Slide 1: 22R3 Vault Medical Release Education
22R3 Vault Medical Release Education December 2022
Slide 2: 22R3 Key Dates
22R3 Key Dates Dates Event October 31 (all PODs) Pre-release vaults available October 31 – Validation package available on VeevaDocs November 4 October 31: System Release Memo November 1: Compliance Documents November 4: Executed OQs November 16 Technical Release Education https://veeva.zoom.us/webi
Slide 3: Announcements
V Announcements
Slide 4: Veeva R&D and Quality Summit Europe, Madrid
Monday 28 November 18:00 - 20:30 Welcome Reception Tuesday 29 November 28-30 November 2022 FOUR ZONES Madrid CRM Suite 09:30 - 18:00 Opening Keynote, Zone Keynotes, Sessions, Connects, Roadmaps, and Innovation Theaters Vault PromoMats & Vault Medical 19:00 Link Evening Event OpenData Wednesday 30 No
Slide 5: Overview: Vault MedComms renamed Vault Medical
Overview • Vault MedComms has been renamed to Vault Medical in 22R3 • Vault Medical will comprise 2 applications: MedComms and MedInquiry • The two applications can be used independently of one another, or together • Users can be licensed for one or both applications Business Justification • Both ap
Slide 6: MedComms and MedInquiry
MedComms MedInquiry Content Case handling: management: Intake, Creation, management, review/approval, fulfilment distribution Copyright © Veeva Systems 2022 6
Slide 7: MedComms User and MedInquiry User
MedComms User MedInquiry User • Create content • Create cases • Participate in workflows • Search for content and assemble response packages • Consume content from Portals • Generate cover letters • Distribute content to CRM & • Fulfil inquiries by email and channels other channels Copyright © Veeva
Slide 8: Product Excellence and Customer Success
Product Customer Focus Excellence Success Copyright © Veeva Systems 2022 8
Slide 9: 30-Minute Upgrade
30-Minute Upgrade Overview • Production Vaults will be unavailable for approximately 30-minutes or less while being upgraded during a release • Within 2 to 30 minutes prior to the Vault being unavailable, active users will be notified and have time to complete their work Business Justification • Sho
Slide 10: 30-Minute Upgrade
30-Minute Upgrade • Details − Once a Vault has been upgraded, users will see a “What’s New” notification in the notifications area − An email will be sent to users subscribed to Service Availability Notifications − Sandbox Vaults will continue to be unavailable for the duration of the 4 to 6 hour ma
Slide 11: Capture and Create New Documents
Capture and Create New Documents Overview • Users can now use their phone camera to scan and create new unclassified documents via the Vault Mobile app Business Justification • Users may have paper documents that need to be scanned and uploaded into Vault • This feature replaces the existing Veeva S
Slide 12: View Notifications in Vault Mobile
View Notifications in Vault Mobile Overview • Users can now view their notifications within the Vault Mobile app Business Justification • The new Notifications mobile tab makes it easy for users to access their notifications • Users can switch between seeing all Vault notifications (mobile and Web n
Slide 13: View All Task Types in Vault Mobile
View All Task Types in Vault Mobile Overview • The app now displays all tasks, not just OneWorkflow document tasks Business Justification • Previously, only OneWorkflow document tasks were displayed since those are the only tasks which can be completed in the mobile app • To alleviate any confusion,
Slide 14: Document Content Reindex
Document Content Reindex • In preparation of upgrades to the Vault search engine, the content of all documents is being reindexed. Vault will add English stemming to document content search so that plural nouns, verb tense, and comparatives are automatically substituted − Reindexing for General Rele
Slide 15: Documents
V Documents
Slide 16: Exported Binders: Audit Trail File Naming
Exported Binders: Audit Trail File Naming Overview • Adjustment of binder audit trail file naming based to reference latest export version Business Justification • Previously, the audit trail file name for binders was based on the earliest export version. • For consistency, moving forward the audit
Slide 17: Freeze Headers & Columns in Document Grid Layout
Freeze Headers & Columns in Document Grid Layout Overview • Within the Library grid view, column Freeze n columns headers are now frozen so that column names are always visible (left of blue line) • Users can freeze columns to make horizontal scrolling easier • The horizontal scroll bar is automatic
