Create & Manage Organizations

Who can complete this task?
  • Clinical Basics: Vault Admin, Clinical Basics: CTMS Vault Admin

The Global Directory is where you can manage the list of People and Organizations that your company works with, across all studies. It is important to keep the data in your global directory clean and current to ensure good data is being used in your study.

An organization refers to any entity involved in the planning, execution or oversight of a clinical trial. In Veeva Clinical Basics, this could refer to, for example, CROs, IRBs, sites or institutions.

To add an organization:

  1. Navigate to Clinical Admin > Global Directory > Organizations and click Create.

    Clicking Create from Organizations page

  2. Select the Organization Type and click Continue.

    Selecting organization type and clicking Continue

  3. Enter the name of the organization. If it has an associated parent organization, select it from the dropdown.

  4. Click Save.

    Clicking Save

Add a Location for an Organization

You can add one or more locations for the organization.

To add a location for an organization:

  1. From the organization’s record, open the Location section and click Create.

    Clicking Create from Locations section

  2. Enter the Location Name and address. You can optionally specify a Location Type.

  3. Click Save.

    Entering location details and clicking Save

Inactivate an Organization

If you need to inactivate an organization record (for example, in the case of an institution’s closure), you can inactivate it in the global directory.

To inactivate an organization:

  1. From the organization’s record, select Make Inactive from the Workflow Actions menu.

    Clicking Make Inactive

  2. Click Yes to confirm.

    Clicking Yes

You can reactivate the organization in the same way by selecting Make Active from the Workflow Actions menu.