Viedoc SDV Manager: Overview

A high-level overview of how SDV plans are built, assigned to sites by effective date, and audited in Viedoc.

What you'll learn

  • Site assignments: See every site, its current SDV plan, when the plan was assigned, and a plan timeline showing what applied when.
  • Plan assignment: Assign a new plan with an effective date and a reason, so every event recorded from that date follows the new plan.
  • Plan creation: Build plans from scratch, duplicate an existing plan, or import one from another study, in draft or published state.
  • Rules by subject status: Treat screening failures differently from enrolled subjects within a single plan.
  • Required and optional targets: Set which forms and items must be verified, which are optional for the monitor, and which are excluded from SDV entirely.
  • Permissions and audit: Split configure and publish rights to create an approval step, and export Assignment History and Plan History to CSV.
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