# Using the EDC FTP Connection in CTMS

Note: While the FTP connection described in this article continues to function, we have introduced a CDMS and Clinical Operations Vault Connection using Spark messaging as the recommended path to transfer record data.

The EDC to CTMS FTP connection feature provides a cross-domain connection between your EDC and CTMS Vaults. You can leverage EDC data while working in your CTMS Vault by reporting on _Subject_ statuses and status dates captured within EDC. This connection also allows you to navigate to and work with a _Subject_'s casebook in EDC from the _Subject_ or _Monitored Subject_ record in CTMS.

Note: This feature is only available to organizations with both CTMS and EDC Vaults.

## eHow the FTP Connection Works With this connection, Veeva EDC extracts _Subject_ statuses and status dates in a CSV, connects to your CTMS Vault, and places the extracted CSV into a configured folder on the FTP. CTMS then ingests the CSV and creates new _Subject_ records or updates records accordingly. Data syncing happens automatically, with your EDC Vault "pushing" updates to your CTMS Vault daily.

Note: Entering Subject data in your CTMS Vault does not update related fields in EDC Vaults.

## Using Data Record Syncing ### About the EDC ID Field The _EDC ID_ field is a unique identifier that allows Veeva EDC to connect a _Subject_ with the correct _Site_ and push data to your CTMS Vault. This field is available on the following objects: * _Study_ * _Study Country_ * _Study Site_ * _Subject_ * _Monitored Subject_ * _Subject Visit_ * _Monitored Subject Visit_ * _Visit Definition_ * _Study Arm_ ### Populating the EDC ID Field For the connection to work correctly, the _EDC ID_ field in your CTMS Vault must match the _Study_, _Study Country_, and _Study Site_ record names in your EDC Vault. We recommend creating _Study_, _Study Country_, and _Study Site_ records with the same names in both your EDC and CTMS Vaults to ensure correct data. Vault populates the _EDC ID_ field based on the name you enter when you create _Study_, _Study Country_, and _Study Site_ records in CTMS. For example, if you created a _Study_ record with the name `Study-0123`, the _EDC ID_ field would default to `Study-0123`. If you then created a _Study Country_ record from the _Study_ record with the name `United States`, the _EDC ID_ field would be: `Study-0123|United States`. The table below illustrates how Vault populates the _EDC ID_ field:

Object	Study	Study Country	Study Site	CTMS EDC ID
Study	Study-0123			Study-0123
Study Country	Study-0123	United States		Study-0123\|United States
Study Country	Study-0123	Canada		Study-0123\|Canada
Study Site	Study-0123	United States	001	Study-0123\|United States\|001
Study Site	Study-0123	United States	002	Study-0123\|United States\|002
Study Site	Study-0123	Canada	003	Study-0123\|Canada\|003

If a _Study_, _Study Country_, or _Study Site_ already exists in your EDC Vault and has a different name, you'll need to update the _EDC ID_ field manually to reference the correct EDC record name. For example, if the _EDC ID_ field on your _Study Site_ record is `Study-0123|United States|001` but the _Study_ record name in your EDC Vault is `STUDY 123`, you would update the _EDC ID_ field on the _Study Site_ record in your CTMS Vault to: `STUDY 123|United States|001`. You'd also need to update the _EDC ID_ field on the related _Study_ and _Study Country_ records to reference `STUDY 123`. You can update this field manually or via the [Vault Loader](/en/lr/26597/).

Note: Vault does not push Study, Study Country, and Study Site record data from your EDC Vault to your CTMS Vault. You must populate these records within both CTMS and EDC.

### Subjects & Subject Statuses Using this connection, you can update a _Subject_'s current status and the date the _Subject_ entered that status in your EDC Vault, and view this data from your CTMS Vault. In your CTMS Vault, you can see the following integrated dates and data for _Subject_ records: * _Study_, _Study Country_, and _Study Site_ * _Screened Date_ * _Screen Failed Date_ * _Enrolled Date_ * _Randomized Date_ * _Withdrawn Date_ * _End of Treatment Date_ * _Complete Date_ * _EDC ID_ * _Subject ID_ * _Subject Status_ ## Opening a Casebook When configured, [cross-domain users](/en/lr/38996/) with access to both EDC and CTMS Vaults can open a _Subject_'s casebook in EDC directly from their CTMS Vaults. Navigate to a _Subject_ or _Monitored Subject_ record and select **Open Casebook** from the **Actions** menu. Vault opens the related _Casebook_ record within EDC. What actions you can perform in EDC depends on your permissions. For example, a CRA could navigate to a casebook and perform source data verification (SDV) in their EDC Vault, while a Data Manager might open a casebook to create a query. For more information about working in EDC, see the EDC Help Documentation. ## Related Permissions The following permissions allow you to work with data integrated across your CTMS and EDC Vaults:

Type	Permission Label	Controls
Security Profile	Objects: Subject: Edit	Ability to view integrated EDC date and perform the Open Casebook action from a Subject record; note that users must also be cross-domain users with an EDC Vault.
Security Profile	Objects: Monitored Subject: Edit	Ability to view integrated EDC date and perform the Open Casebook action from a Monitored Subject record; note that users must also be cross-domain users with an EDC Vault.