Slide 18: Suppressing Attachment Renditions on Records
Suppressing Attachment Overview Renditions on Single/Bulk • Vault suppresses rendering the Document/Object Records viewable rendition of attachments uploaded to documents and object records via code using the Vault API and Vault Java SDK • Renditions created in this manner will be created on-demand,
Slide 19: Adding Section to Binder in Outline View Confirmation Dialog
Adding Section to Binder in Outline View Confirmation Dialog Overview • When adding a section to a binder in Outline View, users now interact with a Before 22R3 dialog to name and save the new section Business Justification • Creates consistency throughout the Vault user interface After 22R3 Copyrig
Slide 20: OCR Extended Language Support
OCR Extended Language Support • Overview − Vault is extending Optical Character Recognition (OCR) support to include files containing non- English text. This feature allows users to override the initial OCR language selection. • Supported Languages include: Chinese (Simplified), Chinese (Tradition),
Slide 21: Document Related Configuration Setting Audit Trail
Document Related Configuration Setting Audit Trail • With this enhancement, the following configuration settings for documents will have audit events that will display in the System Audit History: − Maximum characters for exported file name (including extension) − Maximum characters for exported fol
Slide 22: Objects
V Objects
Slide 23: Outbound Email Address for Persons
Outbound Email Address for Persons Overview • This feature will give apps the ability to allow their users to email from their New field on the own custom defined email addresses Person object <Single screenshot only> Business Justification • Allows customers to verify and define root domains and su
Slide 24: Outbound Email Address for Persons
Outbound Email Address for Persons • Details − Apps will be able to choose from either allowing their customers to define outbound email addresses directly on the base person record, or on a new person type − Admin can set the outbound email address in the Email field for the Person record − A syste
Slide 25: Lookup Fields for High Volume Objects
Lookup Fields for High Volume Objects Overview • High Volume Objects (HVOs) now support lookup fields which was previously only available to Standard Volume Objects (SVOs). Business Justification • Customers with SVOs with lookup fields can now migrate to High Volume Objects as lookup fields are now
Slide 26: Lookup Fields for High Volume Objects
Lookup Fields for High Volume Objects • Details − New attribute for lookup fields called ‘searchable’ will let you know if a lookup field is searchable − The following field types are supported as HVO lookup fields: • Text • Object • Number • Picklist • Date • Currency • DateTime • Long Text • Yes/N
Slide 27: Lookup Fields for High Volume Objects in Reports
Lookup Fields for High Volume Objects in Reports • Customer can report report on High Volume Object Lookup Fields similarly to what is available for Standard Volume Objects − Customers can apply conditional formatting by using the lookup fields − Can filter on all HVO lookup fields on Multipass Repo
Slide 28: Object Reference Fields in Expressions
Object Reference Fields in Expressions Overview • Object reference fields will now be available to be used in the expression Lifecycle entry action that uses one editor object reference field to populate • These fields can be used directly, such as another one using one object record to set the valu
Slide 29: Object Reference Fields in Expressions
Object Reference Fields in Expressions • Details: − Object reference fields have been available in expressions already, but the use was limited and the data returned was inconsistent. The data returned might either be the field ID as a string or the field label as a string − This change brings consi
Slide 30: Currency Formula Fields
Currency Formula Fields Overview • This feature adds the formula field type, currency, to object formula fields • Currency formula fields return numerical data formatted as a corporate or local currency Business Justification • Provides the ability to indicate local or corporate currency which is au
Slide 31: Lifecycles and OneWorkflow
V Lifecycles and OneWorkflow
Slide 32: Multi-Document Viewer UI Updates (for Workflows)
Multi-Document Viewer UI Updates (for Workflows) Overview • This feature makes several user experience enhancements to the multi-document viewer screen for users completing workflow tasks (see next slide) Business Justification • Make it easier for workflow task participants to work with multiple do
