**Source URL:** https://clinical.veevavault.help/en/gr/495381/index.md

# Using CTMS Activity Tracking

In Veeva Clinical Operations CTMS Vaults, you can track interactions with persons with Clinical CRM. You can log _Activities_ against a _Study_, _Study Site_, _Study Country_, or _Study Person_. All _Clinical Activities_ must reference a _Person_. This is the person with whom the interaction/activity occurred or will occur.

If <a href="/en/gr/498912/#automation">configured</a>, these activities can be generated automatically.

You can use the Clinical Operations to Medical CRM connection to send _Clinical Activities_ from your CTMS Vault to Medical CRM. Additionally, you can send _Study_ and _Study Site_ records from your Clinical Operations CTMS Vault to Medical CRM. This connection also allows you to receive _Medical Activities_ from Medical CRM in your Clinical Operations CTMS Vault. When your Vault is set up to send _Study_ and _Study Site_ records to CRM, then _Study_ information is included in the Activity transfer.

Additionally, if configured, when users create a new _Monitoring Event_ or _Study Communication Log Item_ in your Clinical Operations Vault, Vault automatically creates a related _Activity_ record and sends it to Medical CRM when the connection runs.

These features require some configuration by an Admin for utilization in your Vault.

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      <p><strong>Note</strong>: This feature is only available in CTMS Vaults.</p>
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##  Clinical Operations to Medical CRM Connection {#clinops-to-medical-crm-connection}

Using the Clinical Operations to Medical CRM Connection, organizations with both a Clinical Operations CTMS Vault and Medical CRM can see information about activities/interactions recorded in Veeva CTMS in Medical CRM and vice versa.

Additionally, when users create or update a _Study_ or _Study Site_ in their Clinical Operations CTMS Vault, the connection either creates a new _Clinical Study_ or _Clinical Site_ record in Medical CRM or updates an existing _Clinical Study_ or _Clinical Site_ record in Medical CRM.

The Clinical Operations to Medical CRM Connection exchanges the following data:
* From Clinical Operations CTMS Vault to Medical CRM:
    * _Clinical Activities_ created as Vault Clinical Interactions
    * _Studies_ and _Study Sites_ that have been created or updated in your Clinical Operations CTMS Vault
* From Medical CRM to Clinical Operations CTMS Vault:
    * Calls/Interactions created as _Medical Activities_

|Veeva CTMS Label|Medical CRM Label|Description|
|--- |--- |--- |
|Person|Account|Identifies the person with whom the interaction occurred.|
|Date|Date|Date of the Activity/Interaction. May be in the past, present, or future.|
|Channel (In person, Video, Phone, Chat/Text, Email, Other)|Call Channel (In-Person, Video, Phone, Chat/Text, Email, Other)|Method of communication. Picklists match 1:1 in Veeva CTMS and CRM.|
|Complete (yes/no)|Status - If Complete equals Yes, then Status equals Submitted. If Completed does NOT equal Yes, then Status equals Planned.|Specifies whether an Activity is planned or has been completed. Allows users to plan activities/calls and others to see those plans.|
|From - Populated with the [First Name] [Last Name] ([Email]) of the user that created the interaction within CRM|From - Populated with the [First Name] [Last Name] ([Email]) of the user that created the Clinical Activity in Vault|Optional. Specifies who created or owns this record in the source system. Allows user in opposing system to reach out for more information.|

To use the Clinical Operations to Medical CRM connection, an Admin must complete several configuration steps and activate the connection.

### How the Clinical Operations to Medical CRM Connection Works

The Clinical Operations to Medical CRM Connection enables bidirectional sharing of information between a Veeva Clinical Operations CTMS Vault and Medical CRM. In Medical CRM, you can select **Send to Vault Clinical** to send a Call/Interaction from Medical CRM to a connected Clinical Operations Vault as a _Medical Activity_. Additionally, _Clinical Activities_ you capture in your Clinical Operations Vault are visible in CRM as Vault Clinical Interactions. When you delete a Call or an Interaction in Medical CRM, Vault updates the corresponding _Medical Activity_ in your Clinical Operations Vault by inactivating it when the CRM/Clinical Operations Transfer job runs. Conversely, when you delete a _Clinical Activity_ in your Clinical Operations Vault, Vault updates the corresponding Clinical Interaction in Medical CRM to append "Deleted" to the subject line. This increases visibility of all interactions across both systems.

Additionally, the Clinical Operations to Medical CRM connection allows you to send _Study_ and _Study Site_ records from your Clinical Operations CTMS Vault to Medical CRM. When users create a new _Study_ or _Study Site_ record in the Clinical Operations CTMS Vault, the connection creates a _Clinical Study_ or _Study Site_ record in Medical CRM. When users update an existing _Study_ or _Study Site_ record in the Clinical Operations CTMS Vault, the connection updates the corresponding _Clinical Study_ or _Study Site_ record in Medical CRM, if one is found. If not, the connection creates a new _Clinical Study_ or _Study Site_ record. Finally, if users delete a _Study_ or _Study Site_ record in the Clinical Operations CTMS Vault, the connection updates the status of the corresponding _Clinical Study_ or _Study Site_ record in Medical CRM to "Deleted in Vault Clinical".

#### Match Person Records to Accounts

The Clinical Operations to CRM connection uses a unique identifier to "match" person records in your Clinical Operations CTMS Vault to account records in your Medical CRM organization. You can use either standard or custom fields for this mapping. You can specify these unique identifiers when you configure the Clinical Operations to Medical CRM connection.If you are connecting to only one CRM Organization or multiple CRM Organizations that have the same CRM account identifier, then you can use a global Vault setting to specify the unique identifiers.

If you choose to establish multiple Clinical Operations to CRM connections to account for multiple Medical CRM organizations, you can specify a unique CRM account identifier for each Clinical Operations to CRM Connection.


## Related Permissions

To perform the tasks described in this article, you must have a security profile that includes the following permissions:

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    <td>
      <strong>Type</strong>
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      <strong>Permission Label</strong>
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    <td>
      <strong>Controls</strong>
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  </tr>
  <tr>
    <td>
      Security Profile
    </td>
    <td>
      Objects: Activity<br>Object Type: Clinical Activity
    </td>
    <td>
      Ability to create and edit <em>Clinical Activity</em> records.
    </td>
    </tr>
    <tr>
      <td>
        Security Profile
      </td>
      <td>
        Objects: Activity<br>Object Type: Medical Activity
      </td>
      <td>
        Ability to read <em>Medical Activity</em> records.
      </td>
  </tr>
</table>