Limited Release Dates: August 25, 2023 (23R2.2); September 22, 2023 (23R2.3); October 13, 2023 (23R2.4) | General Release Date: December 1, 2023

The following applications may have different release dates: Safety, RegulatoryOne, and Veeva Claims.

We are pleased to bring you new functionality with each limited release. These release notes are updated with upcoming new features one week before the limited release date. See the following explanations for enablement options:

  • Auto-on: Automatically activated and no configuration is required before using the feature; in some cases, a new feature is dependent on another feature that must be enabled or configured.
  • Admin Checkbox: Admins must turn on the feature with an Admin checkbox. Some “Auto-On” features have a checkbox setting that hides the feature; these will show “Auto-On.”
  • Configuration: Admins must configure the feature (separately from an Admin checkbox) before it is available to use or is active; for example, an Admin must add document templates before users can create documents from templates.
  • Support: On/off option controlled by Support.


Working with Documents

Lifecycle & Workflow Actions for Collaborative AuthoringConfiguration23R2.2

With this release, Admins now have the ability to configure both Workflow Action Steps and Entry Actions to automatically start or end a Collaborative Authoring session. The new actions available mirror manual user actions:

  1. Check out via Microsoft Office
  2. Check in from Microsoft Office
  3. Cancel editing in Microsoft Office

Collaborative Authoring is widely adopted and integrated with Authoring Workflows. However, Workflow Owners today need to manually check out/in the documents in their Authoring Workflows, which detracts from a seamless user experience between Collaborative Authoring and Workflows.

Admins can also configure notification steps in workflows that will send a summary notification to the Workflow Owner whenever one of these actions is initiated through a workflow or state change.

Learn more about Collaborative Authoring Workflow Actions.

Full List of Attachments for All Records in the Formatted OutputConfiguration23R2.2

Users can now include a list of attachments for related objects when generating a Formatted Output. Previously, users had to generate a Formatted Output from each related record to get a complete picture. With this new feature, admins can configure templates to include a list of all relevant attachments in a single output.

For instance, in Vault QMS, the Change Control (parent) formatted output could now include a list of attachments on the Change Actions (child) in addition to the list of attachments on the Change Control itself.

Download Preview for Basic Signature Page TemplateAuto-on23R2.2

Admins will now be able to download previews of basic signature page templates. This allows changes to basic signature page templates to be more easily assessed, avoiding the additional effort of applying a new eSignature to test documents to assess changes.

The preview will display any tokens as translated, user-friendly labels:

Preview of Basic Signature Page template

Document Title Displayed in Binder Compact ViewAuto-on23R2.2

Users will now be able to see a document’s Title in addition to the Document Name when viewing documents in a binder using the Compact View. The Title will be displayed next to the Document Number (in the same manner as when viewing documents in the Library Detail View and Compact View).

Title will only be displayed when the field is filled out. Many Vaults have renamed the Title field - two common examples are Additional Information or Description.

Document title in Compact View

Transparent Handling of Non-Standard PDF UploadsAuto-on23R2.2

Restricted PDFs are PDFs that have security settings that prevent changes to the file, but do not have a password or encryption. Vault now respects standard restrictions for Restricted PDFs and PDFs that have certificate-based signatures similar to those applied using solutions such as DocuSign and Adobe Sign.For these types of PDFs, Vault does not perform Optical Character Recognition, merge eSignature pages, apply overlays, or apply PDF protection. This ensures that no modification occurs on these files and makes the behavior for these types of PDFs consistent with the restrictions currently applied to XFA PDFs and Encrypted PDFs.

Learn more about PDF source files.

Intelligent Document UpdateAuto-on23R2.3

In 23R2, we introduced Intelligent Record Update, which ensured that a record’s audit trail and Last Modified Date were not updated when no change was made. With 23R3, we are extending this to documents to ensure consistent behavior and reduce unnecessary audit trail entries.

Vault now only updates documents if any changes have been made. Prior to this release, if a document was saved without any changes, Vault updated the Last Modified Date. For customers with integrations or custom SDK code, this often resulted in a large volume of unnecessary audit trail entries. 

Document Viewer Context MenuAuto-on23R2.3

Users can now right-click within the Document Viewer to quickly and intuitively access common actions on document content. This enhancement provides a single point of access to some of the most frequently used features in the Document Viewer, such as copying text, searching the glossary (if enabled), and creating annotations.

Document Viewer Context Menu

Learn more about the Document Viewer context menu.

Send as Link Version BindingAuto-on23R2.3

When using Send as Link, users can now specify a version binding rule to control access for non-Vault users and to control which version is displayed by default for Vault users. 

Options include: 

  • Latest Steady State Version: This is the default option, but is unavailable on documents without a steady state version. 
  • Latest Version: The latest version. This was previously the only option.
  • Specific Version: The version the user is currently viewing.

Send as Link Version Binding

User selections are tracked in the document’s audit trail. 

This enhancement also changes the label for non-Vault recipients in Sharing Settings, from Viewer to External Viewer.

Learn more about Send as Link.

Atomic Security for EDL Item ActionsConfiguration23R2.3

Admins will now have the ability to leverage Atomic Security on EDL Items (also known as Expected Documents in Clinical and Content Plan Items in RIM) to more granularly control the following actions through Atomic Security: Actions within EDL Item lifecycle states:

  • Create Placeholder
  • Create Document from Template
  • Upload
  • Match Documents

RIM and RegulatoryOne Vaults will also support more granular control on these additional actions for manual matching through Atomic Security: Actions within EDL Item lifecycle states:

  • Add Document
  • Remove Document
  • Lock Version
  • Unlock Version
  • Exclude Document
  • Include Document

Atomic Security: Controls will also allow controlling the use of the Add button based on an EDL Item lifecycle state. This will apply for RegulatoryOne Vaults in particular as those Vaults standardly have the Add button for manually matching documents enabled.

These enhancements overall will help RIM customers leveraging Submission Content Planning. When managing Content Plans, there are often scenarios where a subset of users needs to maintain the ability to edit specific fields on Content Plan Items (EDL Items) in specific lifecycle states without still having the ability to change the matching of documents/versions. This will allow the ability to restrict these actions while still allowing users to be able to edit fields in specific EDL Item lifecycle states. 

Learn more about atomic security for objects.

Improved Merge Fields & Bookmarks PerformanceAuto-on23R2.3

Merge Fields and Bookmarks (from Microsoft Word) will now render faster than ever with improved performance up to 70% for tokens and bookmarks added to Word documents. 

Alongside the faster processing, resolved tokens are protected from editing in Word to prevent accidental updates. 

This enhancement will improve the user experience by providing faster renditions, and protect data integrity by preventing data that is added to the document from Vault from being altered by a user in the document editing process. 

Enhancements to Updating Last Matched Date on EDLsAuto-on23R2.3

For Vaults leveraging Expected Document List functionality, the Last Matched Time field on Expected Document Lists will no longer update when the matching job runs and no documents were matched or unmatched for Expected Documents in that EDL.

This ensures the Last Matched Time data is more meaningful as it now only updates when Vault actually matches or unmatches documents within a given EDL, and reduces the overall audit entries logged.

Audit "Resync with Source" CrossLink ActionAuto-on23R2.3

This feature creates an audit event for the Resync with Source action. When Resync with Source is clicked on a CrossLink document, the message “‘Resync with Source’ initiated” will show up on the audit trail.

Vault Objects

Configurable Format Mask for Standard & System FieldsConfiguration23R2.2

In 23R2, we introduced Display Format, which gives Admins the ability to configure format masks on Text and Number fields, allowing information that users would input to be displayed in a standard format, such as displaying a set of numbers in a standard phone number format. With that release, this functionality was only available to be configured on custom (__c) fields.

With 23R3, this is now extended to standard fields as well, which will allow customers to leverage Display Format on any object in Vault, such as applying phone number formatting to the Mobile field on Person.

Configurable Format Mask for Standard & System Fields

Learn more about using format masks.

Display Format: Email LinkConfiguration23R2.3

Admins can now use the Display Format functionality introduced in 23R2 to configure format masks on Text fields to wrap any entered text as “mailto” hyperlinks using a new EmailFormat() function. This function does not check that the user input matches a valid email address format, though this could be accomplished using the Regex() function in a validation rule. 

This enhancement will allow users to click an email address hyperlink in Vault to immediately begin drafting an email in the user’s email client.

Display Format: Email Link

Display Format: Percent InputConfiguration23R2.3

When leveraging Display Format to display number fields as percentages, users will now be able to input numbers as percentages. For instance, with this enhancement, a user can enter “25” in a number field to mean “25%”. Prior to 23R3, a user would have needed to enter “.25” to save “25%”.

This enhancement makes the data entry process more intuitive for users manually updating fields that should display percentage values.

Learn more about using format masks.

Document Reference: Latest Steady State VersionConfiguration23R2.3

When configuring Document References fields on Objects, Admins will have a new version binding option called Latest Steady State Version. With this option checked, the Document Reference field will always show the latest steady state version of the referenced document.

Prior to 23R3, Document Reference fields had binding options for Latest Version and Specific Version. Adding Latest Steady State Version allows the field to dynamically update as the document is versioned, but ensures that only the latest steady state version is shown.

Document Reference: Latest Steady State Version

Learn more about Document Reference fields on Objects.

Lifecycle & Workflow

Document Numbers Available in Document Workflow Notification Template TokensConfiguration23R2.3

A new notification template token is now available for document workflows that includes the document number along with the document name to help users receiving notifications to easily understand which documents are in the workflow. 

The new token is labeled: Workflow Documents with Document Number and is available for all envelope object based notification templates.

Many customers work off of Document Number, so this enhancement helps improve the usability of workflow notifications. This enhancement does not apply to Legacy Workflows.

Learn more about configuring notification templates.

Email Participants Notification Template Supports Document Workflow TokensAuto-on23R2.3

The email notification template for the Email Participants workflow action now supports the use of document workflow notification template tokens to provide more information about the workflow and its contents to users receiving the notification.

Learn more about configuring notification templates.

Workflow Due DateConfiguration23R2.3

Admins can now set date prompts in workflow Start steps as the workflow due date, enabling the workflow to track its own overall due date, in addition to task due dates.

Workflow due dates also give workflow owners better visibility into the timelines for active workflows.

This enhancement also enables the Active Workflows Home page to display due date indicators for active Workflows when the workflow is approaching its due date or is overdue. Additionally, task due dates that are configured with the workflow due date as their date can be updated in a single action from the Active Workflow actions.

Workflow Due Date 1

Workflow Due Date 2

This functionality was previously only supported in Legacy Workflows, but now applies to document and object workflows. This change  allows workflow owners to more easily view workflow timelines and update task due dates with fewer clicks. 

Learn more about Configuring Document Workflows and Configuring Object Workflows.

Workflow Segregation of DutiesConfiguration23R2.3

Workflows now provide the option to enforce policies that preclude certain users from completing tasks in the workflow based on their Role membership or their task completion history in the same workflow.

With this enhancement, two new options are added to the workflow configuration:

  • Checkbox: Users in this workflow can only complete one task
  • Dropdown: [Role] cannot complete any task in this workflow

Workflow Segregation of Duties

This enhancement allows for clearer segregation of duties to prevent non-compliance and errors during approval tasks. This is particularly critical for Quality customers in being able to enforce quality procedures on GxP content.

Learn more about Configuring Document Workflows and Configuring Object Workflows.

Workflow Task Options for Update Sharing Settings Actions on Tasks Made Available to UsersAuto-on23R2.3

When a workflow task is configured to be Available to users (rather than Assigned to all users) and the task contains Update Sharing Settings actions, Vault now applies the Task Assignment action rule to the user that accepts a task as well as to users that were added to the participant group associated with the task. 

Task Completion and Cancellation action rules now apply to the users and groups in the participant group associated with the task and the user currently assigned to the task.  

Previously, when users accepted the task, the update sharing settings rules were not applied and when the task was canceled or completed, rules were not applied to groups included in the participant group associated with the task.

This enhancement ensures consistency in applying Update Sharing Settings actions so that the actions take place upon task creation, but also when tasks are accepted or users are added to the group associated with the task. This prevents scenarios where a user is added to an in-progress workflow but is not able to see the record.

Skip Object Lifecycle Event Actions in Record Migration ModeAuto-on23R2.2

Vault now skips Create Record object lifecycle event actions when objects are created via Vault Loader or the API with Record Migration Mode enabled.

When performing migrations of data, Event Actions are generally not applicable - allowing these to be skipped via Record Migration Mode helps provide a smoother data migration process and also ensures the functionality is consistent with Document Migration Mode (which already skips Event Actions for Document Lifecycles).

Learn more about event actions.

Reporting & Dashboards

Dashboard ResizingAuto-on23R2.2

With 23R3, users will be able to drag and resize a chart on a canvas-like background, where they can choose the width of the dashboard.

Prior to 23R3, the options for organizing dashboards were limited to two sizes, and two interfaces (2 columns or 3 columns), with most charts being fixed width based on the number of columns.

This enhancement will allow greater flexibility in customizing dashboards. For instance, this would allow for multiple charts to be expanded in width, allowing for better highlighting more than one key metric, or for allowing wider charts to be able to view more data at a glance.

Learn more about resizing dashboards.

Combine Report Prompts EnhancementAuto-on23R2.2

Reports that prompt for the same data (name, data type) across different objects with the same operator will now be able to be combined into a single prompt using the Combine Report Prompts option added in 23R2. Prior to 23R3, Vault could only combine prompts when the data was being prompted on the same object multiple times in a report.