Slide 33: Multi-Document Viewer UI Updates (for Workflows)
Multi-Document Viewer UI Updates (for Workflows) Sidebar allows filtering and infinite scrolling Paginate through documents in the workflow Scroll document and metadata behind dialog Button to open Clicking a document changes Apply & Next submits chosen verdicts and moves dialog to apply the dialog
Slide 34: Add Delegates to a User: Performance Optimization
Add Delegates to a User: Performance Optimization Overview • This feature optimizes the performance of the user drop-down selection when adding new delegates by validating the user as being available as a delegate: • A banner is displayed to administrators on the Active Delegations page when optimiz
Slide 35: Add Delegates to a User: Performance Optimization
Add Delegates to a User: Performance Optimization • Delegate selection is used in three places: Admin > Active Delegations, Vault Users > Delegate section (including also Custom tabs and business admin), and User profile An administrator sees a Banner on the Active Delegation page warning that the “
Slide 36: Pre-Populated Values in Document Workflow Field Prompts
Pre-Populated Values in Document Workflow Field Prompts Overview • Pre-populates document field values in Start and Task step field prompts and single verdict prompts in single document workflows. Requires values to be present in the related in the related document field. Business Justification Auto
Slide 37: Limit Workflow Task Participants
Limit Workflow Task Participants Overview • Allows admins to define a maximum number of participants that may be selected for each participant control defined in the workflow’s start step Business Justification • Provide the ability for more control across workflow start step rules Copyright © Veeva
Slide 38: Limit Workflow Task Participants
Limit Workflow Task Participants • Details − This feature only applies when the participant control of a workflow start step is set to Allow workflow initiator to select participants − The set limit applies to all workflows and each participant control • Learn more about Task Participants Copyright
Slide 39: Multi-Record Workflows
Multi-Record Workflows Overview • Users can now send multiple object records on a single workflow Business Justification • Increases productivity and improves user experience for task participants Send multiple object records on a single workflow Copyright © Veeva Systems 2022 2019 39
Slide 40: Multi-Record Workflows
Multi-Record Workflows • Details − The object records included must all be from the same object − Workflows can be initiated from: • Object Tabs • Related Lists • Favorites • Saved Views − The workflow can only contain the records from the current view/page − Will support up to 100 object records at
Slide 41: Searching & Filtering
V Searching & Filtering
Slide 42: Glossary Terms
Glossary Terms Overview • Allows users to select text in a document and search for approved Glossary definitions in Vault External • Users can also copy the term and Search Engine definition to the clipboard for easy sharing Business Justification Approved • Will allow users with View Content Glossa
Slide 43: Glossary Terms
Glossary Terms • Details − Hold down the G key when selecting text in a document to search the Glossary − Administrators can build a library of Glossary Definitions and relate Glossary Definitions to each other for the purpose of language matching − Admins can view and report on Glossary activity us
Slide 44: Precision Highlighter
Precision Highlighter Overview • The user search experience will now highlight inflected forms and synonyms Business Justification • Inclusion of these highlighted terms will give the user immediate visibility to why the result was returned • Allows users to readily determine similarity in returned
Slide 45: Saved Views on Dynamic Tabs
Saved Views on Dynamic Tabs Filter a related object list and Show in Tab Overview • This enhancement extends the Save View functionality to a related object list when a user has selected ‘Show in Save View is available with the Tab’ Filters in place Copyright © Veeva Systems 2022 2019 45
Slide 46: Reporting
V Reporting
Slide 47: Control Chart
Control Chart Overview • Users that create visualizations of data returned by a Vault Report have a new Vault Dashboard element called a Control Chart Business Justification • Control Charts help customers visualize variance within the data returned by a Vault Report Copyright © Veeva Systems 2022 2
