Your rules and reporting context
Agree study and site identifiers, milestone definitions, expected documents and reporting cutoffs. Keep the source and refresh time visible so users understand what an operational measure represents.
What we check during preparation
Access differs across Veeva products and customer configurations. Confirm the approved API or export method, licensed access, roles, hosting region and data minimisation. Validation requirements are agreed with your governance team. The reporting layer supports operational oversight and does not replace the source clinical systems or their controls.