This enhancement expands that capability, further reducing the potential for users to need to enter the same data multiple times when running a report.

Hide Inactive Fields in ReportsConfiguration23R2.2

Admins now have the option to hide inactive fields in reports. These inactive fields are available for reporting by default. A new setting has been added for Admins to hide the inactive fields in report views and reports. 

Hide inactive fields in reports

Existing reports with inactive fields will continue to work and show the fields even if Admins decide to hide inactive fields.

Display Format in ReportsConfiguration23R2.3

In 23R2, we introduced the ability to configure Display Formats on Text and Number fields for objects using format masks. This allows for data such as phone numbers and percentages to be displayed in a standard format. With 23R3, we are extending this functionality to ensure that the configured format is how data is displayed in report filters, conditional fields, prompts and dashboard prompts.

This ensures consistency for users when interacting with this data both on the objects themselves as well as in reports on those objects.

Learn more about Creating Reports and Creating Dashboards.

Report on Multi-Record WorkflowsAuto-on23R2.3

Vault now supports reporting on multi-record workflows. Multi-record workflows were introduced in 22R3 to allow users to send multiple object records in a single workflow, increasing productivity and streamlining the user experience. With this enhancement, customers can now report on the details of multi-record workflows.

Customers do not need to update existing reports. This change automatically applies to any existing Workflow with [Object] report types, where the workflow is configured to allow multiple records to be sent together. This enhancement is not applicable for matrix reports.

Learn more about reports and object workflows.

Support Union-All View Join with Other ViewsConfiguration23R2.3

In 23R2, we introduced the Union-All report type, which allows users to combine different objects into a single object, displaying the results as stacked rows in the same columns. With 23R3, this functionality is being extended. Customers can now join Union-All report views with other report views in multi-pass reporting.

For instance, in QMS Vaults leveraging Quality Teams, you could leverage a Union-All report to combine Quality Team Member objects together in a single object, and then join that report to a Quality Event report.

Workflow with Object Report EnhancementAuto-on23R2.3

As of this release, Task Duration and Workflow Duration are populated in workflow reports regardless of the status of the task.

User groupings are based on user name and not by user ID, making it consistent with other report types.

Search & Filtering

User Filter in Login and System Audit LogsAuto-on23R2.2

Admins with access to the Logs tab will now be able to leverage a User filter on the Login Audit History and System Audit History pages. This will enable Admins to more easily find the number of logins or configuration changes made by a specific user. 

Adding a filter for User can be used in addition to or in place of the Timestamp filter. If User is applied as a filter, but not Timestamp, Vault will return results for all time.

System audit history

Login audit history

Language PreferencesAuto-on23R2.2

For Vaults using multilingual capabilities, users performing searches will now only see results in the Language set on their User record. 

Prior to 23R2, when a search was performed, Vault would attempt to search across all languages. This enhancement will improve search performance by reducing the amount of data that Vault needs to search through before returning results, and also benefits users by ensuring that Vault only returns the most relevant results by only returning results based on the user’s language.

Learn more about Language & Region Settings.

Assign Search Collection by TabAuto-on23R2.2

Admins now have the ability to assign Search Collections to specific tabs. Prior to 23R3, search collections could be assigned to all tabs scoped to a particular object. For QMS customers in particular, Quality Events are broken down into separate tabs by object type (Change Control, Deviation, Complaint, or others), and it’s common that QMS customers need to set up separate search collections for each type of Quality Event. This resulted in all Quality Event search collections being available on every Quality Event tab.

With this enhancement, when there are multiple search collections pointing to the same object, Admins will be able to specify which tab each collection should be available on. This reduces the duplication of collections in the QMS use case, but also ensures that users are able to focus on searching the appropriate collection.

Assign Search Collection by Tab

Export All Expanded Search Sections to ExcelAuto-on23R2.3

With 23R3, for customers leveraging Expanded Search functionality, users now have an action on each section to export all search results across all sections to a single Excel file.

Many customers use exports to Excel to provide critical information to auditors. This enhancement reduces user effort in performing multiple exports across different objects (when using Expanded Search).

Learn more about configuring search collections to enable Expanded Search

No Results RedirectAuto-on23R2.3

When a user performs a search in a saved view, or standard views other than All (for example, Recent Documents or My Documents when on the Library tab, or Recents or My on any object tab), if the search returns no results, Vault will now redirect users to the corresponding All view (for example, All Documents on the Library tab, All [Objects] if on an object tab). This occurs if the search is the first action a user performs after landing on the tab. If a user has intentionally clicked on a Recent view or added/removed filters, Vault will not redirect.

Many times, users may not even notice that they are not on the All view when performing a search. This can result in extra clicks as the user would receive no results, and then need to change views and re-perform the search. This feature will eliminate those extra clicks by automatically redirecting them to the corresponding All view.


Enhanced Blank Handling in Object Formula FieldsAdmin Checkbox23R2.3

When leveraging Vault formulas in object formula fields, users now have more flexibility in how blank values are handled. Users are now given the choice to continue treating blanks as blanks, the default behavior to date, or to handle them as zeros or empty strings.

If the latter option is chosen, functions like 5 + blank will return 5 instead of blank and Concat(“Hello”, blank) will return Hello instead of blank.

This enables customers to write simpler functions that would normally require multiple IsBlank and If functions and brings the behavior more in line with how Excel handles blank values.

Enhanced Blank Handling in Object Formula Fields

Learn more about Vault formulas.

Vault Formulas: Standard Deviation, Median, Mode and CountAuto-on23R2.3

Vault formulas now support the following additional functions:

  • Median(): This function returns the median of the given numbers.
  • Mode(): This function returns the mode of the given numbers.
  • CountA(): This function returns the number of populated values.
  • StDevP(): This function returns the standard deviation for an entire population.
  • StDevS(): This function returns the standard deviation for a sample representing a population.

These functions are needed by new Vault applications, such as Vault LIMS, which needs to provide their customers with more statistical functions. Median() has also been a frequently requested function from customers across all Vault applications.

Learn more about Vault formulas.


Evaluate Field Rules: Reference Lookups & Default ValuesAuto-on23R2.2

When evaluating field rules using IntegrationRuleService#evaluateFieldRules, if the field rule configures a reference lookup and a default value, Vault now returns the default value instead of an error when there is no match in the reference lookup. 

This applies when:

  • The field rule is for an integration rule with Documents as the primary query object
  • The query object is a relationship to a related object (__vr or __cr; meaning the query result data is a subquery)
  • The field rule has both a reference lookup and a field default
  • The related object’s query field is not populated

This enhancement helps reduce unnecessary errors and user exception messages in Vault connections.

We encourage developers to review any custom code and configuration to ensure their field rules are evaluated properly.

Audit Event for Binders Created from TemplateAuto-on23R2.3

When creating a binder from a binder template, Vault will now log this as an event in the binder’s audit trail to clearly indicate which template was used for creation. For customers leveraging binder templates, this will make it possible to identify the template used. Prior to 23R3, this was not tracked and was not readily determinable.

Audit Event for Binders Created from Template

Learn more about binder templates.

Object References in Field RulesAuto-on23R2.3

Field Rules can now be configured with a Target Field Lookup (target_field_lookup) that allows admins to configure object reference lookups to be used when evaluating field rules. For example, Admins can configure a field rule for a child object that uses parent__cr.name__v for an object reference instead of using IDs. This eliminates the need to maintain reference lookup values, and instead developers can code their integrations to dynamically resolve object references.

Additional Sandbox Sizes in VaultAuto-on23R2.3

Starting in 23R3, we will further adjust sandbox sizes as shown in the table below.  These changes in 23R3 are in response to working with and listening to customers as they refine their environment management process.

Additional Sandbox Sizes in Vault

*Snapshots on Large, Very Large, Extra Large, and Full sandboxes are limited to 10 million records, and 100,000 document versions.

The specific changes with 23R3 include:

  • Customers will now receive 4 Small, 2 Medium, and 1 Full sandbox with their production license.  Existing Large sandboxes will be converted to Medium in 23R3. 
  • The document version limit on a Small sandbox is increased from 2K to 10K. The limit on the number of Vault Owners will be removed.
  • The document version limit on a 23R3 Medium sandbox is increased from 10K to 100K when compared to an existing Large sandbox.
  • This object record limit on a 23R3 Medium sandbox is decreased from 2M to 1M when compared to an existing Large sandbox.
  • Three new sandbox sizes are introduced in 23R3: Large, Very Large, and Extra Large.  These are not included with a production license but provide add-on purchase options for customers that are priced based on data volumes, not based on production license amount.
  • The content size limit for all sandboxes is now 50 GB.
  • Customers are no longer able to purchase add-on Full sandboxes.

Learn more about Sandboxes and Sandbox Snapshots.

Retaining Snapshots for Deleted SandboxesAdmin Checkbox23R2.3

Admins will now have the ability to retain Sandbox Snapshots for a Sandbox when it is deleted. Prior to 23R3, when a Sandbox was deleted, any associated Snapshots from that Sandbox were deleted as well.

This enhancement removes the potential need to maintain a Sandbox only for the purpose of maintaining its Snapshot, and provides customers with greater flexibility in environment management.

After 23R3, if the Retain Snapshots when Deleting a Sandbox feature is enabled by an Admin, Vault will warn the user when attempting to delete a Sandbox, and advise them to run a new Change Source Sandbox action on the Snapshot if it should be maintained.

Retaining Snapshots for Deleted Sandboxes 1

Retaining Snapshots for Deleted Sandboxes 2

Usability Updates

Sticky Create New Reference RecordAuto-on23R2.2

When selecting a related object record in an object reference field, the option to create a new record is now frozen in the drop-down so that it is always easily accessible. This eliminates the need for a user to scroll through the entire list of available records to get to the Create option.

This enhancement applies to object reference fields that have the Allow create new reference record option enabled.

Create new object reference record

Email to Vault: Improved Handling for Bounced Emails & Processing FailuresAuto-on23R2.2

For Vaults leveraging email processors, Vault will now create Email records for bounced inbound emails if:

  • The email exceeded the size limit (30 MB per email, including attachments), or 
  • The email was sent from an email address that is not considered an Allowed Sender

Prior to 23R3, Vault created Bounced Email records if the email was marked as spam or the sender failed SPF or DKIM authenticity checks. This enhancement expands the tracking of errors allowing Admins to report on additional types of bounced emails, inspect these emails, and take the next steps to try sending these emails again without needing to review the email log.

A Failure Reason field is also added to Email records to make it easier to troubleshoot ingested emails that were not successfully processed by the email processor.

Finally, an audit trail is also now available for Email records to make it easier to track the transition of Email records across different lifecycle states.

Checklist: Store Score for Each QuestionAuto-on23R2.3

For customers leveraging Checklist functionality, Vault now stores score data on each checklist question. Prior to 23R3, this data was only available on each checklist section and on the overall checklist. 

Adding this data to each question enables customers to report on average scores for each checklist question, which is a commonly used key performance indicator.

This feature does not apply to quizzes used in Quality Training and Study Training as the Points and Learner Points fields are used to calculate quiz scores.

Learn more about Checklist Scoring & Weighting.

Vault File Manager

Default File Size Increased to 500GBAuto-on23R2.2

The default file size limit for Vault File Manager is now 500 GB, up from 400 GB by default previously. Prior to 23R3, customers could request the limit be increased from 400 GB to 500 GB if necessary, and with this release, we are removing the need for customers to request this increase.

Move, Rename & Delete File Staging Contents with VFMAuto-on23R2.3

In 23R2, we enhanced Vault File Manager with a new File Staging tab, allowing Admins to stage content in Vault File Manager for importing into Vault, rather than using a separate file transfer protocol secure (FTPS) client.

With 23R3, this is being further enhanced to allow customers perform the following additional actions within the File Staging tab in Vault File Manager: 

  • Rename and delete folders/files
  • Create new folders
  • Move files between folders

Additionally, users can copy the file staging path for documents to more easily add that information into a CSV file for Vault Loader.

Learn more about File Staging.

Platform Data Model Changes

See 23R3 Platform Data Model Changes.

Vault Connections

RIM to Clinical Operations Vault Connection

RIM/Clinical: Default Study on Clinical CrossLinks based on Product fieldAuto-on23R2.3

RIM documents can be specific to a product family, and adding studies to them is consequently only a technical requirement needed for the document to be successfully generated in Clinical Operations Vaults via the connection.

With this enhancement, the behavior of the RIM to Clinical Operations Connection, will now work as such:

  • If no Study field is populated on a RIM document to be CrossLinked, then the connection will auto-populate the Study field in Vault Clinical Operations based on the Active Lead Agent Product associated with the RIM document. 
  • If a Study field is populated on a RIM document to be CrossLinked, then the connection will respect the Study and populate the CrossLinks with the Study from RIM

This enhancement aims to reduce manual workload, and promote compliance.

When a CrossLink is created and a Study field is populated using this feature, if a new Study Product record is created, there will be no automatic reprocessing of CrossLinks to add additional Studies to the documents. In order for new Studies to be added the source documents will need to be modified in order for a metadata sync to occur.

RIM/Clinical: Improved User Exception Message Processing for Document TransferAuto-on23R2.3

This feature improves how Vault handles User Exception Messages (UEMs) by:

  • Preventing the creation of duplicate messages for existing issues for documents
  • Retrying the processing of connection items related to documents that failed in previous job runs
  • Revising the wording of UEMs for common failures of document creation to give clearer guidance

Administrators managing the connection between Vault RIM and Vault Clinical will no longer be required to review duplicate UEM records.

