Veeva Site Connect is an add-on product available on Clinical Operations Vaults. It seamlessly connects and automates the sharing of data between Clinical Operations Vaults used by sponsors and CROs, and SiteVault Vaults used by study sites. With Veeva Site Connect, you can quickly exchange documents, document requests, and data with research sites on SiteVault. You can also email safety reports to any research site, even if they don’t use SiteVault.
Contact Veeva Support to add Veeva Site Connect to your Clinical Operations Vault.
Note: Sponsor and CRO users can view and download an information sheet with additional details on Veeva Site Connect.
Veeva Site Connect Features
- Version-Specific Document Transfer: Document versioning is maintained by each Vault independently.
- Send Documents and Document Requests: Send documents and document requests to target Vaults directly from the Library and Expected Document records.
- Site Packages: Send multiple documents and document requests to multiple study sites.
- Document Reconciliation: Reconcile documents between your Vault and a site’s eISF in their SiteVault to ensure that the correct versions of all relevant Steady state documents exist in both Vaults.
- Comments on Document Exchange: Send and receive comments when exchanging documents and document requests with sites.
- Study Contacts: View a list of names, roles, contact information, and comments for Sponsor and CRO study personnel.
- Study Announcements: Post study announcements, such as news and trial deadlines, in Site Connect. These posts are visible to site users and sent to Sites as email notifications.
- Safety Distributions: Send safety reports to all sites.
- Payment Letters and Site Invoices: Send payment letters and site invoices directly to sites.
Related Objects
Veeva Site Connect utilizes multiple objects to house relevant data. This is a list of essential, related objects, but it does not include all objects.
- Study Site: A research site where you are conducting a clinical trial or study.
- Site Package Definition: A set of Site Package Documents that you can send in bulk to multiple study sites.
- Site Package Document: A specific document type included in a Site Package Definition that Vault sends to study sites as part of a Site Package.
- Distribution Task: A task that tracks the contents, status, and destination of documents and document requests sent via Veeva Site Connect.
- Safety Distribution: A safety document and supporting Safety Distribution Support documents.
- Site Document Check: A site-specific set of Document Check records that details document comparison between your Vault and a site’s SiteVault.
- Study Person: The site user invited to exchange study-specific data, documents, and document requests.
Study Site Users
Before a site user can exchange study-specific data, documents, and document requests, they must have access to Site Connect. To do this, enable the Site Connect User field on their Study Person record. Once enabled, the user will receive an invitation email with a link to log in to Site Connect. Once logged in, they can begin completing document actions and receiving documents. In addition, they can connect their site to SiteVault if they have a valid USN, a unique identifier assigned by Veeva to each clinical research site that uses SiteVault.
Receiving Documents from Sites
When study sites upload documents in Site Connect, Vault includes any relevant comments for individual documents and document requests in the related Distribution Task you receive in your Clinical Operations Vault.
Receiving Profile Documents
Vault automatically classifies profile documents received from SiteVault Vaults based on the document’s classification in the source SiteVault and the configuration of the Vault Clinical Docs reference model in your Vault.
Related Articles
Learn about using Veeva Site Connect in these articles:
- Document Transfer Behavior
- Sending Documents & Document Requests
- Distributing Safety Documents
- Document Reconciliation
Admin Articles
Learn about configuring Veeva Site Connect in these articles: