Managing Participants

Onboard study participants and streamline study visits

Viewing and Updating Participant Details

Note 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 (such as name, email, phone number, or date of birth) is not displayed and cannot be added.

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

    The participant’s details are displayed.
    {Participant Details Pane}
  1. To update the participant’s details, complete the following steps:
    1. Select the Edit Participant Details or Edit Caregiver Details button {Edit Participant Details or Edit Caregiver Details}.
    2. Update the information you want to change.
    3. 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.

  1. To change the participant’s group assignments, complete the following steps:
    1. Select the Edit Group Details button ({Edit Participant Details or Edit Caregiver Details}).
    2. Update the information you want to change.
    3. Enter the reason for the change and select Save.
  2. To select a different caregiver for the participant, complete the following steps:
    1. Select Select Another Caregiver.
    2. Select a caregiver or select Add New Caregiver, and select Next.
    3. Add or update the caregiver that is assigned to the participant, and select Next.
    4. Enter the reason for the change and select Confirm.

Resources in the Participant Help

eCOA