Furthermore, they will receive more assistance in identifying and resolving common issues related to connection processing failures.

RIM/Clinical: Superseded Document Transfer RevampSupport23R2.3

When the RIM to Clinops Connection: Transfer steady and superseded state document versions setting is enabled, Vault applies Query Object Rules (QORs) across all eligible versions for transfer, rather than just the most-recently-Approved version.


  • Vault no longer supports QORs with IN clauses when this setting is enabled.
  • The RIM to Clinops Connection: Transfer steady and superseded state document versions is now Support-enabled and no longer appears on the Application Settings page.

RIM to Safety Vault Connection

RIM/Safety: Registered Product for Safety CasesConfiguration23R2.3

The Safety-RIM Product Connection automatically transfers Product Family, Product, Product Variant, Substance, Product Registration, and other records from RIM to Vault Safety. This automatic transfer from RIM to Vault Safety aligns product and registration data across these application families. This eliminates potential user errors of manually creating these records in Vault Safety and provides a common set of products in RIM against which to record Safety Cases.

Clinical Operations


Monitoring Schedule ExtensibilityAuto-on23R2.2

In this release, we are adding several capabilities to improve the extensibility of Monitoring Schedules to provide additional capabilities for CTMS customers. Monitoring Schedules now include the ability to schedule custom Monitoring Event Types. With this enhancement, customers can now add their custom Monitoring Event Type to the Monitoring Event Type picklist and Vault will create custom Monitoring Events.

Monitoring Schedules now also include the ability to specify the Monitoring Visit Method for the corresponding Monitoring Event.

Monitoring Events will also now assign matching Study Team Personnel for a Monitoring Event if there is a single Study Person with the Study Team Role at the Study Country or Study level.  When multiple Study Persons exist with the same role, Vault will not default the CRA.

This feature leverages the ability to automatically create custom Monitoring Events with matching Milestone Types and the matching milestone type configuration is required for this feature to work.

CTMS Object BlindingConfiguration23R2.3

For blinded studies, management of unblinded/restricted study material is important to ensure that access to secure, sensitive study information is only available to authorized individuals. In Vault eTMF, management of blinded/unblinded document content is achieved through use of a standard Content field that is defaulted based on User setup. This feature expands support for managing blinded/unblinded content to Vault CTMS objects. When enabled, it includes the following: 

  •  New Unblinded Monitoring Event object types
    • Unblinded Interim Monitoring Visit
    • Unblinded Site Closeout Visit
  • Content field defaulting on CTMS objects
  • New fields for Previous Monitoring Event 
    • Previous Unblinded Monitoring Event
    • Previous Blinded Monitoring Event
  • New Content attribute available on seeding System Actions in Monitoring Event workflows

When Monitoring Events are created, the Content field is defaulted based on the object type, and related records (for example, Issues, Follow Up Items) are defaulted to the same Content value as the related Monitoring Event. Only authorized Users are allowed to create Unblinded Monitoring Events. In determining the Previous Monitoring Event, Blinded and Unblinded Monitoring Events follow parallel paths. Vault evaluates the Content field and Monitoring Event dates according to current logic and automatically populates (where applicable) either the Previous Blinded or Previous Unblinded Monitoring Event field. The Content field can also be evaluated during Monitoring Event seeding actions, and workflows can be configured to branch based on Monitoring Event type

For records created that are not related to a Monitoring Event, the Content field is defaulted based on User setup and follows the same logic currently used in Vault eTMF.

Enhanced Download & Upload Actions for Trip Report TemplatesAuto-on23R2.3

This feature enhances the download and upload actions on Trip Report Templates to support additional elements for:

  • Instructions
  • Answers with Conditional Requirements
  • Question Branching
  • Custom Fields

Currently, customers can use a CSV file to create Trip Report Templates including sections, the individual questions and responses, whether or not responses and comments are required, and the order of display (if desired). However, adding instructions, defining conditional requirements, and creating dependent questions previously required manual setup or Vault Loader. Now, these elements, as well as custom fields, can be included in the CSV file.

Additionally, the Download Trip Report Template action is updated to download a CSV file populated with the data from the Trip Report Template, which can then be leveraged to create new Trip Report Templates. Downloading a CSV file from a Trip Report with no data will continue to download a blank CSV template for authoring.

These enhancements improve and streamline the process for Trip Report Template creation. 

Learn more about Uploading Questions to New Trip Report Templates

Relate Trip Report Template to Monitoring EventConfiguration23R2.3

This feature introduces the ability to track which Trip Report Template is used to generate questions on a Monitoring Event. Once configured, when the action to Seed Trip Report Question Responses is taken, Vault will stamp the Trip Report Template used on the Monitoring Event, improving traceability and reporting.

Relate Trip Report Template to Monitoring Event

ClinOps/CDMS - Subject Visit MethodAuto-on23R2.3

In response to increased trial decentralization, the Subject Visit Method field was added to Clinical Operations Vaults in 23R2 and captures additional information about how the visit is performed (for example, on-site or remotely). Subject Visit Method is used in Fee Schedules to support differing payment amounts and is also tracked on Monitored Subject Visits to provide CRAs insight into the expected documentation to monitor.

With this feature, the Clinical Operations to CDMS Connection now supports transfer of Subject Visit Method. If Subject Visit Method is available in CDMS, this data will transfer to Vault Clinical with the Subject Visit data. 

Learn more about the Clinical Operations to CDMS Connection.


Document QC Step Support for Study Metadata ExtractionAuto-on23R2.2

TMF Bot continues its extension and enhances the Document QC Step to check metadata. Thanks to this enhancement, TMF Bot will be able to identify, at any Document workflow step, classification and metadata issues. Both possible issues and suggested resolutions will be presented to the end users in the same document panel. This will help our customers improve TMF documents’ quality and accelerate inspection readiness.

"TMF Bot Misclassified" Document TagAuto-on23R2.2

As part of the TMF Bot maintenance process, we encourage customers to regularly review the performance of the TMF Bot after deployment using Prediction Metrics. This enables the identification of patterns in cases where the TMF Bot struggles to classify, or misclassifies, certain document types. By doing so, customers can assess whether adjustment or re-training of their deployed model is necessary.

While Prediction Metrics offer an efficient way to assess the overall performance of deployed models, there is currently no straightforward method to identify and review individual documents that were misclassified by the Bot. To address this limitation, we are introducing a new standard document tag called TMF Bot Misclassified. Whenever an end user manually reclassifies a document before completing out their inbox, the system will automatically append the TMF Bot Misclassified tag to that document. Consequently, it will become easy to use this tag as a filter in the Library or in reports to identify and analyze misclassified documents.

This feature exclusively applies to documents loaded into the Inbox; the document QC step remains outside the scope of this feature.

Model Training Filters and Custom Model Automated RetrainingAuto-on23R2.2

TMF Bot comes by default with a trained model which is automatically deployed to each customer’s environment. While the default model provides solid predictions, some customers have opted to enhance TMF Bot predictions confidence by creating custom models. However, using custom-trained models involves two challenges. Firstly, custom models require manual maintenance, as customers must remember to periodically retrain them. Secondly, some customers compile custom lists of documents for training because steady state documents are not guaranteed to be final. Compiling those lists via VQL queries and/or Loader exports is time-consuming.

To simplify the utilization of TMF Bot’s custom models, we are introducing a new feature: Model Training Filters and Custom Model Automated Retraining. With this feature, administrators can add a custom VQL Query into their trained model. Combined with Excluded Classifications (a 23R2 feature), this allows them to refine the training set without the need to manage lengthy lists of document IDs. Furthermore, this feature also enhances the Auto-Train Models job to give customers an option to refresh their custom-trained models on release night, ensuring that they stay up-to-date without manual intervention.

Site Connect

Document Exchange PageConfiguration23R2.3

Site Connect customers will now have access to a Document Exchange page and tab. This page provides a history of documents that have been exchanged with each site as well as a view of any outstanding tasks.

This page provides Clinical Operations users with a single place to track all documents and document requests exchanged with their study sites.

Within the Document Exchange page, Clinical Operations users can also:

  • Cancel open tasks that are no longer required or applicable.
  • Send Site Packages to Connected Sites

Clinical Operations users can easily navigate to this new Document Exchange page directly from their Study Site’s Site Document Exchange section using the new Show in Tab button within the section.

Safety Distribution Resend ActionsAuto-on23R2.3

Site Connect Admins can now resend safety distributions to distribution task recipients. This user action will show up on any Distribution Task Recipient with an Email Status of Sent, Failed, Opened, or Viewed. Existing Distribution Task Recipient records will be updated accordingly when new emails are generated.

In addition, safety distributions can now be sent to any newly defined Study Site personnel. This can be done from a new Resend to new Study Personnel user action on Distribution Tasks in the Sent or Failed lifecycle state.

Document Exchange for Additional Vault Clinical DocsAuto-on23R2.3

Site Connect customers can now exchange the following document types with Sites:

  • IP Storage Condition Documentation
  • Non-IP Storage Documentation
  • Maintenance Logs
  • IP Recall Documentation
  • IP Return Documentation
  • Acceptance of Marketed Product Material
  • Non-IP Shipment Documentation
  • Non-IP Return Documentation
  • IP Transfer Documentation

The configuration for any relevant document types must be updated so that they map to the new Vault Clinical Docs artifacts.

Study Startup

Milestone Package Document ExportConfiguration23R2.3

Clinical Trial Applications submitted to IRBs, Ethic committees, or Health Authorities often necessitate the manually upload of clinical documents into designated systems (for example, CTIS). As a result, it becomes imperative that all accurate documents and document versions required by these institutions are meticulously submitted. The introduction of the Clinical Application Management feature in 22R2 allowed for the tracking of specific document versions necessary for submission.

To streamline the export process, we are introducing Milestone Package Document Export. This feature offers a standard action within Milestones, enabling the export of all Complete State documents linked to Milestone Package Documents. Executing this action generates a compressed ZIP file containing the viewable rendition and attachments associated with the exported documents. to align with the naming conventions expected by these diverse institutions, the Viewable Rendition will be automatically renamed based on the value specified in the Export Name of the Milestone Package Document. This enhancement aims to enhance efficiency, reduce manual workload, and foster compliance.

Red Flag Survey QuestionsConfiguration23R2.3

This feature allows Business Admins to define flags on available answers in checklists, so that when those answers are selected in a Site or outreach Target survey, the flag is copied to the parent survey record.

In previous releases, to progress Sites through the feasibility funnel in an automated fashion:

  • We relied on survey scoring 
  • Out of the many questions in a survey, a select few were true “dealbreakers” (for example, the Site must be rejected based on the wrong answer) or “red flags” for a closer review (for example, If the site is missing a key piece of equipment that the sponsor/CRO may be able to provide)

Reviewing these in previous releases required a separate report that keyed in on specific questions. This new feature bridges this gap.

Learn more about Checklist Question & Answer Setup.

Survey Failure NotificationsAuto-on23R2.3

This feature introduces detailed failure notifications that are sent to the user who initiates the sending of a Site or Outreach Target survey in Clinical Operations Vaults. Failure notifications will now be sent when the survey creation fails and is triggered via entry action into a particular lifecycle state.

In-Flight Survey UpdatesConfiguration23R2.3

This feature allows users to regenerate a Site or Outreach Target survey from an updated survey template. If the previous survey has been partially or fully completed, Vault will iterate through the completed answer and pre-populate them on the newly regenerated survey.

Today, the only way to update the questions within a survey is to generate a new survey from a template. The questions that a site may have previously answered are lost and the site is required to repopulate the survey from scratch. This is viewed as wasted effort and a burden to the site which may even decrease sites response rate. 

Regenerating and retaining any previously answered questions will provide a more streamlined experience for sites and will allow customers to gain efficiencies in a process where time and duration is vitally important for Study Startup activities.

Learn more about Feasibility Surveys.

Study Startup, eTMF

Milestone Workspace Usability EnhancementsSupport23R2.3

In 23R2 we introduced the Milestone Workspace, an app page including two Object Data 

Grids (tables) to conveniently organize closely related work on Expected Documents and their Matched Documents.

This new feature enhances the Workspace with additional functions made available to improve the user interface experience. Users can now launch document and object workflows directly from the Milestone Workspace. Additionally, the Milestone Workspace displays those workflows in the context of the milestone from which they were launched. 

One consideration to benefit from this auto-on feature is the need to have surfaced the related page layout and updated the appropriate permission sets to be able to visualize and use it.

Clinical Operations Data Model Changes

See 23R3 Clinical Operations Data Model Changes.



Portals: Auto-on User Interface UpdateAuto-on23R2.2

In this release, the updated Portal User Interface (UI) will be enabled on all PromoMats and Medical Vaults. The UI includes a new homepage, which provides a modernized look and feel. The UI update also provides a more intuitive experience allowing users to find their content quicker. Admins benefit from an updated administration interface, allowing multi-document select, rich text support, further customization options, and other enhancements.

Learn more about the the updated Portal UI.

Portals: Logic Change for Recently Added Document WidgetAuto-on23R2.3

In this release, we have updated the logic for the Recently Added Document Widget. Previously, in order for a document to be displayed in the widget, the content had to have been added to the Portal in the last 45 days and also entered a steady state within the last 45 days. This created issues where new Portal content wasn’t displayed in the widget due to when it entered its steady state. With this enhancement, the Recently Added Widget displays all content that was added to the Portal in the last 45 days that is in Steady state, regardless of the steady state date.