Slide 48: Control Chart
Control Chart Auto-calculated Mean and Standard Deviations Auto-calculated Upper Control Limit (mean +3) Center Line = Mean Optional “target line” defined by dashboard creator Auto-calculated Lower Control Limit (mean -3) • Considerations − A Control Chart requires a Vault Report with at least one f
Slide 49: Document with Object Report Types
Document with Object Report Types Overview • This feature allows System Admins to create report types that show documents first, followed by documents’ associated object records Business Justification • Enables customers to prioritize documents in reports that combine documents and their related rec
Slide 50: Usability & Interface
V Usability & Interface
Slide 51: Editable Vault Name
Editable Vault Name Overview • System Administrators can now edit the name of a Vault in Admin > Settings > General Settings • This section now displays a Vault’s URL <Single screenshot only> Business Justification • Making the Vault Name editable removes the need for a customer support ticket • Cha
Slide 52: Domain Users: UI Enhancements
Domain Users: UI Enhancements Overview • The domain user UI has been optimized to support domains with a large number of Vaults • The Vault Membership UI has been enhanced to be more time efficient and <Single screenshot only> intuitive Business Justification • When a user is a member of multiple va
Slide 53: Domain Users: UI Enhancements
Domain Users: UI Enhancements • Details − 25 vault memberships displayed per pagination − Additional configured attributes can be displayed in the vault membership pane − All membership can be exported for a specific user using the ‘Export Memberships’ button to a csv file − Online editing is enable
Slide 54: Enterprise Home Page: New Grid View with Updated Card View
Enterprise Home Page: New Grid View with Updated Overview Card View • This release introduces a new Grid View New Grid View that provides ability to search, filter and sort Vaults • Users can toggle between Grid View and Card View • Vault selector picklist, Card View, and Grid View indicate if a Vau
Slide 55: Enterprise Home Page: New Grid View with Updated Card View
Enterprise Home Page: New Grid View with Updated Card View • Details − This feature scales the user experience for individuals working in many Vaults (1,000+) • Considerations − The Enterprise Home Page is visible to users if • There are multiple Vaults in your organization’s domain • A System Admin
Slide 56: Admin & Configuration
V Admin & Configuration
Slide 57: Query Governor
Query Governor Overview • System monitoring for VQL queries consisting of a set of rules that return errors and warnings via the API in case a VQL query is identified as being harmful to overall system performance • With this release the first rule is launched in which the FIND clause no longer supp
Slide 58: Notifications: Email Notification Status
Notifications: Email Notification Status Overview • In the operations tab, administrators can view email notifications and determine whether they were successfully delivered Notification Business Justification status • Administrators say they would like to provide proof that certain notifications we
Slide 59: Notifications: Email Notification Status
Notifications: Email Notification Status • Notification Status Type § Sent - The email was sent from Vault, but not delivered yet § Delivered - The email was successfully delivered to the recipient. It normally takes a day for sent emails to change to delivered § Failed - The email was not delivered
Slide 60: Notifications: Read & Unread status
Notifications: Read & Unread status Bulk Action to Overview Mark All as Read • A Read and Unread status has been added for each notification. Users can mark unread notifications as Read from the Notifications page Business Justification • This web feature supports the introduction of a Notifications
Slide 61: Person Object: Duplicate Person Record Detection
Person Object: Duplicate Person Record Detection Information on Overview user being • This feature helps detect the creation created of duplicate person records by alerting users of potential duplicates Business Justification • Clean and accurate Global Directory data is becoming increasingly import
Slide 62: Person Object: Duplicate Person Record Detection
