Managing Participants

Onboard study participants and streamline study visits

Viewing and Updating Participant and Caregiver Details

After an individual registers for MyVeeva, a few items can only be updated by them. This includes their email, phone, language, and mobile app-specific settings such as notification preferences and biometrics. Also, if your site is in a location where your sponsor has said you cannot collect personally identifiable information, then the PII information (PII), then the PII (such as email, phone number, or year of birth) cannot be added and anything entered by the MyVeeva user is not displayed.

Viewing Participant Details

  1. In the Participants tab, select a participant’s ID.
  2. Select View Participant Details.
    View Details Section of the Page

    The participant’s details are displayed.
    Participant Details Pane

Updating Participant Details

To update the participant’s details, complete the following steps:

  1. View the participant details.
  2. Select Edit Participant Details.
  3. Update the information you want to change.
  4. Enter the reason for the change and select Save.

Note

  • If the sponsor configures a required participant ID format after a participant has already been added, and the participant ID does not align with the configured format, the system will require you to update the participant ID before you can save any other changes.
  • A participant may stop receiving email notifications if they have marked them as spam more than once.

Updating Groups

Your study may require group assignments. To change the participant’s group assignments, complete the following steps:

  1. View the participant details.
  2. In the Groups section, select the Edit Groups button Edit Participant Details or Edit Caregiver Details.
  3. Update the information you want to change.
  4. Enter the reason for the change and select Save.

Updating Caregiver Details

To select a different caregiver for the participant, complete the following steps:

  1. View the participant record.
  2. In the Caregiver Information section, select Edit Caregivers.
  3. Select the Edit button Edit Participant Details or Edit Caregiver Details next to the caregiver you want to update.
  4. Update the information and select Save Caregiver.
  5. Select the checkboxes next to the caregivers you want to be assigned to the participant.
  6. Enter a Reason for Change.
  7. Select Save Changes.

Adding a New Caregiver

  1. View the participant details.
  2. Select Edit Caregivers.
  3. Select Add New Caregiver.
  4. Add the caregiver information and select Add Caregiver.
  5. Select the checkboxes next to the caregivers you want to be active for the participant.
  6. Select Next.
  7. Enter the Reason for Change and select Confirm.

Adding a Participant ID

If your study used a temporary Screening ID, an event will be configured to prompt you to add a Participant ID. Complete the following steps to add a Participant ID:

  1. In the prompt, select Add ID.
  2. Enter the Participant ID. If the study sponsor has configured a required Participant ID format, the system will enforce the format.
  3. Select Save.

Resources in the Participant Help

eCOA
Feedback