Learn more about Document Widgets.

Portals: Style Changes for Content FiltersAuto-on23R2.3

With this release, the style of Content Filters has been changed to make them easier to read and interact with. The changes include:

  • Increased size of icon, text, and button
  • Default color of the filter name is black
  • When a user hovers over a filter, the filter name color changes to the brand color

Learn more about Content Filters.

Portals: New Portal Selector PageAuto-on23R2.3

We have introduced the ability to view Portals in Grid View or Card View, and are providing filtering options for an end-user when they are navigating the Portals accessible to them. This addresses issues for customers with many Portals, and makes scaling easier for when  new Portals are created in the future. End-users can now efficiently search and interact with Portals, and can favorite the Portals that they frequently visit.

Learn more about the Portal Selector page.

Portals: Additional Custom Document WidgetsConfiguration23R2.2

Portal Administrators will have more options when working with document widgets in the new Portal UI. A maximum of 10 document widgets can be used on each Portal, but now Portal Administrators will be able to choose between system-generated widgets, custom document widgets, or a combination of both. This removes the previous limit of 5 custom document widgets.

Learn more about Document Widgets.

Modular Content: New User InterfaceAuto-on23R2.3

The new modular content user interface simplifies and enhances the process when creating, editing, and viewing a Content Module record. The user interface includes different sections, such as Claim, Reusable Text, and Images, to display each corresponding Content Module Asset. Users with the appropriate permissions can easily add, edit, and remove assets within each section. Each asset is shown as a card within the user interface. Users can click on the card to see a quick view of the Content Module Asset without navigating away from the page. This makes it easier for users to see which assets are in each section of the module and compare them against their corresponding assets. Users with the appropriate permissions can also edit Content Module Assets in the quick view panel and reorder cards by dragging and dropping them into place within their section. Editors can easily group assets within a section together to assist with asset placement within a template when authoring content.

This is automatically enabled for all PromoMats customers.

Learn more about modular content.

Modular Content: Download Content ModulesAuto-on23R2.3

To better assist content authors in creating content using Content Modules in PromoMats, we have added the ability to download a Content Module and all its Content Module Assets from the Modular Content Doc Info Panel and from a Content Module record. Users can select the new download icon to initiate the export of claims, text assets, record fields, and data/image assets into a ZIP file to a maximum of 100 GB in size after compression.

Once a user clicks the Download icon, Vault generates an Excel file containing all metadata, text assets, and rules for Content Modules and Content Module Assets. Vault extracts source files and renditions for documents linked as Content Module Assets. The user receives a notification when the export package is complete and ready for download. Vault displays an error message if the maximum ZIP size is exceeded.

Modular Content: Download Content Modules

Learn more about modular content.

Claims Linking: Enablement Update for Enhanced Suggest LinksAuto-on23R2.3

With this release, Enhanced Suggest Links is automatically enabled for all PromoMats customers without any Text Asset records. This feature also removes the Admin flag for all Platform Suggest Links functionality.

Standard Metrics Duration Reports and DashboardsConfiguration23R2.3

The Standard Metrics Track Duration data is now available through reports and dashboards. To enable this feature, customers must complete the configuration on the Standard Metrics State Mappings page and activate the Standard Metrics Duration job. The first time the job runs, it collects data from up to a year before the current date, so customers may see the job run more than once initially. Aggregated industry-level data is still available via Pulse Content Metrics delivered by the Veeva Business Consulting team.

Learn more about Standard Metrics Durations..

eCTD: Simplified Labeling Document CriteriaAuto-on23R2.3

Labeling documents no longer require a Product value that matches the promotional material in order for Vault to pull the document into eCTD Compliance Packages. Previously, when adding labeling documents, the value in the product__v document field had to match a Product value on the promotional material for the system to recognize it as labeling. Now, to pull labeling documents into eCTD Compliance Packages, ensure the document type matches the type configured under Settings > Application Settings > Compliance Package Generation. Vault will recognize all documents with this document type as labeling.

eCTD: Naming Alignment for 2253 FormAuto-on23R2.3

When generating eCTD Compliance Packages, Form 2253 will now be named using the name provided on the template form. When applicable, this also applies to the Supplementary Form. Prior to this release, the name of the generated form consisted of the template form name and the Compliance Package name. This enhancement more closely aligns our eCTD functionality with FDA guidance.

eCTD: Bulk Fill Submission Date for Compliance PackagesAuto-on23R2.2

Customers adopting the new eCTD bulk generate functionality released in 23R2 now have the ability to bulk fill the Submission Date when completing metadata for the Compliance Packages.

eCTD: Support for CrossLinked ReferencesAuto-on23R2.2

Users can now generate eCTD Compliance Packages for materials that are substantiated using references or labeling documents that are CrossLinks.

Commercial Data Model Changes

See 23R3 Commercial Data Model Changes.



Enhanced Suggest Links for Scientific StatementsConfiguration23R2.2

Enhanced Suggest Links is the new and improved matching functionality to link Scientific Statements automatically to Medical Content. It uses a new matching algorithm to allow for more flexibility with the Statement, reducing the need to use as many Scientific Statement Variations. Scientific Statements now support multiple countries and multiple products. The Enhanced Suggest Links feature finds matches on primary or secondary countries and products on Medical Content. Enhanced Suggest Links may be triggered automatically using a Lifecycle Entry Action or as a user action, thereby helping to speed up the process for getting Scientific Statement links to a document.

Learn more about Scientific Statements.

Portals: Auto-on User Interface UpdateAuto-on23R2.2

In this release, the updated Portal User Interface (UI) will be enabled on all PromoMats and Medical Vaults. The UI includes a new homepage, which provides a modernized look and feel. The UI update also provides a more intuitive experience allowing users to find their content quicker. Admins benefit from an updated administration interface, allowing multi-document select, rich text support, further customization options, and other enhancements.

Learn more about the the updated Portal UI.

Portals: Additional Custom Document WidgetsConfiguration23R2.2

Portal Administrators will have more options when working with document widgets in the new Portal UI. A maximum of 10 document widgets can be used on each Portal, but now Portal Administrators will be able to choose between system-generated widgets, custom document widgets, or a combination of both. This removes the previous limit of 5 custom document widgets.

Learn more about Document Widgets.

Entry Criteria & Entry Action Options for BindersConfiguration23R2.3

This feature enables configurable entry criteria and a configurable entry action to manage the binder content. The entry criteria checks if the documents in the binder are in a selected state. The entry action allows Admins to change the state of the binder contents when the binder reaches a selected state. Customers can leverage this feature to enhance the Multichannel Presentation and Slide approval process.

Portals: New Portal Selector PageAuto-on23R2.3

We have introduced the ability to view Portals in Grid View or Card View, and are providing filtering options for an end-user when they are navigating the Portals accessible to them. This addresses issues for customers with many Portals, and makes scaling easier for when  new Portals are created in the future. End-users can now efficiently search and interact with Portals, and can favorite the Portals that they frequently visit.

Learn more about the Portal Selector page.

Portals: Logic Change for Recently Added Document WidgetAuto-on23R2.3

In this release, we have updated the logic for the Recently Added Document Widget. Previously, in order for a document to be displayed in the widget, the content had to have been added to the Portal in the last 45 days and also entered a steady state within the last 45 days. This created issues where new Portal content wasn’t displayed in the widget due to when it entered its steady state. With this enhancement, the Recently Added Widget displays all content that was added to the Portal in the last 45 days that is in Steady state, regardless of the steady state date.

Learn more about Document Widgets.

Portals: Style Changes for Content FiltersAuto-on23R2.3

With this release, the style of Content Filters has been changed to make them easier to read and interact with. The changes include:

  • Increased size of icon, text, and button
  • Default color of the filter name is black
  • When a user hovers over a filter, the filter name color changes to the brand color

Learn more about Content Filters.


Automatically Identify Product from Incoming Case EmailsAdmin Checkbox23R2.2

The Product field can now be automatically populated on Case Requests generated from system-ingested inquiries raised via email. When this feature is enabled in settings, the Product will be matched from the contents of the email at ingestion, and populated in the newly created Case Request record. This feature increases intake automation.

Learn more about email ingestion.

Advanced Search User Interface for FAQs & Standard ResponsesConfiguration23R2.3

Vault MedInquiry has standard objects for Frequently Asked Questions (FAQs) and Standard Responses. This feature enhances the Medical Inquiry User Interface (UI) to automatically find an FAQ that matches the inquiry being captured. If the user wishes to change the FAQ that has been suggested, they can select a different one from a new dialog. The new dialog provides visibility of the Standard Responses to the FAQ.

Learn more about FAQs & Standard Responses.

Automatically Suggest ResponsesConfiguration23R2.3

The Suggested Responses feature enabled Vault MedInquiry to automatically suggest the answer to medical information requests. 

If the captured inquiry aligns to an approved frequently asked question, Vault will automatically match to it. Beyond text comparison, additional precision for matching will be provided by metadata on the case, such as Product, Country and Language

If a successful match is made, Vault will automatically generate a response to this question. This suggested response will consist of response notes (the answer to the question), a package of fulfillment documents and an email template.

Capture Product Quality ComplaintsAuto-on23R2.2

Medical Inquiries are a frequent source of Product Quality Complaints. With this release, a standard Product Quality Complaint object type is added to the existing Event object, alongside the existing Adverse Event object type. This additional data can then be shared to Quality.

Medical Data Model Changes

See 23R3 Medical Data Model Changes.


Study Training receives data model updates in parallel with the Quality Suite: Vault Training application as well as functionality updates from the following features:

  • “Add To Calendar” Link (Classroom Training)
  • Session Location Field in Create Class Dialog
  • Imported Training Assignment Handling Update
  • Create Person Records Automatically
  • Set Quiz Completion Date for External & Evaluation Training Assignments
  • SmartMatch: Support Multi-Select Picklist Fields
  • User Interface Updates for Admin Alerts

Study Training

Finalize Matrix Changes When Adding New Training RequirementsAuto-on23R2.2

With this feature, users can finalize a training matrix via the Training Matrix Builder when Training Requirements are added to or removed from a Curriculum, even after the Training Matrix is finalized. When the matrix changes are finalized, Vault executes the Training Matrix Builder automation, setting Training Requirements to the Ready for Use state, and creating Training Assignments and Training Requirement Impact Assessment records as needed.

Create User AutomaticallyConfiguration23R2.3

This feature automates adding an existing domain user to the Study Training Vault if the Study Person has a user account in the Clinical Vault. This feature reduces the administrative overhead for Vault Admin and IT users who must create domain users and associate them with the correct Person record.



Process Navigator: Administrator Defined Document ColumnsConfiguration23R2.3

With this release, Admins are now able to configure default columns that display in the documents grid of the Process Navigator Detail Page and the Favorites Page. Admins can define default columns for each Visual Hierarchy Object Type. If enabled, the Allow User to Override the Default Fields setting in the configuration permits a user’s preferences to override the default columns set by the Admin.

Process Navigator: Support for ImagesConfiguration23R2.3

Up to three (3) images (diagrams, tables, charts, or other images) can be added by a Process Owner or Admin to the overview section of the Process Navigator Detail Page. The images display as thumbnails.  Hovering over a thumbnail image displays the name of the document in a tooltip and clicking on the thumbnail opens the enlarged image in a modal window. Buttons in the modal window enable navigation from one image to the next. Images are stored in new optional fields (visual_hierarchy_image1__v, visual_hierarchy_image2__v, visual_hierarchy_image3__v) with field type Object (Documents) on the Visual Hierarchy (visual_hierarchy__v) object.

Process Navigator: Support for Images


"Add To Calendar" Link (Classroom Training)Auto-on23R2.2

The Classroom Training feature in Vault Training provides customers the ability to schedule, publish, and complete classroom training. When a classroom training is scheduled, Customers are able to schedule classroom training and the “Add To Calendar” link allows Learners and Instructors to add the event to their Google or Outlook calendars. The link goes out as an email notification and an in-app notification. If event details change, users are notified and Vault sends a new calendar link. Overall, this feature provides participants with awareness on when and where classroom training has been scheduled.

Session Location Field in Create Class DialogAuto-on23R2.2

The new “Add to Calendar” Link feature populates a classroom training’s location into the calendar invitation. For added visibility, this Session Location is now visible to Instructors scheduling a training session in the Create Class dialog.

Imported Training Assignment Handling UpdateAuto-on23R2.2

When a Training Requirement is moved to the Retired state, Vault will now cancel any imported Training Assignments (where Creation Source is Import) which are in an open state, such as Assigned.

Create Person Records AutomaticallyConfiguration23R2.3

In order to enhance the onboarding and offboarding experience, this feature automatically creates eligible Person records when a User account is active and also automatically sets Person records as ineligible for training when the User account is inactivated.

Set Quiz Completion Date for External & Evaluation Training AssignmentsAuto-on23R2.3

After a Learner passes a quiz for an External or Evaluation Training Assignment, Vault populates the Quiz Completion Date. Previously, this was only done for Vault Document Training Assignments.

SmartMatch: Support Multi-Select Picklist FieldsConfiguration23R2.3

The SmartMatch feature adds flexibility to the training matrix and improves automation for the assignment of training to Learners. Building on the functionality released in 23R2, SmartMatch now allows the multi-select picklist field type on Person and Curriculum. Vault Admins can use multi-select picklist field types to determine a match as long as there is a match on one of the values and/or if one value on the Person picklist field matches one value on the corresponding Curriculum picklist field.