Person Object: Duplicate Person Record Detection Considerations • Duplicate Person Detection can be disabled in Settings If an exact match on email is found, then an error is • Matching rules can be enabled/disabled displayed, and the as required Duplicate Record dialog is not launched • Potential P
Slide 63: Scheduled Data Exports: Update Scheduled Start Time
Scheduled Data Exports: Update Scheduled Start Time Overview • Admins are able to update the scheduled start time of the scheduled data export job Business Justification • Feature allows admins the ability to schedule data exports based on business needs • Learn more about Scheduled Data Exports Cop
Slide 64: Scheduled Data Exports: Update Scheduled Start Time
Scheduled Data Exports: Update Scheduled Start Time Copyright © Veeva Systems 2022 64
Slide 65: Scheduled Data Exports: Export Picklist Labels and Names
Scheduled Data Exports: Export Picklist Labels and Names Overview Document • Scheduled Data Exports of a document, picklist document version, and object metadata now include picklist names and labels Business Justification • This feature makes integrations easier • By including both the names and la
Slide 66: Scheduled Data Exports: Document Metadata in Default Alphabetic Order
Scheduled DataScheduled Exports: Data Exports: Document Document Metadata Metadata in Default Alphabetic Order in Default Alphabetic Order Overview • Scheduled Data Exports of document and document version metadata now have a default alphabetic order for column headers. Business Justification • This
Slide 67: Delegate Access Feature: Enablement in All Vaults
Delegate Access Feature: Enablement in All Vaults Overview • The Delegate Access feature is now made available in all Vaults • Administrators can enable this feature in Vault Settings (General Settings) Business Justification • This provides a secure and audited process for you to designate another
Slide 68: System Managed Users – Default Email and Security Policy
System Managed Users – Default Email and Security Policy • Overview − System Managed Users will have the following change • eMail: no-reply@veeva.com (instead of dev.null@veeva.com) • Security Policy: System Managed (instead of “Basic”) • Business Justification − Continuation and finalization of sta
Slide 69: Test Data Packages: Override Default Reference Lookup Fields
Test Data Packages: Override Default Reference Lookup Fields • Overview − When creating Test Data packages, Admins can now override the default reference lookup to an object with any one of the unique fields available for the object. • Business Justification − Previously, test data packages did not
Slide 70: Outbound Packages: Support Migrating Group Data
Outbound OutboundPackages: Support Packages: Support Migrating Group Data Migrating Group Data Overview • Groups (and inter dependent components – see below) can now be included in Configuration Migration Packages and Test Data Packages so that deployment tasks can be reduced • Interdependent compon
Slide 71: Medical
V Medical
Slide 72: Automated Image Rendition Setting Removal
Automated Image Rendition Setting Removal Overview • Removed the Application Setting checkbox for “Enable Automated Image Renditions” Business Justification • The Automated Image Renditions feature continues to provide high quality Image Renditions via configuration of Rendition Types without any ch
Slide 73: Automated Image Rendition Setting Removal
Automated Image Rendition Setting Removal • Details − The “Enable enhanced PSD file image conversion” Application Setting is now available for use without the prior enablement of the “Enable Automated Image Renditions” setting − The maximum number of Automated Image Rendition Rendition Type that you
Slide 74: Related ISI and Related PI Relationships added to Base Document Type
Related ISI and Related PI Relationships added to Base Document Type Overview • New standard Related ISI and Related PI relationship types are added to the Base document type and makes them available for use on all document types <Single screenshot only> Business Justification • Helps support the En
Slide 75: Related ISI and Related PI Relationships added to Base Document Type
Related ISI and Related PI Relationships added to Base Document Type • Details − When a document is shared, CRM will request a token from Vault and pass CRM as the Distribution Channel Type − When the recipient accesses the URL, they will be passed to their browser and the Vault document will appear
Slide 76: Data Agnostic Vault Medical to CRM Connection for Medical Inquiry
