Create a Design Data Version

Last updated: Jan 7, 2026
Who can complete this task? Veeva LIMS Basics: Design Data Admin, Vault Admin

Design Data records (Test Definition, Sample Plan, or Spec Data) can be upversioned if changes are needed after they have been made effective.

Change Analysis is used for review and approval for upversioned records, just like with new records when they were initially created.

Create a Design Data Version

  1. Navigate to the Design Data record you want to create a new version for. It should be in the Effective state. Select Create New Version from the All Actions menu.

    Screenshot step 1

    A new Design Data record will be created in the Draft state and a new Change Analysis record will be created.

  2. Make any necessary updates.

  3. Repeat these steps to create new versions for other Design Data records as needed. Then proceed to run change analysis verification and merge change analysis for review and approval. These are the same steps as for new Design Data records.

Note When Test Definitions are upversioned, if they are referenced in any Spec Data records, those Spec Data records will be automatically upversioned through the Change Analysis workflow. You do not need to create new Spec Data versions manually.

Similarly, when Sample Plans are upversioned, any Spec Data records that point to the Sample Plan will automatically be upversioned through the Change Analaysis workflow.

Version History

You can check the version history on the design data record. Once approved, the new version will become Effective and the prior version will be Superseded.

Screenshot Version History