User Interface Updates for Admin AlertsAuto-on23R2.2

Admin alerts have been updated for styling.


Auditor Profiles & QualificationsConfiguration23R2.3

Knowing who is authorized to perform a role on an audit can be difficult. An audit planned with an individual who is not qualified to do that work can be costly in both time and resources if that fact is discovered shortly before the audit is scheduled to occur.

To address this scenario efficiently, Vault QMS customers can now capture key demographic information about auditors, and manage the variety of qualifications that may be required for an auditor to perform any given role on various types of audits. Further, customers can now track and manage their own auditors’ progress towards those qualifications (including the history of audits performed by that auditor) to assess eligibility of an auditor to perform various types of audits all within Vault Quality. The resulting benefits are: 

  • When populating an audit’s Quality Team, only authorized and qualified individuals will be available for selection within each team role of the audit
  • Progress of any given auditor towards requisite qualifications can be tracked and found within Vault’s Auditor Profiles.

With this feature, customers’ audit teams will have clarity on what qualifications are required for an individual to appropriately perform a specific role during an audit, and who within their organization meets those qualifications. Lastly, the Auditor Qualifications engine is tied directly in to Vault QMS’ security, such that as Auditors satisfy the requisite criteria for certain Qualifications, they can be automatically granted specialized access to functions within the Vault - and further will automatically appear as eligible within specific roles on Audits in the system. This feature requires configuration to be used.

QMS: Complaint Automated Email IngestionConfiguration23R2.3

Organizations receive emailed complaints from consumers. Sometimes organizations capture consumer complaints through a website or call center, where they are logged in a Customer Relationship Management (CRM) system. When a complaint requires quality assurance attention, a Vault QMS user manually creates a complaint record. Alternatively, some organizations build integrations with systems that intake consumer complaints, and automatically create Vault QMS Complaint records.

This feature helps Vault QMS customers when it is not feasible to rely solely on manual creation of complaints, or an integration with another system to automate complaint creation. It enables customers to build an end-to-end automated complaint process by allowing organizations to configure a Vault Email Inbox to process Complaints received via email. When the Complaint Email Inbox receives an email, Vault automatically creates a Complaint. A system administrator can configure Vault to store the original email and any attachments on the new complaint record.

If the Complaint Email Inbox receives an email about a complaint that already exists in Vault (for example, sender replies to the original email, or replies to an automated notification sent via External Notification from Vault that acknowledges receipt of the complaint) that is sent to the Vault Email Inbox, Vault will record receipt of the additional email on the original Complaint record. Vault can also copy the subsequent emails, and their attachments, to the Complaint record.

QMS Inbound Email Address ConfigurationConfiguration23R2.3

This feature introduces a new configuration screen for QMS system administrators to specify the type of object record created when Vault receives an email to a particular email address. Administrators can use this screen to configure automatic creation of Complaints and Supplier Change Notifications from information contained in the received emails.

QRM: Risk Visualization HeatmapAuto-on23R2.3

A risk assessment can contain hundreds or even thousands of risks.  Prioritizing risks, identifying patterns, and developing a comprehensive understanding of the overall risk profile is challenging when an assessment contains so much data.  

This feature enhances the Risk Builder tool, enabling customers to present the risk assessment in a visual heatmap format. A heatmap organizes risks based on an assesment’s two-dimensional or three-dimensional Risk Matrix. Each cell in a heatmap represents a particular combination of Severity, Occurrence or Severity, Occurrence and Detectability. Cells are color coded to reflect the various Risk Levels defined in the assement’s Risk Matrix. The count inside a cell identifies the number of Risks within the assessment corresponding to the cell’s Risk Score. Users can click into a cell to display a list of all the associated Risks. In addition, the heatmap also provides easy to use Action Filters:

  • Count of all risks
  • Risks that do not have Risk Response assigned
  • Risks that are flagged
  • Count of Risks in each Risk Level.

Heatmap for a Risk Assessment Using a Two-Dimensional Risk Matrix:

Heatmap for a Risk Assessment Using a Two-Dimensional Risk Matrix

Heatmap for a Risk Assessment Using a Three-Dimensional Risk Matrix:

Heatmap for a Risk Assessment Using a Three-Dimensional Risk Matrix

Presenting risks in a visual heatmap helps organizations quickly understand the distribution of risks across Risk Levels, identify patterns, and prioritize mitigation activities.

The Risk Visualization heatmap feature is automatically enabled in Vaults that already use the Risk Builder tool. Learn more about how Admins can enable Risk Builder.

QMS: Inherit Quality Team from Multiple Source ObjectsConfiguration23R2.3

With this release, the Quality Teams framework of Vault QMS has been enhanced to support a single team’s Team Role which can inherit role memberships from multiple parent objects’ teams. In prior releases, in shared-parentage scenarios where a subprocess may be related to multiple parent processes (like an issue escalation, for example) the subprocess may have needed one team definition per object type to account for each type of parent process.

Now, in shared-parentage scenarios like Extension Requests, which may be derived from CAPAs, or Change Controls, or Audits, a single Extension Request team definition can be used for all of the types of Extension Request, intelligently inheriting its role memberships from the appropriate parent process record at runtime, with no interaction from the user during day-to-day activities.

The introduction of this functionality should facilitate reduced complexity in existing Quality Event-based QMS configurations, and dramatically simplify the configuration needs for Standalone Quality Event-based configurations.

End-user function will not be affected by this feature until Admins configure this feature to take advantage of these new capabilities. Admins reviewing the definition of Quality Teams will observe some labeling changes in Admin to facilitate this new feature immediately upon release.

QMS Feature Parity for MedTech ObjectsConfiguration23R2.3

With this release, in a step similar to the recent change for Vault QMS’s pharma-focused objects and Quality Event, the Vault data model for MedTech provides standalone data models for Non-Conformances, CAPAs, and Change Controls. These objects were previously managed as object types on the Quality Event object. No impact or action is needed for customers using the current Quality Event data model. Customers that are planning to implement one of the above processes are encouraged to leverage the standalone data model.

Quality Incidents Data Model & LifecycleConfiguration23R2.2

Maintaining a quality mindset during routine day-to-day tasks is an important component of a life science organization’s culture. Organizations want to enable their employees to notice and report incidents that have the potential to affect product quality.

While, in previous releases, organizations could create Quality Events, Deviations, and Nonconformances to capture and triage quality incidents, this could be inefficient because not all incidents require a full quality event process. Managing quality incidents as quality events skews quality metrics and creates a compliance burden for organizations during audits.

This feature adds a Quality Incident object and lifecycle to the QMS data model. As a result, anyone with a Vault QMS account can create a Quality Incident record. Quality organizations can triage an incident to determine if it is necessary to initiate a quality event. Information from a quality incident can be automatically copied to a quality event, including attachments on the incident that represent pictures and video documenting the incident.

Learn more about setting up Quality Incidents.

Create Related Record EnhancementAuto-on23R2.2

The Create Related Record entry action allows Quality Admins to automate creation of a related record based on the lifecycle progress of another record. Create Related Record automatically transfers some data from the source record to the new record.

In this release, the entry action is being enhanced, allowing system administrators to optionally configure whether attachments on the source record are copied to the new record.

This capability is being introduced to support creation of a quality event from a Quality Incident. Pictures and video of the incident that are stored as attachments can be automatically copied to the quality event.

Learn more about related record configurations in Vault QMS.

Quality Team Governor IncreasesConfiguration23R2.2

In support of the growing maturity and scale of our Vault QMS customers, this release introduces enhancements to the performance and scalability of the Quality Teams feature set throughout QMS. As a result, several of the configuration limits in this area previously enforced by Vault have been relaxed. Admins will no longer need to contact Veeva Support regarding configurations approaching these published values.

Quality Teams configurations can now globally support:

  • Up to 100 teams per Vault
  • Up to 10 roles per Quality Team
  • Up to 20 team members per Quality Team Role

Administrators with permissions to configure Quality Teams are now able to configure up to 100 teams in their Vault. This feature requires configuration to change the end-user behavior in your vaults, and your configured teams’ functions will not change until action has been taken by an Admin. Learn more about managing Quality Teams.

QRM: Additional Risk Assessment MethodologiesAuto-on23R2.2

Vault QMS’s risk management feature set (QRM) enables proactive management of risk for enterprise and operational processes using the Failure Mode and Effects Analysis methodology for processes (pFMEA). However, there are additional risk assessment methodologies commonly used by our customers. This feature enhances the Vault Quality data model to introduce support for the following methodologies:

  • dFMEA (Design FMEA)
  • uFMEA (Use FMEA)
  • Generic
  • What - If
  • HAZOP (Hazard and Operability Analysis)
  • HACCP (Hazard Analysis Critical Control Point)
  • Hazard – Harm

The data model changes are automatically added to customer Vaults, enabling Admins to configure these risk assessment methodoligies for their organization. If you are interested in learning about the Veeva best-practice configurations for each of these risk methodologies, please reach out to your Veeva account partner. Learn more about risk assessment methodologies supported in QRM.

QRM: Risk Builder FiltersAuto-on23R2.2

Vault QMS’s risk management feature set (QRM) enables organizations to manage risks associated with enterprise and operational processes, including support for risk assessments. The Risk Builder tool provides risk managers with an intuitive way to enter risk data in a risk assessment using a spreadsheet-like user interface.

A risk assessment can contain hundreds or even thousands of risks, so risk managers need a way to narrow the list based on certain risk criteria. This release introduces the ability to filter the list of risks within a risk assessment using the Risk Builder tool.

Risk filtering is automatically enabled in Vaults that already use the Risk Builder tool. Learn more about how Admins can enable Risk Builder.

Standard Data Model for Legacy Archive DataAuto-on23R2.2

With the need to preserve legacy archives from now-retired systems being a constant in Life Sciences systems, Vault QMS has introduced a standardized way for customers and partners to import, store and access legacy archive data.

This release introduces a new set of objects to support legacy archive data:

  • Legacy System: Identifiers for each legacy system with content being brought to Vault
  • Legacy Process Record: Houses the process data (CAPAs, findings, or others) from legacy systems
  • Legacy Process Artifact: Houses artifacts associated with migrated process data (attachments, snapshots, audit trails, or others)

These purpose-built objects provide a standardized framework within which partners can import migrated legacy data in a uniform way. Support includes standard relationships between these types of content or data as well as places to store related audit trails, attachments and associated metadata. The model’s core is all standard, however support for extension via additional configurable metadata fields is supported. Lastly, the Legacy Process Record and Legacy Process Artifact objects have been optimized for high volumes of data, mitigating risks involved when considering very large volumes of legacy data from prior systems.

These objects will be made available to Vault administrators for configuration with this release, however will require configuration to be exposed to, or to impact your users. Learn more about migrating legacy data to Vault QMS.

Quality/ClinOps: Issue Management ConnectorConfiguration23R2.3

Clinical teams identify, triage, and resolve issues encountered in the course of their clinical operations. Some issues require the quality assurance (QA) organization to investigate, perform root cause analyses, and institute corrective and preventative actions (CAPAs).

The Quality-Clinical Operations Issue Management Connection allows Vault Clinical Operations users to send an Issue to the QMS application in a customer’s Quality Vault. Upon receipt, Vault QMS creates a GCP Deviation record that is used by QA to perform an investigation, root cause analysis, and any appropriate CAPAs. The connector creates a hyperlink in the GCP Deviation record that points to the originating Issue record in the Clinical Operations Vault. It also creates a hyperlink in the Clinical Operations Vault’s Issue record pointing to the corresponding GCP Deviation record in Vault Quality.  Study information associated with the Clinical Operations Issue is automatically populated in the GCP Deviation record via the Quality-Clinical Operations: Study Data Connection.

The Quality-Clinical Operations Issue Management Connection standardizes how Vault Clinical customers manage quality issues. It eliminates the need to triage clinical issues outside Vault, and build investigation, root cause, and CAPA processes in their Clinical Operations Vaults. It supports the Vault QMS application’s standalone Deviation object and the Quality Event Deviation object.


eMDR: View & Edit Fields EnhancementConfiguration23R2.3

This new feature supporting electronic Medical Device Reporting (eMDR) expands on the pre-existing view-mode functions for Adverse Event Reports and MedTech Complaints, and now allows single-screen editing of fields directly on both the AER and MedTech Complaint records without the need of going into the underlying objects. This dramatically reduces needed clicks to fill out an AER’s sections A-H, and makes the overall AER more readable at a glance. User’s security across the objects is still respected.

While the feature supports setting up this streamlined interaction as the default behavior for users, this new experience does not forbid advanced users from directly navigating to those underlying objects to make their edits. Learn more about using eMDR in Vault Product Surveillance.

Health Canada UI Enhancement: View & Edit fields on AERConfiguration23R2.3

With the 23R2.3 release, the eMDR: View & Edit Fields Enhancement feature now accommodates the uniqueness of the Health Canada Adverse Event Report object type.

eMDR: 23R3 Validation UpdatesAuto-on23R2.2

In accordance with our commitment to keeping our customers in line with latest governing regulations, this feature implements the newest FDA Validations updated by FDA in August 2022. These enhancements will be automatically enabled as part of the VPS Run Validation action for the eMDR, EUMIR and HealthCanada Reports, and do not require any action to take advantage of.

