Performing User Acceptance Testing (UAT) on a Collection

User acceptance testing (UAT) allows you to test your collection from the perspectives of site staff and study participants. We recommend that you perform UAT on a collection prior to approving it for use in order to confirm that your collection and its surveys, schedules, notifications, events, and translations align with your study protocol.

A collection must have all of the following before you can start UAT and approve it for use:

At least 1 survey
At least 1 schedule for each survey

In addition, you need a sandbox instance of SiteVault in which you’ll perform UAT. The study must be set up in your sandbox environment by the Veeva Professional Services team. Contact your Veeva Professional Services team if you do not already have a sandbox SiteVault or are ready to set up the study.

Once UAT is set up, the collection will already be approved in the sandbox SiteVault. During UAT, you can use the sandbox SiteVault to complete the same workflows that site staff use to submit surveys and manage survey activities for study participants and/or caregivers. You can also test how study participants and/or caregivers receive notifications and submit surveys in MyVeeva for Patients. To test both user roles and create an end-to-end test of your collection, complete the following steps. See SiteVault Help and MyVeeva for Patients Help for additional information about each step.

Note: If you do not allow caregivers to answer surveys as part of your study, you do not need to test their survey access.

#	Step	Testing User Role	Instructions	Additional Resources
1	Select the Sandbox Study’s Languages (Optional)	Site Staff	Edit the Supported Languages field to add or update supported languages for the study.	Managing Languages for Your Site and Study in SiteVault Help
2	Create Participants	Site Staff	Create study participants to test surveys, schedules, and notifications. To test email notifications from MyVeeva for Patients, you must create the participant record using an email account you can access. Note: Emails must be unique across participants. We recommend using email aliases if you create more than one participant for testing. For example, if Participant 1’s email address is jane.doe+1@veeva.com and Participant 2’s email address is jane.doe+2@veeva.com, notifications for both participants are sent to jane.doe@veeva.com.	Managing Study Participants in SiteVault Help
3	Enable ePRO for a Participant	Site Staff	Enable ePRO for a participant.</br> If applicable, you may need to do the following activities: Select groups that were configured for the study. Create or select a caregiver if the selected study or groups require a caregiver to complete surveys.	Enabling and Disabling ePRO for a Participant in SiteVault Help
4	Register and Log In To MyVeeva for Patients	Study Participant	MyVeeva for Patients is the application that study participants and caregivers use to receive, complete, and submit surveys. After you enable ePRO for your study participant, the participant and/or caregiver receives a MyVeeva for Patients welcome email. You can register the account of the participant and/or caregiver by following the link from the email. You must use a sandbox MyVeeva for Patients environment to test surveys with the participant and/or caregiver account you created. See the Logging In to the MyVeeva for Patients Android, iOS, and Web Apps section to set up access to the sandbox environment.	See the following articles in MyVeeva for Patients Help: Registration and Login Surveys
5	Add Participant Event Dates and Times	Site Staff	Enter datetimes for participant events to trigger surveys and notifications as defined in the collection. You can enter participant event datetimes in the past to simulate how schedules appear to a participant and/or caregiver in the future. For example, if a survey schedule has a delay of 1 hour before the survey is made available to the participant, you can add a participant event that’s 59 minutes in the past. After one minute, the survey will be available.	Managing Participant Event Dates and Times in SiteVault Help
6	Submit Surveys in MyVeeva for Patients	Study Participant	When you add participant event datetimes for the study participant, the participant and/or caregiver receives notifications and surveys in MyVeeva for Patients as defined in the collection. Confirm that the participant and/or caregiver recieves the expected notifications by email. Log in to MyVeeva for Patients at the appropriate time to receive, complete, and submit surveys.	Surveys in MyVeeva for Patients Help
7	Submit Surveys in SiteVault	Site Staff	After you add participant event datetimes for the study participant, any site surveys associated with those events are available for site staff to submit.	Completing Site Surveys in SiteVault
8	Export UAT Data from SiteVault and MyVeeva Studio	Site Staff and Sponsor Staff	After study participants, caregivers, and site staff submit or miss surveys, the survey and adherence data is captured in UAT data that you can export from SiteVault (from a site perspective) and from MyVeeva Studio (from a sponsor perspective). Site Staff: Export Survey and Adherence data from either the Overview page in Study Connect or from the Actions menu on the study record in SiteVault eReg. Sponsor Staff: Export Survey and Adherence data in MyVeeva Studio from the Actions menu on a collection that’s in the UAT in Progress status.	Exporting Survey, Adherence, and Audit Trail Data in SiteVault Help (to learn how to export site-facing UAT survey data)
9	Complete UAT	N/A	When UAT is complete, navigate to the collection in MyVeeva Studio and select Finish UAT, then select the appropriate outcome depending on the outcome of your testing. If UAT passes, select Yes, Complete UAT. If changes are needed, select No, Make Changes. Editing is unlocked and you can resume making changes to the collection. After you make changes, you can start UAT again. If you need to make changes after you have completed UAT, you can select the All Actions button and select Back to Draft to make additional edits. The summary of changes entered before is retained, and you’ll have to start and complete the UAT again to move it back to the UAT Passed status. You can’t make any more changes after you approve the collection.	Approving an ePRO Collection

Logging In to the MyVeeva for Patients Android, iOS, and Web Apps

Once a collection has been approved in your sandbox SiteVault, you can test participant and caregiver survey actions in the MyVeeva for Patients Android, iOS, or web app. To test in the apps, complete the applicable steps below.

Android or iOS

Download the MyVeeva for Patients Android app from Google Play or the MyVeeva for Patients iOS app from the App Store.
Using your participant or caregiver credentials, enter your username and add @sbx to the end. For example, if your participant’s email is jane.doe+1@veeva.com, enter your username as jane.doe+1@veeva.com@sbx.
Enter your password.
When the app requests a multifactor authentication code, enter any six digits. You’re now logged in.

Web

Go to https://patients-sbx.myveeva.com.
Enter your username and password.
When the app requests a multifactor authentication code, enter any six digits. You’re now logged in.