Slide 1: 22R2 Customer Webinar Studio, Admin, Coder
22R2 Customer Webinar Studio, Admin, Coder July 7, 2022
Slide 2: CDMS Product Managers
CDMS Product Managers Dennis Mohammed Sharon Eric Kochanski Al-Adeeb Lin Emerton Sr. Product Sr. Principal Product Principal Manager Sr. Product Manager Product Manager Studio, Library Manager Coder, Safety Local Labs, Natalie Eric Haas Link Randomizatio APIs Lindsay n Moore Chan Product Product Man
Slide 3: Veeva Vault Release Schedule
Veeva Vault Release Schedule 22R3 Jan Dec Feb Nov Mar 2022 Apr Oct CDMS 22R1 Product Sep Release May Aug Jun Jul 22R2 Copyright © Veeva Systems 2022 3
Slide 4: 22R2 Release Calendar
22R2 Release Calendar Sun Mon Tue Wed Thu Fri Sat 04 05 06 07 08 09 22R2 Release Webinar 22R2 Pre-Release JUL 9 AM PT - All Customers 10 AM PT - Studio, Upgrade Admin, Coder 10 11 12 13 14 15 16 Validation Docs 17 18 19 20 21 22 23 24 25 26 27 28 29 30 01 02 03 04 05 23 AUG 22R2 General Release Upgr
Slide 5: 22R2 Release Dates
22R2 Release Dates JUL JUL AUG 08 11 05 Available Pre – Release Validation Docs 22R2 Release Resources • Clone of UAT • Located in VeevaDocs • All Customers Vaults https://cdmshelp.veeva. • Special Request for DEV com/lr/rn/general-releas • Users • Validation Project Plan upgraded to 22R2 • Business
Slide 6: 22R2 Feature Summary
22R2 Feature Summary Sites Study Designer Admin Coding ● Data Entry updates ● Property Panel Enhancements ● Copy Study Data ● Dictionary Search Result ● Audit Trail Enhancements ● Object Usage Report ● EDC Tools Study Settings Enhancement ● Assessment Enhancements ● Codelist Max Length ● Study Role
Slide 7: Studio
V Studio
Slide 8: Property Panel Updates
Day 1 Impact to Property Panel Updates Clinical Teams No • Overview − Updated the property panels to adopt a style similar to vault documents − Moved the actions from a property panel section − Removed Mandatory from Event and Form Visibility Study • Use case designers, Librarians Primarily this is
Slide 9: Codelist Length
Day 1 Impact to Codelist Length Clinical Teams No • Overview − Added the ability to set the length for Codelist Items − Added validations if they are not the correct length for the Longest coded value in the codelist Visibility • Can turn off the Warning with a study setting (not in the UI) Study de
Slide 10: Object Usage
Day 1 Impact to Object Usage Clinical Teams No • Overview − Users can now view all places a definition is used or what definitions belong to that definition − Accessible through the definition actions Visibility − Available for Event Group, Event, Form, Item Group, Item, Codelist, Unit Study designe
Slide 11: Rules
V Rules
Slide 12: Rule Enhancements
Day 1 Impact to Rule Enhancements Clinical Teams No • Overview − Fixed an issue where Event Groups were being deleted upon Event reset in a very particular use case • This does not impact the behavior of existing rules and just prevents casebooks from getting Visibility into an invalid state (missin
Slide 13: Admin
V Admin
Slide 14: Copy Study Data from Production
Day 1 Impact to Copy Study Data from Production Clinical Teams No ● Overview ● In EDC Tools, deployment administrators can now create a new environment type named "Post Production Test" (PPT). ● A user with the new Copy Study Data to PPT permission in Production can then copy a select Visibility num
Slide 15: Copy Study Data from Production
Day 1 Copy Study Data from Production Impact to Clinical Teams Post Production Test Environment No Visibility Deployment Admin, Lead Data Manager, Super User, Vault Owner Configuration N/A Dependencies Data Model 2 Copyright © Veeva Systems 2022 15
Slide 16: Copy Study Data from Production
Day 1 Copy Study Data from Production Impact to Clinical Teams Deployment to PPT No Visibility Deployment Admin, Lead Data Manager, Super User, Vault Owner Configuration N/A Dependencies Data Model 2 Copyright © Veeva Systems 2022 16
Slide 17: Copy Study Data from Production
Day 1 Copy Study Data from Production Impact to Clinical Teams Authentication and Casebook Selection No Visibility Deployment Admin, Lead Data Manager, Super User, Vault Owner Configuration N/A Dependencies Data Model 2 Copyright © Veeva Systems 2022 17
Slide 18: My Training Tab
Day 1 Impact to My Training Tab Clinical Teams Yes ● Overview ● My Training is a new main navigation tab that provides applicable users a convenient and straightforward mechanism to manage their training requirements and study access. From the My Training tab, users can: Visibility All ○ Quickly det
Slide 19: My Training Tab
Day 1 Impact to My Training Tab Clinical Teams Yes Visibility All Configuration LMS Enabled > Curricula Mapped to Role > Study Role assigned Dependencies LMS Integration Copyright © Veeva Systems 2022 19
Slide 20: EDC Tools New Navigation Pattern
