In-Person Access allows respondents to complete surveys at a study site without logging into a MyVeeva for Patients account. If captured by the site, the respondent will confirm their date of birth to access the surveys.
Important: When In-Person Access is disabled, respondents can still answer surveys at study sites, but they must log in to their MyVeeva for Patients account on a device or through the web.
Understanding and Viewing In-Person Survey Access Levels
This setting can be controlled at the following levels:
- Study (Studio setting)
- Country (Vault setting)
- Site (Vault setting)
The top-level setting is in Studio, which enables In-Person Access for all sites. When disabled at the country- or site-level, the setting overrides the study-level setting. If this setting is disabled at any level that affects a site, the Start In Person button is not displayed as an option for the sites.
By default, In-Person Access is enabled at the study, country, and site levels.
A site’s access to In-Person Access varies based on enablement settings. See the table below for more information.
| Study-Level Setting | Country-Level Setting | Site-Level Setting | Is In-Person Access Available? |
| On | Inherit | Inherit | Yes, site staff at all sites in the study can access the Start In Person button. |
| On | Inherit | Off | No, site staff at this specific site cannot access the Start In Person button. |
| On | Off | Inherit | No, site staff in all sites in this country cannot access the Start In Person button at sites within that country. Note: It is not possible to enable this setting for a site in a country that has it disabled. |
| Off | Inherit | Inherit | No, site staff in this country cannot access the Start In Person button at any site in the country. Note: It is not possible to enable this setting for a country or site when it is disabled at the study-level. |
Viewing Study-Level In-Person Survey Access
In Studio, select the Study Settings tab, then select In-Person Access. View the toggle to see whether access is enabled.
Disabling and Enabling Study-Level In-Person Survey Access
- In Studio, select the Study Settings tab for the study and select In-Person Access.
- To disable in-person access, toggle Enable In-Person Flow off.
- To enable in-person access, toggle Enable In-Person Flow on.
The setting is saved immediately.
Viewing Country-Level In-Person Survey Access
- In the Studies tab, open your study.
- Expand the Study Countries tab and select the country.
- Expand the Additional Site Settings section.
- View the Enable In-Person Flow selection.
Disabling and Enabling Country-Level In-Person Survey Access
Note: If In-Person Access is disabled at the study level, this setting cannot be enabled.
- In the Studies tab, open your study.
- Expand the Study Countries tab and select the country.
- Select the Edit icon ().
- Expand the Additional Site Settings section.
- Select Off from the Enable In-Person Flow dropdown to disable In-Person Survey Access, or select Inherit to follow the study-level setting.
- Select Save.
The setting is saved.
Viewing Site-Level In-Person Survey Access
- In the Study Sites tab, open your site.
- Expand the Additional Settings section.
- View the Enable In-Person Flow selection.
Disabling and Enabling Site-Level In-Person Survey Access
Note: If In-Person Access is disabled at the study or country level, this setting cannot be enabled.
- In the Study Sites tab, open your site.
- Select the Edit icon ()
- Expand the Additional Settings section.
- Select Off from the Enable In-Person Flow dropdown to disable In-Person Survey Access, or select Inherit to follow the country-level setting.
- Select Save.
The setting is saved.
