Overview
User acceptance testing (UAT) allows you to test your collection from the perspectives of site staff and study participants. We recommend that you perform UAT on a collection before approving it for use to confirm that your collection and its surveys, schedules, notifications, events, and translations align with your study protocol.
A collection must have all of the following items before you can start UAT and approve it for use:
- At least one survey
- At least one schedule for each survey
- Complete translations for all languages in the collection
In addition, you need a ePRO Vault sandbox in which you’ll perform UAT. Contact your Veeva Professional Services team if you do not already have a ePRO Vault sandbox.
Setting up the Sandbox
You can add a study in the ePRO Vault sandbox after UAT has been started. Create a new study in the sandbox instance using the method below.
Use a UAT Code
You can only use this option when no collections are in the sandbox study yet.
- In the production instance of Studio, open the approved collection.
- Select the ellipsis button next to the version number, and select Copy UAT Setup Code.
- Open the sandbox instance of Studio.
- Select Use UAT Code, enter the code from Step 1, and select Connect. All collection versions from the production version are displayed in the sandbox version, and the New Version button is disabled. If the study has previously had a collection created, a new study will be required.
The sandbox information automatically updates when collection versions are changed and new rounds of UAT are begun on the production study.
Note: You can only connect a production study to a single study in the sandbox.
Performing UAT
Once UAT is set up, the collection will already be activated when you log in to the Veeva ePRO sandbox as a site user. During UAT, you can use the sandbox to complete the same workflows that site staff use to submit surveys and manage survey activities for study participants and/or caregivers. You can also test how study participants and/or caregivers receive notifications and submit surveys in MyVeeva for Patients. To test both user roles and create an end-to-end test of your collection, complete the following steps. See ePRO Help for more information about each step.
Note: If you do not allow caregivers to answer surveys as part of your study, you do not need to test their survey access.
# | Step | Testing User Role | Instructions | Additional Resources |
---|---|---|---|---|
1 | Add Countries, Sites, and Site Users | Sponsor/CRO Staff | Create any countries and sites and site users that you want to use for testing. Ensure that the supported languages are selected at the country and site level that meet your UAT requirements. | Adding Studies, Study Countries, and Study Sites. |
2 | Create Participants | Site Staff | Create study participants to test surveys, schedules, and notifications.
To test email notifications from MyVeeva for Patients, you must create the participant record using an email account you can access.
Note: Emails must be unique across participants. We recommend using email aliases if you create more than one participant for testing. For example, if Participant 1’s email address is jane.doe+1@veeva.com and Participant 2’s email address is jane.doe+2@veeva.com, notifications for both participants are sent to jane.doe@veeva.com. Not all email providers support email aliases. Veeva recommends using Gmail. |
Managing Study Participants in ePRO Help |
3 | Register and Log In To MyVeeva for Patients | Study Participant |
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See the following pages in ePRO Help: |
4 | Add Participant Event Dates and Times | Site Staff |
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Viewing, Activating, and Updating Events in ePRO Help |
5 | Submit Surveys in MyVeeva for Patients | Study Participant | When you add participant event datetimes for the study participant, the participant and/or caregiver receives notifications and surveys in MyVeeva for Patients as defined in the collection.
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Submitting Surveys in ePRO Help for Sites |
6 | Submit Site Surveys in ePRO | Site Staff | After you add participant event datetimes for the study participant, any site surveys associated with those events are available for site staff to submit. | Completing an In-Person Survey in ePRO Help |
7 | Export UAT Data from Study Home | Site Staff and Sponsor/CRO Staff | After study participants, caregivers, and site staff submit or miss surveys, the survey and compliance data is available to sites and sponsor users through either Veeva ePRO (Sites) or Study Home (Sponsor) in the ePRO Vault Sandbox.
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See the Running Reports section on the Viewing Compliance in Study Home page for information on how to export site-facing UAT survey data. |
8 | Complete UAT | Sponsor/CRO Staff | When UAT is complete, navigate to the collection in Studio and select Finish UAT, then select the appropriate outcome depending on the outcome of your testing.
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Approving an ePRO Collection |
Logging In to the MyVeeva for Patients Android, iOS, and Web Apps
Once a collection has been approved in your ePRO Vault sandbox, you can test participant and caregiver survey actions in the MyVeeva for Patients Android, iOS, or web app. To test in the apps, complete the following steps
Android or iOS
- Download the MyVeeva for Patients Android app from Google Play or the MyVeeva for Patients iOS app from the App Store.
- Create a participant or caregiver. For more information, see Creating a Participant on the Onboarding Participants page in ePRO Help for Sites.
- Enter the username from Step 2 with |sbx added to the end. For example, if your participant’s email is jane.doe+1@veeva.com, enter your username as jane.doe+1@veeva.com|sbx.
- Enter your password.
- When the app requests a multifactor authentication code, enter any six digits. You’re now logged in.
Web
- Go to https://patients-sbx.myveeva.com.
- Enter your username and password.
- When the app requests a multifactor authentication code, enter any six digits. You’re now logged in.