Day 1 Impact to EDC Tools New Navigation Pattern Clinical Teams Yes ● Overview ● With this release, we revamp the navigation pattern and UI of EDC Tools pages to provide an exceptional user experience. Enhancements include: Visibility ○ Moving all tabs to a left navigation panel All Tools users ○ Pr
Slide 21: EDC Tools New Navigation Pattern
Day 1 Impact to EDC Tools New Navigation Pattern Clinical Teams Yes Visibility All Tools users Configuration N/A Dependencies None Copyright © Veeva Systems 2022 21
Slide 22: EDC Tools Study Settings
Day 1 Impact to EDC Tools Study Settings Clinical Teams No ● Overview ● With this release, we added a new landing page in EDC Tools, Study Settings, where users can manage the following study-level settings: Visibility Lead Data ○ Enable Absorb Learning System Manager, ○ Include Absorb Course Detail
Slide 23: EDC Tools Study Settings
Day 1 Impact to EDC Tools Study Settings Clinical Teams No Visibility Lead Data Manager, Librarian, Study Designer, User Administrator Configuration N/A Dependencies None Copyright © Veeva Systems 2022 23
Slide 24: Study Role Enhancements
Day 1 Impact to Study Role Enhancements Clinical Teams Yes ● Overview ● With this release, we have granted the View Study Design and View Library permissions to the CDMS API Read Only and CDMS API Read Write roles. Visibility ● The Copy Study Data to PPT permission has been created and added to the
Slide 25: User Management Enhancements
Day 1 Impact to User Management Enhancements Clinical Teams Yes ● Overview ● The following fields are now available for editing in System Tools > Users: ○ Domain Admin Visibility ○ Service Availability Notifications User ○ Product Announcement Emails Administrators Domain ● These fields can also be
Slide 26: User Management Enhancements
Day 1 Impact to User Management Enhancements Clinical Teams Yes Visibility User Administrators Domain Administrators Configuration N/A Dependencies None Copyright © Veeva Systems 2022 26
Slide 27: Vault Level Deployments - Template Vaults
Day 1 Impact to Vault Level Deployments - Template Vaults Clinical Teams No ● Overview ● Vault level deployments can now deploy from UAT to a Template vault ● This includes Vault Level Objects such as: User Defined Roles, Change Reasons, User Defined Visibility Objects, Reports and Dashboards, and t
Slide 28: Extracts
V Extracts
Slide 29: Study Data Extracts Enhancements
Day 1 Impact to Study Data Extracts Enhancements Clinical Teams • Overview No In the 22R2 Version of the Study Data Extract, the following changes were made to fix incorrect data types: • The column CASEBDEF has a SAS Type of numeric in the SYS_EVT, SYS_SITE, and SYS_SUB datasets. Visibility • The c
Slide 30: Study Data Extracts Enhancements
Day 1 Impact to Study Data Extracts Enhancements Clinical Teams • Overview No In the 22R2 Version of the Study Data Extract and the Core Listings Job, the Clinical Datasets and the SYS_LINKS (SDE only) dataset have additional columns to support Item to Form Linking released in 22R1: Visibility SYS_L
Slide 31: Other Job Enhancements
Day 1 Impact to Other Job Enhancements Clinical Teams No ● The following enhancements have been made to the Job Options dialog: ○ Job Type dropdown is disabled when editing scheduled jobs ○ The Restore Defaults button is no longer available for shuttles Visibility Lead Data ○ Updated look and feel f
Slide 32: Coder
V Coder
Slide 33: Dictionary Search Results Enhancement
Day 1 Impact to Dictionary Search Results Enhancement Clinical Teams ● Overview No Coders will be able to find more relevant results when searching phrases that include single characters such as the “E” in “Vitamin E," phrases with terms that include special characters such as “+Immu” in “+Immu boos
Slide 34: Safety Link
V Safety Link
Slide 35: E.i.9 Country Where the Event Occurred
Day 1 Impact to E.i.9 Country Where the Event Occurred Clinical Teams ● Overview No The E2B ID E.i.9 ‘Identification of the Country Where the Reaction / Event Occurred’ is now mappable by Safety Link. Visibility Safety ● Use case Administrator When an SAE occurred outside of the site’s country, Safe
Slide 36: Follow Up as Label
Day 1 Impact to Follow Up as Label Clinical Teams ● Overview No With this release, all follow ups generated by Safety Link are labeled as “Follow-Up”, instead of “Amendment”. This label is used in reports. In the E2B ID C.1.11.1 “Report Nullification / Amendment”, is now null, where previously it us
Slide 37: Closing / QnA
V Closing / QnA
Slide 38: CDMS User Community
CDMS User Community ● Interactive support community of trained Studio users ○ Customers and Veeva consultants ● Peer-to-peer communication ○ Discuss and share ideas ○ Q&A ○ Rule syntax, tips ○ Announcements ○ Useful links, webinar recordings ○ Voting ○ Replies from User Community network ● Monitored
Slide 39: Dedicated demo
For a dedicated demo of any Dedicated these features, DEMO please contact your Account Executive OR Customer Success Manager Copyright Copyright©© Veeva Veeva Systems Systems 2022 2022 39
Slide 40: Thank you
V Thank you