Training

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Session Description Registration
SiteVault Free 101: An Introduction to SiteVault Free This training is best suited for sites that need help getting started with SiteVault Free. Learn how to:
  • Create and add users
  • Create and manage studies and patients
  • Navigate the Library and eBinder
  • Understand the benefits of reports and dashboards
  • Log a support ticket
 Register
CRA SiteVault Free 101: An Introduction to SiteVault Free as a CRA This training is best suited for monitors or CRAs getting started with SiteVault Free. Learn how to:
  • Get started with SiteVault Free, including the basics of how SiteVault Free works
  • Ensure that you can view documents
  • Find documents
  • Conduct review of documents, including what to expect from the site in their feedback response
  • Use reports, dashboards, and our help documentation
 Register
Introduction to eRegulatory This training is best suited for sites that want to learn more about regulatory documents and how they work in SiteVault Free. Learn how to:
  • Understand the different document types and the lifecycles available for each document
  • Understand Profile documents such as CVs, medical licenses, and GCP certs
  • Upload documents and complete the approval process
  • Understand the eBinder and how filing works
  • Access resources available to you to begin transferring your studies to a paperless system
 Register
eRegulatory and Advanced Concepts This training is best suited for sites that are familiar with how to use SiteVault Free but would like a closer look at how to use different features. Learn how to:
  • Use the eSignature feature and training workflow
  • Upload new versions of documents, upload documents in bulk, and delete documents
  • Use different reports and dashboards for regulatory documents
 Register
Source and Remote Monitoring Deep Dive This training is best suited for sites that use SiteVault Free for remote monitoring of source documents. Learn how to:
  • Upload source
  • Resolve monitor annotations including uploading new versions of source
  • Filter the Library to show only certain source documents or participants
  • Access guidance on establishing SOPs and resources Veeva provides to help you transition to full remote monitoring through our platform
 Register
SiteVault Free and Veeva eConsent This training is best suited for sites that are early adopters of Veeva eConsent or are interested in becoming an early adopter and want to learn more. Learn how to:
  • Create, edit, and sign an eConsent form
  • Understand the patient perspective of the eConsent process through MyVeeva for Patients
 Register
SiteVault Free and Connected Studies This training is best suited for sites with a connected study or plan to have a connected study in the future. Learn how to:
  • Understand Veeva Connected Studies
  • Accept or reject a study agreement
  • Complete regulatory document requests from sponsors or CROs
  • Manage different documents
  • Organize the Library to filter documents received from a sponsor or CRO
 Register
Open Questions & Answers Bring your questions for an open Q&A session. Register

Session Recordings and Presentation Slides

SiteVault Free 101

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CRA SiteVault Free 101

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Introduction to eRegulatory

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eRegulatory and Advanced Concepts

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Source and Remote Monitoring Deep Dive

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SiteVault Free and Veeva eConsent

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SiteVault Free and Connected Studies

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