Create a Study & Add Study Products, Countries, Sites

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Last updated: Jun 2, 2026
Who can complete this task? Veeva Clinical Basics: Vault Admin, TMF Manager

Setting up a study involves associating study personnel, products, countries and sites.

Create a Study

To create a study:

  1. Navigate to Clinical Admin > Studies and click Create.

    Screenshot step 1

  2. Complete the required study details and click Save.

    Screenshot step 2

Add a Study Product

To add a study product:

  1. Starting from the study record, open the Study Products section and click Create.

    Screenshot step 1

  2. Select a Product and click Save.

    Screenshot step 2

  3. Add additional products to the study if necessary.

Add a Study Country

To add a study country:

  1. Starting from the study record, open the Study Countries section and click Create.

    Screenshot step 1

  2. Select a Study Country and click Save.

    Screenshot step 2

  3. Add additional study countries to the study if necessary.

Add a Study Site

To add a study site:

  1. Starting from the study record, open the Study Countries section and click the Country you want to add sites to.

    Screenshot step 1

  2. Open the Study Sites section and click Create.

    Screenshot step 2

  3. Enter the Study Site Number.

  4. Select the Organization and Primary Location.

    Note Only Organizations that have been added to the Global Directory by a Vault Admin are available to select from the dropdown.

  5. Click Save.

    Screenshot steps 3 4 and 5

  6. Add additional study sites to the country if necessary.