How to reset a form in Vault CDMS?
When the user with data entry permissions needs to reset data - this can be done by following the steps below:
- Select the Casebook and navigate to the specific Form.
- Open the Form. If already completed, the user needs to click Edit first (only forms with In Progress status can be reset).
- From the Actions menu, select Reset Form.
- Within the Reset Form confirmation dialog, click the Reset button.
Resetting the form removes all entered data, closes any open queries, and returns the Form to the Blank status.
This is a general article, configuration may vary. For any questions please contact Veeva support at firstname.lastname@example.org
Vault Help Documentation: Reset Data
Knowledge Base: How to Resubmit the Completed Form in Vault CDMS?