The new validation rules that are implemented are:

  • No longer accept patient age without patient age unit
  • No longer accept blank product code
  • No longer accept implant date greater than explant date
  • No longer accept reports that do not include Adverse Event Problem codes
  • No longer accept reports that do not provide a contact email address

In addition, the maximum length of characters for the following fields has been increased.

  • Form Code: Maximum length now 6 characters
  • Exemption Number: Maximum length now 10 characters

VPS: Reportability Assessment EnhancementsAuto-on23R2.3

This feature adds several enhancements to reportability assessment functionality:

  • Adds a standard lifecycle for the Adverse Event Report Validation object
  • Allows users to create a new VPS: Reportability Assessment object record even if all other records are in Closed or Cancelled state type
  • Improves processing for Reportability Assessment Effects

VPS: Display Validation Errors in UIAuto-on23R2.3

With this feature, Surveillance displays validation errors within form sections on Adverse Event Reports. An icon appears next to errors with additional information displayed when a user hovers over it.

Validation Management

Additional Prompts for Test StepsAuto-on23R2.3

With this feature, test script authors can define additional prompts to further customize instruction-based prompts or response-based prompts that executors will need to follow during test execution. Additional prompts enable organizations to build highly configurable test scripts to satisfy their discipline-specific requirements for Equipment, Cleaning, Utilities, Facilities, Process Validation, and others.

This feature extends how prompts are defined for setup steps and execution steps in the Test Authoring interface, Test Execution interface, and Review interfaces. The supported additional prompts in this release include:

  • Text Instruction
  • Text Response
  • Number Response with Unit of Measure
  • Date/Time Response

A maximum of 15 additional prompts can be defined for each test step. Existing behavior for Setup Steps and Execution Steps relating to comments, attachments, discrepancies, verdicts, requirements, and test step changes has been extended to support additional prompts. Learn more about adding prompts in test steps.

Workflow Participants Support for Validation TeamsConfiguration23R2.3

Currently, Validation Teams can define roles and control access at the record level but do not work with workflows. With this feature, customers can configure their workflows to select participants from roles or leverage roles from Validation Teams as workflow participants.

The workflow will get users from roles through Validation Team Assignment as well as standard user reference fields such as Requirement Owner, Activity Owner, Deliverable Owner, Author, Executor, and Discrepancy Owner. Learn more about setting up Validation Teams.

Quality Data Model Changes

See 23R3 Quality Data Model Changes.



Health Authority Meeting ObjectConfiguration23R2.3

With this release, we are expanding Health Authority (HA) Interactions management in Vault RIM to enable organizations to prepare and plan for meetings with Health Authorities. 

The Health Authority Meeting object allows organizations to record important details about each meeting, such as the type, format, and date, along with a summary of what was discussed. Furthermore, meeting materials can be easily linked to each meeting record. 

Users can track the progress of HA meetings using object lifecycle states and connect meeting information to other key areas, such as HA Questions, Commitments, and Regulatory Objectives.

New Labeling Document FieldsConfiguration23R2.3

With this release, new shared document fields and their associated picklists are added to support RIM best practice for Labeling: Labeling Components Included (field and picklist), Carton or Container Label Type (field and picklist), and Tracked Changes/Redlines.

Respect Matched Document Atomic Security in Content PlansConfiguration23R2.3

When users drag and drop documents from their desktop or the Library, Vault now respects any configured Atomic Security for the Content Plan Item. Additionally, when synchronizing Content Plans, Vault respects any configured Atomic Security for the following actions: Add Document, Remove Document, Lock Version, Exclude Document, and Include Document. When configured, users must be assigned a permission set with the Application permission for EDL Matching, Edit Document Matches.

Support Additional Fields in Sync Content PlanAuto-on23R2.3

With this release, additional fields will be compared when synchronizing Content Plans. During the comparison between the Global Content Plan and Submission Content Plans, Vault now includes the Content Plan field Section Owner as well as the following Content Plan Item object fields in the comparison: Expected Steady State Count, Source for Published Document, Publishing Element, Include eSignatures, and Deliverable Owner.

RIM Registrations

Support for EUDAMED XML Schema v2.0.8Auto-on23R2.2

With this feature, Vault generates EU UDI Submissions using the EUDAMED XML Schema v2.0.8, which now expects a country code of EL for Greece instead of GR.

UDI Data Model Updates for EU and USAuto-on23R2.2

With this release, we are updating the data model by moving the source locations for some of the UDI attributes. This data model update will bring the following benefits to our customers:

  • Migration of the initial set of UDI data into Vault will become much easier.
  • Faster identification and correction of the source values will be possible when there are UDI submission validation errors.

With this data model update:

  • Most source data for a Basic UDI-DI will now be available on the Product record that has that device identifier.
  • The Packaging record that has that device identifier will display most source data for UDI-DI.

Support for Certification Bodies in Multiple Markets for Medical Devices ApplicationsConfiguration23R2.2

In previous releases, the Notified Body field was restricted to supporting only the European Union (EU) on medical device applications.

In this release, business users can now use the same field to select approved Certification Bodies for other major markets.

Furthermore, the Notified Body field is relabeled to Certification Body and will only display relevant Certification Bodies for the selected Lead Market on the Application.

Use for Registrations Wizard UpdatesAuto-on23R2.2

Team members can now use the Use for Registrations field on the Application and Regulatory Objective-related records to specify related records that should be considered when Vault creates or updates Registered Details.

When initiating the Create Registrations or Manage Registered Details action, Vault will only create or update Registered Details for related records where Use for Registrations is set to “Yes.”

This new field provides increased flexibility for managing Registered Details and prevents Vault from creating unwanted registered details.

RIM Registrations, RIM Submissions, RIM Submissions Archive

Generate Active Dossier from Event (Manual Support)Auto-on23R2.3

This feature adds a new Dispatched value to the Active Dossier Status picklist to support tracking documents that are ready for use in a submission for a market but not yet submitted. The Active Dossier Editor and Viewer are also made accessible from the Event to support viewing and manual generation of Active Dossier records. Active Dossier records can be created from the Active Dossier Editor opened from an Event record by dragging and dropping a Vault document link and selecting one or more related Activities for which to generate records.

RIM Submissions, RIM Submissions Archive

Map Multiple Document Types to Active Dossier TemplateConfiguration23R2.2

To support more granularity in the Active Dossier Template, multiple document types can now be mapped to the same template record. In some sections of the current Active Dossier Template, multiple document types apply for a single section. Previously, only a single document type could be mapped to an Active Dossier Template. Additional flexibility was developed so customers can track Active Dossier elements at their preferred level of document classification.

For example, this will allow Active Dossier Template mapping for Facilities and Equipment for documents written at the 3.2.A.1 level, or to multiple documents at the 3.2.A.1.X level.

Map multiple documents to one template

Active Dossier Consolidated SectionsAuto-on23R2.2

Active Dossier Viewer is being made easier to navigate and manage by simplifying the Active Dossier structure. The following tokens will be removed from the Active Dossier Template to reduce duplicate sections:

  • 3.2.S: Product Variant and Manufacturer
  • 3.2.P: Product Variant and Manufacturer
  • 3.2.P.4: Manufacturer
  • 3.2.A.1: Product, Product Variant, and Active Substance
  • 3.2.A.2: Product Variant and Manufacturer
  • 3.2.A.2: Manufacturer

Removing the tokens for these sections will condense the sections that appear in the AD Viewer, without reducing the number of documents or data being displayed. A new Application Setting will allow Admins to enable this functionality beginning in 23R3.

Tokens resulting in duplicate sections:

Tokens resulting in duplicate sections

Tokens removed and Admin setting enabled:

Tokens removed and Admin setting enabled

RIM Submissions

Respect "Use for Content Planning" Field in Dispatching Global Content PlansAuto-on23R2.2

Event record relationships are copied to the Global Submission record upon its creation, and further propagated to local Submissions. In some cases, the Event relationships are created at a more granular level for managing Registrations than are needed for Submissions. Beginning automatically in 23R2, if Use for Content Planning = No on a target Submission relationship record, the resulting local Submission Content Plan will respect that setting upon Global Content Plan Dispatch.

Use for Content Planning field

RIM Submissions Archive

eSTAR Submission Format SupportAuto-on23R2.3

With this release, MedTech customers can import Submissions Archive 510(k) electronic submissions in the eSTAR format. In order for the Submission to be processed as an eSTAR, Submission managers must select eSTAR as the Dossier Format on the Submission record.

This eSTAR format is an XFA interactive form that guides applicants through a comprehensive medical device submission.

Viewer: Collapse All User ActionAuto-on23R2.3

With this release, a Collapse All user action is available in the Submissions Archive Viewer section nodes where Expand All is shown. The rows collapsed as a result of this action are excluded from the total count, allowing users to further expand other areas.

Viewer: Display Country-Specific SectionsAuto-on23R2.3

With this release, the Submissions Archive Viewer displays country-specific sections based on a combination of the eCTD County Code and Country Code fields.

RIM Publishing

Configurable Validation CriteriaConfiguration23R2.2

With this release, Vault provides five new validation criteria rules that can be configured to meet the needs of multiple regions for non-eCTDs. The validation criteria rules validate the file path length, file size, folder name length, file name length, and valid characters.

Link EvaluatorConfiguration23R2.3

Link Evaluator introduces a new Evaluate Links user action to efficiently review and correct hyperlinks within a Submission Content Plan (CP) or its Content Plan Items (CPI). When a user selects Evaluate Links from a CP or CPI All Actions menu, a new page containing the Link Evaluator will open.

Link Evaluator 1

A navigable Linking Pane lists all CPIs with filtering and visual indicators to indicate where valid or broken links are found. Selecting a CPI in the Linking Pane loads all hyperlinks for that CPI. The resulting Linking Table contains quick filters for All Links, Broken Links, External Links (inter-document links), and Automated Links (coming soon). Users can click on all hyperlinks from the Linking Table to test their validity, check that the correct target opens, and fix any incorrect or broken links.

Link Evaluator 2

Benefits of using Link Evaluator include:

  • Quick and comprehensive identification of all hyperlink sources and targets in a single screen.
  • Easy review of all internal and external hyperlinks, whether embedded in source, manually created in Vault, or created with automation.
  • Efficiently identifying and retargeting broken hyperlinks for all documents in the submission.

Publishing South Korea eCTD 1.0Configuration23R2.3

With this release, RIM Publishing Vaults support the KR FDA v1.0 (DTD 1.0) specification. Users can now create Content Plans and generate Submissions that are compliant with KR v1.0 specification. Vault validates these submissions based on the corresponding KR Validation Criteria Version.

RIM Data Model Changes

See 23R3 RIM Data Model Changes.


The Safety 23R2.3 release, including all Platform features, is scheduled for tentative availability on September 28, 2023. For the latest central dictionary updates for your Safety Vault, see Safety Central Dictionary Updates.


EMA Clinical Trial Submissions: Non-Study Suspect ProductsConfiguration23R2.2

Vault Safety now supports submitting Clinical Trial Cases with the Spontaneous Report Type. This feature aligns with the European Union (EU) Good Vigilance Practice (GVP) Module VI guidelines, particularly for Clinical Trial Cases involving adverse events related solely to non-investigational medicinal products available in the EU. In order to accomplish this, a new Report Type Override field on Transmissions enables overriding the Report Type at the Transmission level. This feature enhances compliance with regulatory requirements.

Learn More

Multi-E2B Import Limit IncreaseAuto-on23R2.2

Vault Safety now supports the import of up to 1,000 E2B files in zip or batch XML format to Inbox Items and Imported Cases. Previously, the default limit was 100. This feature improves the efficiency of importing multi-Case files.

Learn More

Case Access by Local PV EmailConfiguration23R2.2

This release introduces a new feature for Case Access Groups. Admins can now assign Access Groups and manage access to Inbox Items, Cases and their associated documents based on the sender’s email address. Previously, access to emailed Inbox Items lacked control based on the sender’s region or email. This posed a compliance risk as it prevented the restriction of access to personally identifiable information (PII) in accordance with local data privacy regulations. Managing Inbox Item access based on the sender’s email ensures compliance with regulatory requirements and enhances Safety measures.

Learn More

Copy Dosage During Intake and Case ProcessingAuto-on23R2.2

With this release, Vault Safety provides the ability to copy Product Dosage records during Intake and Case Processing. Currently, Intake users and Case Processors must often manually enter multiple Product Dosages that are very similar. Additionally, Vault Safety now optimizes keyboard navigation between fields in the Product Dosage section. This feature improves efficiency by reducing manual re-entry of information and enhancing field navigation.

Learn More

Auto-Population of Case Product Registration HolderConfiguration23R2.2

To support Organizations with products registered with unique Marketing Authorization Holders (MAHs) in different countries, Vault Safety now populates the value in the Registration Holder/Applicant field from the Product Registration record in the Registration Holder field on the Case Product record. If this field is blank, the Registration Holder is populated with the Organization value from the Product Registration.

Learn More

Harmonized Assessment Result GenerationAuto-on23R2.2

For all Case generation methods, Vault Safety offers more consistent generation of Source Type on Case Assessment Results. Previously, the Case Contact designated as Primary determined the Source Type for postmarket and non-Clinical Trial Study Cases. Now, at either the Case Contact or Adverse Event level, a healthcare professional’s report is prioritized over that of a non-healthcare professional when populating the Source Type on Assessment Results. In addition, during Case import, Company and Reporter data is populated based on the E2B file exactly, giving more control to Case Processors to identify and follow up on missing or incorrect information.

