Veeva Five Key Platform Highlights || 24R3

This video provides an in-depth exploration of five key platform features introduced in the Veeva Vault 24R3 release. The presenter, a Veeva-certified professional with experience in GXP-compliant projects for pharmaceutical clients, aims to highlight updates designed to enhance usability, improve compliance, and streamline workflows within the life sciences industry. The discussion progresses through each feature, offering both a user-centric view of its benefits and an administrator's perspective on how to enable and configure it.

The presentation begins by introducing the speaker's background, emphasizing their expertise in QMS, CTMS, and GXP compliance, setting a professional and industry-specific tone. The core of the video then systematically unpacks each of the five enhancements. These include improvements to flash report notifications for better user context, a new reporting function to calculate cycle times for object records, enhanced flexibility in workflow task assignment, the ability to display dashboards as individual tabs for improved accessibility, and an enhanced record migration mode to streamline data transfers while bypassing certain rules. Each feature is explained with practical examples and details on the administrative steps required for implementation.

Throughout the video, the speaker maintains a focus on how these updates contribute to operational efficiency, better data insights, and adherence to regulatory standards, which are critical considerations in the pharmaceutical and life sciences sectors. The emphasis on user experience, such as clearer report notifications and direct dashboard access, underscores Veeva's commitment to making complex systems more intuitive. Simultaneously, features like cycle time reporting and compliant record migration highlight the platform's continuous evolution to support robust data management and process optimization in highly regulated environments. The overall approach is practical, providing actionable insights for both system administrators and business users navigating the Veeva ecosystem.

Key Takeaways:

• Enhanced Flash Report Notifications: Veeva Vault 24R3 introduces the ability to add custom message text to flash reports. This allows administrators to provide users with more context on why they are receiving a report and what specific actions are required, significantly improving user understanding and the efficiency of follow-up tasks.
• Customization for Flash Reports: Administrators can customize flash report emails by enabling a specific checkbox in the configuration settings. This ensures that the custom message text is included, helping users understand the context and required actions, thereby streamlining communication and compliance.
• Cycle Time Calculation in Reports: A new function in Veeva Vault reports enables the calculation of cycle times for object records based on their lifecycle states. This feature allows users to determine the duration between a record's first and last time states, providing valuable insights into process efficiency, identifying bottlenecks, and optimizing workflows.
• Improved Process Insight: By utilizing the cycle time formula expression in reports, organizations can gain a deeper understanding of why certain processes might be delayed or expedited. This data-driven insight is crucial for continuous improvement initiatives and making informed decisions regarding operational adjustments.
• Flexible Workflow Task Assignment: The 24R3 release allows workflow task owners to assign future tasks to other participants within a workflow. This enhances collaboration and flexibility, ensuring that tasks can be seamlessly transferred or delegated as business processes evolve or personnel changes occur.
• Admin Configuration for Workflow Flexibility: To enable flexible workflow task assignment, administrators must select the "allow workflow task owner to select participant" option. This configuration ensures that the system supports dynamic task allocation, improving the adaptability of workflow management.
• Individual Dashboard Tabs: Veeva Vault now supports displaying specific dashboards as individual tabs, such as a "TMF completeness" tab. This feature significantly enhances user accessibility and visibility, allowing users to directly navigate to critical dashboards without having to search within a general dashboard section.
• Streamlined Dashboard Access: The ability to have dashboards as dedicated tabs improves the user experience by providing immediate access to frequently monitored metrics or compliance statuses. This reduces navigation steps and ensures that key information is always at the user's fingertips.
• Enhanced Record Migration Mode: The 24R3 update includes enhancements to the record migration mode, allowing administrators to bypass current rules when migrating records. This is particularly useful for preserving original "created by," "created date," "modified by," and "modified date" fields during data transfers between environments or systems, ensuring data integrity.
• Efficient Data Transfers: The enhanced record migration mode is a critical feature for data engineering and system integration efforts. It facilitates more efficient and compliant migration of records, which is essential for maintaining historical data accuracy and supporting system upgrades or consolidations in regulated industries.

Tools/Resources Mentioned:

• Veeva Vault 24R3
• Veeva Vault Release Notes (referenced by the speaker, link provided in the video description: https://rn.veevavault.help/en/gr/whats-new-in-24r3/)

Key Concepts:

• Flash Report Notification: A system-generated report that can now include custom messages to provide users with specific context and required actions.
• Cycle Time Reporting: A new reporting capability in Veeva Vault that calculates the duration an object record spends in various lifecycle states, from its first to its last state.
• Workflow Task Assignment: The process of assigning tasks within a workflow, now enhanced to allow task owners to reassign future tasks to other participants.
• Dashboard Tabs: A new feature that allows specific dashboards to be displayed as dedicated tabs within the Veeva Vault interface, improving accessibility.
• Record Migration Mode: A system mode designed for transferring records between environments, now enhanced to allow bypassing certain rules for fields like creation and modification dates/users.
• GXP Compliance: A set of good practice guidelines and regulations (e.g., Good Manufacturing Practice, Good Clinical Practice) that ensure products are produced and controlled according to quality standards, frequently mentioned by the speaker in the context of pharmaceutical projects.
• TMF (Trial Master File): A collection of essential documents for a clinical trial, often managed within Veeva Vault, used as an example for a dashboard tab.