Slide 1: 22R3 Customer Webinar: Studio, Admin, Coder
22R3 Customer Webinar Studio, Admin, Coder Nov 3, 2022
Slide 2: CDMS Product Managers
CDMS Product Managers Dennis Eric Haas Natalie Kochanski Moore Sr. Product Product Manager Manager Product Mo Manager Studio, Library, Admin, Retrospective Al-Adeeb User Mgmt Rules Amendments Lindsay Chan Sr. Product Manager Technical Product Coder, E2B Link Manager Extracts Copyright © Veeva System
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: 22R3 Release Calendar
22R3 Release Calendar Sun Mon Tue Wed Thu Fri Sat 30 31 01 02 03 04 05 22R3 Release Webinar 22R3 Pre-Release 9 AM PT - All Customers Upgrade 10 AM PT - Studio, NOV Admin, Coder 06 07 08 09 10 11 12 Validation Docs 13 14 15 16 17 18 19 20 21 22 23 24 25 36 27 28 29 30 01 02 03 22R3 General Release DE
Slide 5: 22R3 Release Dates
22R3 Release Dates NOV NOV DEC 4 7 02 Available Pre – Release Validation Docs 22R3 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 22R3 • Business e
Slide 6: 22R3 Feature Summary
22R3 Feature Summary Sites Study Designer Admin Coding ● Bulk Signature ● Library Keys in the SDS ● Job Enhancements ● Coder UI Optimization ● Sign with Open Queries ● Library Report as CSV ● Rule Execution Enhancements ● Batch Upversioning Failure ● Data Entry Schedule ● Multi-language Support ● Us
Slide 7: Study Designers / Coders / Admin / APIs
Study Designers / Coders / Admin / APIs
Slide 8: Studio
V Studio
Slide 9: Library Keys in the SDS
Day 1 Impact to Library Keys in the SDS Clinical Teams No • Overview − This feature add options to the SDS to include system and library information for reference and traceability. − Keys adds system keys for troubleshooting and reference − Origin provides information about lineage of a definition V
Slide 10: Library Report as a CSV
Day 1 Impact to Library Report as a CSV Clinical Teams No • Overview − Provides users the ability to export the Library Report as a format other than Excel − Due to the volume of records exported in this file, some vaults may exceed the excel limits of one million records − This will be accompanied
Slide 11: Multi-Language Support
Day 1 Impact to Multi-Language Support Clinical Teams No • Overview − This feature allows users to export and import translations specific to that study and study version − Files are tab delimited but saved as CSV − Includes all of the study labels but does not include vault level labels (like custo
Slide 12: Retrospective Amendment Changes
Day 1 Impact to Retrospective Amendment Changes Clinical Teams No • Overview − In this version a number of Retrospective Amendment changes have been made • Event selection for retro is now locked to the first event in the schedule • Additional warnings on versioned definitions in studio are displaye
Slide 13: Rules
V Rules
Slide 14: Cross Form Derivations
Day 1 Impact to Cross Form Derivations Clinical Teams No • Overview − New component type called Derived items, considered “display items” − Always up to date, regardless of the status of the form − Carry forward values or calculate a value based on other forms − Can be visible or not visible in both
Slide 15: Previous Value Rules
Day 1 Impact to Previous Value Rules Clinical Teams No • Overview − Ability to reference the previous Event or Form in a casebook in Query rules − @PreviousEvent variable, used with @Form − Events are sorted by Event Date − @PreviousEvent rules are post-save, and are triggered when any Event is ente
Slide 16: Form Linking Rule Enhancements
Day 1 Impact to Form Linking Rule Enhancements Clinical Teams No • Overview − Rules with link identifiers “/” can now also include identifiers outside the context of the main form or linked form − Rules that reference outside identifiers are executed post-save Visibility • Use case Study Designers,
Slide 17: Email Rule Enhancements
Day 1 Impact to Email Rule Enhancements Clinical Teams Yes • Overview − Send Email Rules that include codelist values in the email subject or body now include the codelist label in addition to the coded value Visibility • Use case Email Group Recipients − Readability for email recipients Configurati
Slide 18: Admin
V Admin
Slide 19: Job Enhancements
Day 1 Impact to Job Enhancements Clinical Teams No • Overview − This release provides users insight into the status of Jobs, by introducing a new status, Queued, and providing metrics on the completion of In Progress Jobs. • Queued indicates a Job has been triggered but has not begun processing • In
Slide 20: Rule Execution Enhancements