Learn More

Active Case LicensingAuto-on23R2.2

Vault Safety now displays active Case count statistics for the Safety Management application. Previously, customers had to request this information from Veeva. This feature enhances transparency for all parties involved and offers more accurate annual tracking of the utilization of Case licenses.

Learn More

Japan Drug Dictionary (JDD)Support23R2.2

Vault Safety now includes a central Japan Drug Dictionary (JDD), available when processing Domestic Cases for Japan. This feature supports the lookup and coding of JDrug codes for External Products, which are exported to PMDA E2B(R3) reports when generating Transmissions. Previously, adding these codes required manual offline lookup and entry. New JDD versions are uploaded to the central dictionary when available. Admins can specify which version will be used for JDrug coding on the Vault.

Learn More

Support Cross Reporting for Non-Company ScenariosConfiguration23R2.2

With this release, Vault Safety supports generation of cross reports for Non-Company sponsored studies and Non-Company Products. Previously, Vault Safety could not generate cross reports for any Study or Product that did not have a registration.

Business Admins can now specify a Study as a Non-Company Sponsored Study. The system will then consider Investigational→Investigational and Investigational→Marketing cross reporting scenarios for the products within the Study.

Similarly, Business Admins can specify a Product as a Non-Company Product. The system will then consider Marketing→Investigational and Marketing→Marketing cross reporting scenarios for the Product.

Learn More

Configurable Substance Matching for Cross ReportingConfiguration23R2.2

With this release, Vault Safety includes agency-specific methods for Substance matching during cross reporting. This feature supports agencies that require Case Substances to match exactly with agency-registered substances. With the added flexibility, for each agency Admins can set cross reporting evaluations of Case Substances as a subset, a partial match, or an exact match.

Learn More

Cross Reporting without Expectedness SubstitutionAdmin Checkbox23R2.2

When evaluating cross reporting, expectedness can now be optionally calculated from General Reporting logic. If this option is selected, Cross reports to all destinations consider the expectedness values at the Case Assessment Expectedness or Case Assessment levels. Previously, expectedness could only be calculated based on substituted Products or Study Datasheets. This feature ensures compliance and accurate reporting.

Learn More

Case-Level Nullification and Amendment Reasons for TransmissionsConfiguration23R2.2

Vault Safety now supports Case-level Reasons for Amendments and Nullifications. When available, this data is exported to E2B files. This feature allows Case Processors to enter the value once at the Case-level, improving efficiency and compliance.

Learn More

Show Unmasked Open-Label Products on Blinded FormsAdmin Checkbox23R2.2

Vault Safety now includes the option to export unmasked open-label Products within blinded Studies on blinded CIOMS I and FDA 3500A forms.

If Support previously enabled this feature in your Vault, you do not need to take any action to continue unmasking open-label Products within blinded Studies on blinded forms.

Learn More

Export Product (Reported) to CIOMS I and FDA 3500AAdmin Checkbox23R2.2

With this release, when the Case Product (Reported) field is populated, it is exported by default on CIOMS I reports in the 14 Suspect Product(s) field and on FDA 3500A reports in the C1.1 Name and Strength and D1 Brand Name fields. Previously, the Product (Coded) field was populated when the Product (Reported) field was expected. Admins can manage whether to export the reported or coded Product by default.

Learn More

CIOMS II Line Listing EnhancementsAuto-on23R2.2

Vault Safety introduces additional enhancements to the CIOMS II Line listings. You can now incorporate narrative previews, reporter comments, and company comments on the CIOMS II Report. Additionally, the system now populates the reporter’s country when the Event Country field is empty. By supporting additional fields, the CIOMS II has gained flexibility. As a result, the CIOMS II Line Listings has increased adaptability and encompasses a wider array of reporting requirements.

Learn More

Criteria Page on Aggregate ReportsConfiguration23R2.2

Vault Safety now provides an option to display a criteria page at the beginning of each of the Aggregate Reports using an “Include Criteria Page on Documents” checkbox. The following summary information is displayed on the criteria page:

  • Report Parameters (for example, the Document Name and Organization)
  • Filter Parameters (for example, the Product Family, report period start and end date, and States to Include)
  • Output Parameters (for example, Indicate Unexpected Terms and any additional fields displayed)
  • Legend (for example, * indicates an Unexpected Event)

Previously, while some of the filter criteria could be displayed in the header and footer of an Aggregate Report, it was not user-friendly. Using a summary criteria page, this feature highlights and clarifies valuable information on Aggregate Reports.

Learn More

DSUR: Generate Masked AppendicesAuto-on23R2.2

Vault Safety now generates masked versions of the following documents for the DSUR when masked generation is specified:

  • Appendix: Cumulative Summary Tabulation of Serious Adverse Reactions from Clinical Trials.
  • Appendix: List of Subjects Who Died During the Reporting Period

Previously, only the DSUR Interval Line Listings of Serious Adverse Reactions and Cumulative Tabulation of Serious Adverse Events from Clinical Trials were generated as masked.

Learn More

DSUR and PBRER: Summary Totals and Separate Log FilesConfiguration23R2.2

This release introduces several changes to the DSUR and PBRER aggregate reports.

The DSUR Cumulative Tabulation of Serious Adverse Events from Clinical Trials and the Appendix: Cumulative Summary Tabulation of Serious Adverse Reactions From Clinical Trials now display totals for each MedDRA System Organ Class (SOC) and MedDRA Preferred Term (PT) as well as a grand total.

The PBRER Cumulative Tabulation of Serious Adverse Events from Clinical Trials and the Summary Tabulation of Adverse Drug Reactions from Postmarketing Sources display totals for each SOC and PT as well as a grand total.

Additionally, DSUR and PBRER Log files are now generated as separate files using the new “Log” Document Classification type. The Summary Tabulation of Adverse Drug Reactions from Postmarketing Sources Log also includes additional information to validate the report and correlate the tabulation results with the log of Cases.

Admins must upload new templates before enabling this feature.

Learn More

PMDA Due Dates Based on Localized Case AssessmentsSupport23R2.2

In 23R2, Vault Safety introduced PMDA Local Assessments and Expectedness as part of the PMDA Local Case Processing Automations feature, with the plan to update the associated Reporting Rules in a later release. In 23R3, the PMDA Reporting Rules run on and calculate due dates for each Localized Case Assessment on a Localized Case for Japan. Admins control whether Localized Due Dates are calculated based on the Global Case New Info Date or the Localized Case Local Awareness Date.

Learn More

Mask Dosage in Blinded DistributionsAdmin Checkbox23R2.2

When Study Content Protection is set to “Mask Unblinded Content”, Vault Safety can now mask dosage information when generating CIOMS I, FDA 3500A, and E2B reports. Enabling masked dosage prevents exposing sites or personnel to unblinded dosage information they should not see.

If Support previously enabled this feature in your Vault, you do not need to take any action to continue masking dosage information.

Learn More

Study Content Protection for Generated DocumentsAuto-on23R2.2

Blinded users can now be configured to view masked documents when a Study is unblinded. Previously, Vault Safety activated blind protection on masked documents, which prevented blinded users from accessing them during the unblinding of Study Cases.

Safety Inbox Loader: Multi-Case CSV Data ImportConfiguration23R2.3

With this release, Admins can configure the creation of Inbox items from multi-Case CSV files. This feature streamlines intake from multi-Case CSV files by automatically bulk-importing up to 1,000 Cases to Inbox Items using a pre-defined mapping. Health authorities, such as Health Canada, often provide Case listings in tabular formats. Additionally, Marketing Authorization Holders (MAHs) use custom tabular files to collect Cases. Previously, customers manually identified and entered Cases in Vault Safety, which was time-consuming and prone to errors. An import log attached to the source document summarizes the imported data and includes warning and error messages.

This enhancement streamlines the triage and intake process and ensures faster and more accurate data entry, significantly improving efficiency and reducing the risk of human error.

Merge and Follow-up of Localized FieldsAuto-on23R2.3

Vault Safety can carry over localized fields from inbox items to domestic Follow-up Cases through the Case Compare page. When merging with a previous Case version to create a Follow-Up Case, new and edited localized fields are copied over to the Follow-up Case if the corresponding global fields have not been ignored or deleted.

This feature is Auto-On in Vaults with Domestic Case Processing and/or Local Case Import to Inbox Item enabled.

Case Volume MetricsConfiguration23R2.3

Vault Safety introduces a new capability to capture overall Case volume. With this functionality, you can monitor the Case volume in each step of the Case Lifecycle. You can visualize Case Volume Metrics in chart format, such as the number of completed and in-progress Cases as well as the comparison between optimal days and optimal hours. Admins can also export the Case Volume Metrics for further analyses. The metrics frequency is configurable to track Case volume on a daily or hourly basis. This feature enhances Case Processing efficiency metrics and reduces manual effort.

Case AssignmentConfiguration23R2.3

Vault Safety now supports assigning Inbox Items and Case Processing activities to Case Assignment Teams, which are based on Case Access Groups. Case Assignment Teams can help distribute work based on metrics (such as team members and assigned Cases) and ensure activities are delegated to the appropriate teams and team members while balancing workload. Team leaders have access to these metrics and can assist in individual assignments.

Local Datasheet Unexpectedness OverrideAuto-on23R2.3

When the same MedDRA Criteria are Unexpected on the Local Datasheet and Expected on the Core Datasheet, Vault Safety now evaluates Adverse Event Expectedness based on the Local Datasheet. Previously, the system prioritized the Core Datasheet when the same MedDRA Criteria appeared on both Datasheets with this setup. In the opposite scenario, where the MedDRA Criteria is Expected on the Local Datasheet and Unexpected on the Core Datasheet, Vault Safety continues to evaluate Adverse Event Expectedness based on the Local Datasheet.

Extend Definition of Suspect to Drug Not AdministeredAdmin Checkbox23R2.3

Admins can now configure Vault Safety to evaluate Case Products with a Drug Role of Drug Not Administered as suspect products. When turned on, this functionality extends across Inbox Item intake, Case processing, ICSR Submissions and Distributions, and aggregate reports. Previously, the definition of suspect could include Case Products with a Drug Role of Suspect or Interacting only.

PSUR: Summary Totals and Separate Log FilesConfiguration23R2.3

The PSUR Summary Tabulation of Serious Unlisted Adverse Drug Reactions and Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions now display totals for each MedDRA System Organ Class (SOC) and MedDRA Preferred Term (PT) as well as a grand total.

The styling of the tabulation report has also been updated for better usability.

Additionally, Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions Logs are generated separately in a single Log file, using the new “Log” Document Classification type. The Log includes a “Report Tab” column to distinguish Cases as “Serious Unlisted” or “Serious Listed and Non Serious”.

Admins must upload a new template before enabling this feature.

DSUR and PBRER: Enhanced SAR Line Listing ReviewAdmin Checkbox23R2.3

This feature improves clarity when reviewing the DSUR and PBRER Interval Line Listings of Serious Adverse Reactions (SAR) by displaying additional relevant information and styling enhancements:

  • The report now displays Case Assessment Results in the “Comments” column for each listed product and event.
  • A Trial Number row groups the System Organ Class (SOC) terms and Cases below it.
  • The report displays subtotals of Cases for each Trial and SOC and a grand total of Cases.
  • The report applies shading to the “Trial #” row and includes a line to separate multiple products within the same Case.

PMDA Clinical Trial Reporting EnhancementsAuto-on23R2.3

With this release, Vault Safety provides clinical trial-related PMDA E2B(R3) generation enhancements to address the revised pharmaceutical affairs law requirements for clinical trial submissions and TIKEN scenarios.

  • When reporting Study Cases for Studies registered in Japan, the system populates the J2.12 Clinical Compound Number (CCN) data element based on the Study’s CCN when available. When the CCN is blank on the Study, the system continues to map the CCN of the Primary Case Product Registration from the Local Reporting Details. In both scenarios, the J2.13.r section repeats for each Study with a Japan Study Registration that has a Clinical Compound Number field with the same CCN transmitted in J2.12.
  • When a foreign Case has multiple Japan-reportable investigational Product registrations with the same substance, the system provides a way to configure multiple CCNs for a single Case primary Product.
  • In a scenario where a foreign Case includes both postmarking and investigational registrations and meets the Under Partial Change Trial criteria so that the PMDA requires only a postmarketing Transmission, selecting the new TIKEN field in the Product Reporting Details section prepends “TIKEN” on the G.k.11 Additional Information on Drug (free text) data element. In addition, Admins can now set up product registrations with the new “Under Partial Change Trial (TIKEN)” registration type.
  • In generated PMDA E2B(R3) reports, on the J2.4.k License Category of New Drug and J2.14.i Expectedness data elements, the J-OID Code System version is updated to 1.2.

This feature is Auto-on, however some components require additional configuration.

PMDA Submission Validation EnhancementsAuto-on23R2.3

Vault Safety has updated the PMDA Submission Validation Criteria to reflect the PMDA Data Model changes made in the 23R1 release. This enhancement also addresses previously reported PMDA validation issues to ensure compliance with PMDA regulatory reporting requirements.

Safety-RIM Product Connection (Safety)Configuration23R2.3

The Safety-RIM Product Connection automatically transfers Product Family, Product, Product Variant, Substance, Product Registration, and other records from RIM to Vault Safety. This automatic transfer from RIM to Vault Safety aligns product and registration data across these application families. This eliminates potential user errors of manually creating these records in Vault Safety and provides a common set of products in RIM against which to record Safety Cases.

