include: Study personnel & Communication, Global Directory, Trip Report Template Admin, and Admin setup.
  • The Admin setup tab provides quick access to commonly used pages that are routinely accessed by administrators.

Test your knowledge of Veeva Vault tabs and their functions with this quiz. From accessing the Library Tab to managing clinical issues, this quiz covers various aspects of Veeva Vault functionalities.

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