Day 1 Impact to Rule Execution Enhancements Clinical Teams No • Overview − Eliminated the 500 casebook restriction during rule execution − Double the limit on Rule selection during rule execution to 100 • Use case Visibility LDM − Enhancing the user experience when running rules Jobs by removing or
Slide 21: User Import Warnings
Day 1 Impact to User Import Warnings Clinical Teams No • Overview − When importing a batch of users, the Import Preview now displays a warning if there are changes present to an existing user's profile details: • Language • Locale Visibility • Time Zone User • Security Policy Administrators • Use ca
Slide 22: Vault Deployment Diff Report - Support for MRS
Day 1 Impact to Vault Deployment Diff Report - Support for MRS Clinical Teams No • Overview − The Vault Diff/Comparison Report's User Defined Roles section now: • Lists all custom role differences between Vaults (for whitelisted roles) • Displays standard and user-defined permission set differences
Slide 23: Vault Deployment Diff Report - Support for MRS
Day 1 Impact to Vault Deployment Diff Report - Support for MRS Clinical Teams No Visibility Deployment Admin User Admin Configuration N/A Dependencies N/A Copyright © Veeva Systems 2022 23
Slide 24: General Enhancements
Day 1 Impact to General Enhancements Clinical Teams No • Overview − PI field no longer required when creating a Site (UI and Import) − Tooltip in User Management to clarify “Add as PI” option − Site lock status displayed in Review Plan Assignment − Use multi-select across “Active Versions by Site” p
Slide 25: General Enhancements
Day 1 Impact to General Enhancements Clinical Teams No Visibility User Admin LDM Librarian Study Designer Configuration N/A Dependencies N/A Copyright © Veeva Systems 2022 25
Slide 26: Extracts
V Extracts
Slide 27: Study Data Extracts Study Design Information
Day 1 Impact to Study Data Extracts Study Design Information Clinical Teams • Overview NO − In the 22R3 version of the SDE, users have the option to include Study Design CSV files in their extract. − These files will live in a new folder called definitions and include the following: • export_options
Slide 28: Study Data Extracts Length Standardization
Day 1 Impact to Study Data Extracts Length Standardization Clinical Teams NO • Overview − In the 22R3 version of the SDE, the Length and SAS Length of text columns are driven from Vault object lengths and from the Studio UI limitations. • For example, the STUDYID column comes from the Study Name fie
Slide 29: Study Data Extracts Enhancements
Day 1 Impact to Study Data Extracts Enhancements Clinical Teams NO • Overview − In the 22R3 version of the SDE, the following enhancements have been made: • The SYS_PD dataset now includes the Labels for the Category, Subcategory, and Severity. It also includes the Form Sequence, Form Internal Vault
Slide 30: Coder
V Coder
Slide 31: Coder UI Optimizations
Day 1 Impact to Coder UI Optimizations Clinical Teams Yes • Overview We have optimized white space allowing Coders to see all the rich data without the need to scroll on the page to see it. ● Collapsible Properties Panel: users can collapse and expand the Properties Panel as necessary while Visibili
Slide 32: Batch Upversioning Failure Tolerance
Day 1 Impact to Batch Upversioning Failure Tolerance Clinical Teams Yes • Overview During Batch Upversioning while Forms and Synonym Lists are not expected to fail upversioning, in the worst circumstance if any do then Coders and Coder Admins can easily identify which Forms and Synonym Lists failed
Slide 33: Code Forms that Need Synonym Lists
Day 1 Impact to Code Forms that Need Synonym Lists Clinical Teams Yes • Overview If a Form does not have an assigned Synonym List then the Coder may continue to code the Form until one is assigned. Forms with the Needs Synonym List status will not Autocode or have Suggestions off of the Synonym List
Slide 34: E2BLink
V E2BLink
Slide 35: Email Notifications on Failures
Day 1 Impact to Email Notifications on Failures Clinical Teams Yes • Overview E2BLink captures up to five email addresses to send email notifications when the Transmission fails via the Safety to CDMS Connector or via the AS2 Gateway to a third party Safety System. It can fails for several reasons:
Slide 36: Deployments & Validations
Day 1 Impact to Deployments & Validations Clinical Teams Yes • Overview E2BLink’s Safety Configurations now must be configured on a DEV Study Instance and then deployed using Studio Deployments to downstream Study Instances such as UAT and PROD. Visibility Now that the DEV environment is the only en
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