Safety Feature Enablement Updates

Enablement updates apply to the following features in this release:

Feature Previous Enablement New Enablement
Upgrade/Downgrade Transmission State Evaluation Support (23R2) Auto-on (23R2.2)
Use Adverse Event PT on CIOMS and MedWatch 3500A Support (21R1) Admin Checkbox (23R2.2)
Japan Drug Dictionary (JDD) Support (23R2.2) Configuration (23R2.3)
PMDA Due Dates Based on Localized Case Assessments Support (23R2.2) Configuration (23R2.3)

See the following articles to learn more about and configure these features:

Safety & SafetyDocs

MedDRA UI Enhancements for Non-Case CodingAuto-on23R2.3

With this release, Vault Safety and Vault SafetyDocs have enhanced the MedDRA control interface for Datasheets, Watchlists, MedDRA Queries, Product-Event Combinations, and Product-Event Dispositions to display the full hierarchy to which a term has been coded. This updated interface also supports auto-coding to any level in the MedDRA hierarchy. These enhancements provide greater granularity, making it easier to understand where a term is situated within the MedDRA hierarchy, which is important for tracking purposes.

There is no change to the MedDRA interface for Cases and Inbox Items that include reported terms.


Import Literature References from Database FilesConfiguration23R2.3

With this release, Vault SafetyDocs can intake literature references in bulk from third-party databases using the Research Information Systems (RIS) format. All relevant information can be automatically mapped into the system, which saves time and reduces the need for manual data entry, allowing for easier literature processing.

PSMF: Table of Contents Page Linking ChangeAuto-on23R2.3

This feature changes how hyperlinks generate in the PSMF Table of Contents (ToC). In PSMF PDFs, ToC links will now resolve within the same document. This enhancement makes it easier for non-Vault users to navigate the PSMF.

PSMF: Table of Contents Page Numbering ChangeAuto-on23R2.3

With this release, Vault SafetyDocs applies continuous, sequential page numbering to the PSMF PDF, including the generated Table of Contents. Page numbers throughout the PDF are now displayed as a single series from 1 to N in Arabic numerals.

PSMF: Suppress Logbook & eSignature Page on GenerationConfiguration23R2.3

With this release, Vault SafetyDocs can suppress the auto-generation of the standard PSMF logbook and/or eSignature page when generating a PSMF PDF where a custom logbook or eSignature page has been defined. This enhancement gives users more control over customizing their logbooks and eSignature pages.

Aggregate Report Template ManagementConfiguration23R2.3

With this release, Vault SafetyDocs provides templates for all major Aggregate Reports (PBRER, PSUR, DSUR, PADER, and CIOMS II) as well as custom reports. These templates auto-generate tasks that break down the report authoring process into manageable steps for authors based on guidance from regulatory agencies. Having pre-defined report templates with auto-generated tasks reduces the need for manual data entry and duplication, enhancing the efficiency and accuracy of Aggregate Report authoring.

These templates are a useful starting point but customers are encouraged to customize them to align with their business processes.

Aggregate Reporting: Extract Report to DocumentConfiguration23R2.3

Vault SafetyDocs now provides the ability to run a Vault Report and automatically generate a document from it to make relevant data easily available for Aggregate Report authoring. Previously, users needed to locate the report, run it, export it to an Excel or PDF format, and then re-upload it as a document. With this feature, this process has been automated to reduce manual work and allow authors to easily access data from line listings, tabulations, and other custom reports for their Aggregate Reports.



Periodic ReviewConfiguration23R2.3

The Periodic Review feature allows for more streamlined and collaborative periodic reviews, with all information collated from multiple data sources. Periodic Reviews enables customers to set up reusable templates for different types of reviews, capture data related to quality events that inform the review process through automated generation, and assign tasks associated with the review.

Annual Product Quality ReviewConfiguration23R2.3

The Annual Product Quality Review (APQR) feature allows customers to capture data related to an annual evaluation of a product assessment. As part of a periodic review process, customers can assign data compilation tasks, auto-generate reports into documents, and generate a Final APQR Report based on the data stored in the record. The Final APQR Report consists of Quality data from multiple sources, the summarized results of the review, and the recommendations from distinct subject matter experts.

Learn more about APQR.

Generate Document from ReportAuto-on23R2.3

This feature enables customers to generate a document from an exported Report directly from a Periodic Review Item as part of a periodic review process, such as APQR. Running this action generates an associated document based on an export of a specified report.

Learn more about Document Generation.

Skip Checklist Assignment for Previously Assigned ChecklistsAuto-on23R2.3

This feature enhances the behavior of the existing Manual Checklist Assignment user action available in the Audit lifecycle. Triggering this action now will skip assigning checklists to previously assigned users in an Audit Checklist, avoiding duplicating checklist tasks for the same users and assigning checklists to any newly-added users. This creates more clarity for users working on a checklist and removes any confusion pertaining to duplicate tasks.

Learn more about audit checklists.

Enhanced Configurability for Product GroupAuto-on23R2.3

In this release, we have added the ability for Admins to configure the attribute System manages field value for the Name (name__v) field on the Product Group (product_group__v) object. Customers can now add configurability for naming conventions on the Product Group object, allowing more flexibility for customers to provide custom naming conventions that suit their needs.

HACCP Flow Diagram: Easily Identifiable Process StepsConfiguration23R2.3

This feature introduces additional process step types for HACCP Plans, represented as easily identifiable shapes on the HACCP Flow Diagram. The following new process step types are available from the Diagram Symbols panel:

  • Material: Represents a step in which a material is processed.
  • Logistics: Represents a step in which a material is stored or distributed.
  • Connector: Represents a connection to another HACCP Flow Diagram.

Learn more about the HACCP Flow Diagram.

HACCP Flow Diagram: Managing Hazard AnalysisConfiguration23R2.3

This feature offers the ability to view and manage Process Hazard Analysis directly from the HACCP Flow Diagram. Customers can select any type of HACCP Plan Process Step except Connector to create, review, and update hazard analysis information for that process step in the Information panel.

Learn more about managing Hazard Analysis with the HACCP Flow Diagram.

HACCP Hazard Analysis

COA UX EnhancementsConfiguration23R2.3

This feature adds additional UX improvements to previously delivered features, such as the Analyze COA, Analyze Inspection, and Delete Inspection actions and job notifications.

Learn more about the UX improvements for COA analysis.

COA EnhancementsConfiguration23R2.2

This feature adds additional UX improvements to previously delivered features, such as the Analyze COA action and job logging, along with additional minor backend functionality to enhance COA post-processing capabilities.

Learn more about the minor improvements for COA analysis.


Risk Management: Support for 2D and 3D Matrices in the Same VaultConfiguration23R2.3

This feature provides the flexibility to create 2D and 3D Risk Matrices in the same Vault, eliminating the need to choose between 2D or 3D. Both types of Risk Matrices can be used in the same QualityOne Vault, depending on Risk Study requirements (for example, using 2D matrices for HAZOP studies and 3D matrices for p-FMEA studies).

Learn more about Risk Management.


The RegulatoryOne 23R2.3 release, including all Platform features, is targeted for tentative availability on October 3, 2023.

Compliance Management

Quantitative AssessmentsConfiguration23R2.2

This feature introduces the quantitative assessments data model and functionality, which allows users to compare the total concentration of substances in a formula to local market restrictions and to determine whether a formulation is compliant in that region early in the product development lifecycle. Vault automatically populates certain fields on new Quantitative Assessment records based on field values, ensuring compliance information matches data captured in existing records.

Learn more about Quantitative Assessments.

Automate Quantitative AssessmentsConfiguration23R2.3

This feature automates the creation of Quantitative Assessment records for substances of concern. Vault suggests which records to create after iterating through a list of ingredients for regulated substances and determining whether their concentrations are within acceptable limits in specified local markets, saving users time and reducing errors.

Create Quantitative Assessments

Registration & Dossier Management

Defining Registration Item Requirement Order for Dossier BindersAuto-on23R2.2

As of this release, customers have the ability to define a default order for Requirements, which carries over to the Registration Item Requirements created by the Generate Requirements action. Binders generated from these Registration Item Requirements maintain the default order, so users do not have to reorder them each time they run the Create Dossier action.

Learn more about defining default order for Requirements.

Remove Create Registrations in Bulk FeatureAuto-on23R2.2

As of this release, we have removed the Create Registrations in Bulk feature, which we no longer support. We have replaced this functionality with the Local Impact Assessment feature (released in 22R1), which allows users to generate the appropriate Registration records within the registration process and makes the Create Registrations in Bulk feature unnecessary. All customers previously using the Create Registrations in Bulk feature have already moved to other features prior to this release, and no customer is directly impacted by the removal of this feature.

Registration Item Requirement Hierarchy Viewer Enhancement: OrderingConfiguration23R2.3

As of this release, Registration Item Requirements created by the Generate Requirements action maintain their default order when viewed in the Registration Item Requirement Hierarchy Viewer and users can reorder requirements directly in the viewer, minimizing the time spent modifying the order before generating a Dossier Binder.

Reordering Registration Item Requirements in the Registration Item Requirements Hierarchy Viewer

Registration Item Requirement Hierarchy Viewer Enhancement: View Matched DocumentsAuto-on23R2.3

As of this release, the Registration Item Requirement Hierarchy Viewer displays the matched documents associated with each requirement and provides users with the ability to navigate to each document directly from the viewer, reducing the time users spend reviewing all documents in a dossier.

Registration Item Requirement Hierarchy Viewer with matched documents

23R3 Registration & Dossier Management EnhancementsAuto-on23R2.3

This feature introduces several data validations and error handling which ensure customer data is correct and clean, including:

  • Each Registration Item Requirement can only have one (1) EDL and one (1) EDL Item related children.
  • The Registration Item Requirement Hierarchy Viewer displays an error if any of the Registration Item Requirements link to multiple EDLs or EDL Items.

Additionally, when users run the Local Impact Assessment action, Vault updates the Regulatory Process Type field when applicable, ensuring the field always reflects the correct value.

This feature also removes the Relational Token and Object Mapping tabs. These are replaced by the equivalent pages on the Application Configuration section of the Admin > Configuration page introduced with the Admin UI to Manage Relational Tokens & Object Mappings feature in 23R1.

Veeva Claims

The Veeva Claims 23R2.3 release, including all Platform features, is targeted for tentative availability on October 3, 2023.

Veeva Claims

Direct Access to Claims from Substantiation DocumentsConfiguration23R2.2

Most claim Substantiations reference an underlying substantiation document linked by a related reference field on the record. This feature introduces the new Substantiations Doc Info panel, where users can view all supported Substantiation and Claims for a document, allowing them to easily see the context of where a substantiation document is used.

Learn more about accessing claims from substantiation documents.

Substantiations Doc Info panel

Comment Thread Viewer EnhancementsAuto-on23R2.2

This feature introduces improvements to the comment thread viewer, making for a more seamless and visually enhanced user experience. Anytime users add a new comment or reply in the thread viewer, the corresponding row in the thread viewer is highlighted, with the applicable thread expanded, to help them visually confirm that their comment has been added.

Learn more about comments.

Comment viewer section on object record

Comment Thread Notification EnhancementsConfiguration23R2.2

With this feature, users can now navigate directly to comments and replies in the comment thread viewer from their email and Vault notifications. Vault also highlights the corresponding row in the viewer when users navigate to an existing comment or reply from a notification and when applicable, expands the appropriate thread.

Learn more about configuring comment notifications.

Copied from Local Adaptation LinkConfiguration23R2.2

Claims users commonly copy Local Adaptation records to create new Local Adaptation records. When copying Local Adaptations, it is important to establish a link between the copied from record and copied to record to maintain traceability so that users can refer back to the key details from the original record. This feature introduces the read-only Source Local Adaptation and Source Local Adaptation Claim reference fields on the Local Adaptation object, which auto-populate when a user copies a Local Adaptation record.

Learn more about copying Local Adaptations.

Simplified Substantiation CreationConfiguration23R2.3

Most claim Substantiations reference an underlying substantiation document linked by a related reference field on the record. This feature simplifies the process of uploading a new reference document while creating a substantiation record by allowing users to upload a new document or reference an existing document when creating a Substantiation record. In previous releases, users had to upload the document before they could reference it in a new or existing Substantiation.

Admin Settings Configuration EnhancementsConfiguration23R2.3

This feature enables Admins to configure settings for existing Veeva Claims features, such as Comments and Localize Pack Copy (including translator groups), from the Admin > Configuration page, simplifying the configuration steps for these features. In previous releases, Admins had to define these feature settings in Claim Admin Setting records.

Claims users commonly copy Local Adaptation records to create new Local Adaptation records. When copying Local Adaptations, it is important to establish a link between the copied from record and copied to record to maintain traceability so that users can refer back to the key details from the original record. This feature introduces the read-only Source Local Adaptation and Source Local Adaptation Claim reference fields on the Local Adaptation object, which auto-populate when a user copies a Local Adaptation record.

Specify Column Order Display for Action SettingsConfiguration23R2.3

With this release, Admin users can specify the column display order users see in the dialogs when they run the Selective Generation of Local Adaptations - Run As System and Localize Pack Copy actions.

23R3 Veeva Claims EnhancementsAuto-on23R2.3

This feature introduces several UI enhancements to improve the overall user experience. Vault now shows users a banner after they run certain actions, confirming that the action executed so users can avoid unnecessarily rerunning the actions. This feature also removes irrelevant instructional text from action dialogs that do not list any records.