Archive a Study

Clinical Basics: eTMF supports the one-click archiving of studies, including study documents, document audit trails, and study-related records after a clinical trial is complete.

Archival Reports

Before you archive a study, run several reports to check the status and completeness of all components of the study.

  • TMF Archival: All Documents: Check for completeness by ensuring that all expected documents have been uploaded to the TMF.

  • TMF Archival: All Unapproved Documents: Check for any documents that may still need to be approved prior to Archival.

  • TMF Archival: All Open Quality Issues: Locate any Quality Issues that need to be closed prior to Archival.

  • Unclassified Documents: This report shows all documents that have not yet been classified for a given Study.

Do not archive a study until all documents are uploaded and approved and all quality issues are closed.

Archive a Study

Select Initiate Study Archival from the Actions menu of a Study that fits the completeness criteria.

  • If all study documents and milestones are valid, Vault initiates the archival job and makes the following updates:

    • The Study, its Study Countries, and its Study Sites move to the Archived lifecycle state
    • All study documents are archived
  • If you attempt to Initiate Study Archival for a Study that does not meet all requirement criteria, Vault will notify you with an overview of the blocking issues.

If a Study Site closes before a Study, move the site to the Closed state. You can add new content to binders when a Study Site is closed because the Status is still Active.

Not Selected items remain in the Not Selected lifecycle state after the Study moves to Archived.

Unarchiving Documents

Clinical Admins can unarchive a document by reactivating it from the study’s Actions menu.