Data Agnostic Vault Medical to CRM Connection for Medical Overview Inquiry • This feature introduces a new connection to Veeva CRM to pull Medical Inquiries. This only pulls information entered onto the Medical Inquiry in CRM, and does not require Accounts to be synced • When the Inquiry is pulled i
Slide 77: Data Agnostic Vault Medical to CRM Connection for Medical Inquiry
Data Agnostic Vault Medical to CRM Connection for Medical Inquiry • Details − The existing integration between Veeva CRM and Vault Medical requires that Account data is synced • For customers who have purchased HCP Account data from third parties, they must seek a third-party agreement to to pull Ac
Slide 78: Asynchronous Auto Publish to CRM for Approved Email Fragments
Asynchronous Asynchronous AutoAuto Publish Publish to to CRM for Approved Email CRM for Approved Email Fragments Overview Fragments • Vault automatically creates email fragments asynchronously, enhancing the Auto Publish to CRM for Approved Email Fragments feature • Vault notifies users when fragmen
Slide 79: High Resolution Presentation Slides for CRM & Engage
High Resolution Presentation Slides for CRM & Engage Overview • This feature allows high resolution generation of CLM Presentation Slides for use with CRM and Engage • This setting will allow Vault to render newly created CLM presentation slides at 96 DPI - an increase from 72 DPI Business Justifica
Slide 80: High Resolution Presentation Slides for CRM & Engage
High Resolution Presentation Slides for CRM & Engage • Details (Optional) − By default, MS PowerPoint exports images at 96 DPI, however when converting images for CLM Presentations with CRM they are created at 72 DPI. By increasing the resolution to 96 DPI images will appear correctly in high resolu
Slide 81: Resources
V Resources
Slide 82: Resources
Resources • Contact your Customer Success Manger or Managed Services Consultant • Email: VaultCustomerSuccess@veeva.com • 22R3 Release Kit: https://www.veeva.com/products/commercial-vault-release- presentations/ • Vault Resource Library: https://support.veeva.com/hc/en-us/articles/360013243773- Veev
Slide 83: Resources
Resources • Contact your Customer Success Manger or Managed Services Consultant • Email: VaultCustomerSuccess@veeva.com • 22R3 Release Kit: https://www.veeva.com/products/medical-suite-release/ • Vault Resource Library: https://support.veeva.com/hc/en-us/articles/360013243773- Veeva-Vault-Educationa
Slide 84: Thank you
V Thank you
Slide 85: Appendix
V Appendix
Slide 86: Medical Data Model Changes
Medical Data Model Changes • MedInquiry Vaults − Added the Source CRM Org (source_crm_org__v) field to the Case (case__v) object • MedComms Vaults − The Country (country__v) document field is now a shared document field − The Product (product__v) document field is now a shared document field − Added
Slide 87: Platform Data Model Changes
Platform Data Model Changes • Added the Ad Hoc Sections Allowed (ad_hoc_sections_allowed__sys) system field. • Added the Outbound Email Status (outbound_email_status__sys) field to the Person (person__sys) object to support the Outbound Email Address for Persons feature • Added the following objects
Slide 88: Configuration Management: Review & Deploy Page Notification for Pending Component Updates
Configuration Management: Review & Deploy Page Notification for Pending Overview Component Updates • This feature adds a new warning message alerting users of pending configuration changes during the Review & Deploy process Business Justification • When Vault displays this message, it means that con
Slide 89: User Mention Notifications Only Sent for New User Mentions
User Mention Notifications Only Sent for New User Mentions Overview • As part of the Notifications on Replies to Notes feature in 22R1, we made a change to the conditions under which User Mention notifications are sent • Vault no longer sends User Mention notifications when a user edits an existing
Slide 90: Admin Tabs & Business Admin Tabs Updates
Admin Tabs & Business Admin Tabs Updates • With the introduction of the Tab Collections feature in the upcoming 23R1 release, the Business Admin tab will be separated from the other Admin tabs as its own tab collection • Users who have permission to view Admin and Business Admin tabs will now access
Slide 91: Improved Error Handling for Signature Page Generation
Improved Error Handling Improved Error Handling for for Signature Page Generation Signature Page Generation Overview • With this release, Vault will validate the template layout of Advanced Templates upon downloading a signature page to ensure all signatures can be manifested. Templates configured w