Merge Change Analysis for Review & Approval

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Last updated: Dec 5, 2025
Who can complete this task? Veeva LIMS Basics: Design Data Admin, Vault Admin
Best Practice Before merging change analysis, it is best practice to run change analysis verification to make sure there is nothing structurally missing from or improperly set up on your design data record.

Every time a Design Data Admin creates a design data record (Test Definition, Sample Plan, or Spec Data), a Change Analysis is automatically created.

Change Analysis is used to do all the review and approvals of design data records and helps keep associated design data records at the most current version so that everything is correctly referencing the newest version.

Note Spec data must be approved with or after the referenced sample plan and test definitions are approved.

To merge Change Analysis for review and approval:

  1. Navigate to Design & Admin > Design Data > Change Analysis.

  2. Hover your mouse over a record name and select Merge Change Analysis for Review & Approval from the All Actions menu.

    Screenshot step 2

  3. Select one or more records from either of the tabs to send for review and approval and click Merge.

    • Refine Selection tab: Shows any records that are not already approved. If you have created more than one spec data, you can select the records to approve on this tab.
    • Identify Dependencies tab: Will identify and automatically select related records to ensure parallel completion.

    Screenshot step 3

  4. Select the Workflow and click Continue.

    Screenshot step 4

  5. Specify an Approver (can be an individual or a group). If you specify a group, only one person in that group will need to accept and complete the review and approval task.

  6. Click Start.

    Screenshot steps 5 and 6

    A multi-record workflow is created and is In Approval. The individual Design Data records associated to the Change Analysis records are In Review.