Process Monitor | Veeva Vault Help

Process Monitor is a powerful analytics tool to enable business process owners and leadership to streamline processes and improve key metrics. By providing visual insights into your processes, Process Monitor helps you identify bottlenecks and optimize process flows to increase efficiency. Process Monitor works with minimal configuration to provide a full suite of metrics, charts, and graphical analysis tools for any active object lifecycle.

Built-in metrics and charts for KPIs related to cycle time, volume, and quality enable you to measure the direct impact of process changes, ensuring continuous improvement.

The process graph allows you to trace workflows and identify inefficiencies through a visualization of the steps (lifecycle states) and paths (state-to-state transitions) that records have taken. You can filter this graph using the Variants by Frequency panel, which isolates the unique paths records have traveled, allowing users to focus improvement efforts on the most common or problematic workflows.

Accessing Process Monitor

Depending on your Vault’s tab configuration, you can access Process Monitor by navigating to Reporting > Process Monitor, or by clicking Process Monitor directly on the navigation bar.

You must have the necessary permissions to view Process Monitor. In addition, Process Monitor is available in all application families except Clinical Data, CRM, and Align.

Creating Process Views

Process Views are individual views for a specific process that show the time it takes for a record to move from the start of the process to the end. You can create Process Views, copy them, add them as favorites, and share them with other Vault users the same way as with Vault reports.

How to Create Process Views

To create a Process View:

Navigate to Process Monitor and click Create. Vault displays a blank Process View.
Click Edit () next to the Process View name, enter a Name and Description for the Process View, and click Save.
In the process panel on the left, select an active object lifecycle from the Process drop-down. Vault populates the Cycle Time Start, Cycle Time End, Date, and Timeframe fields with default values for the selected process.
Optional: Select an object type that uses the selected process from the Subprocess drop-down.
Select a different Cycle Time Start if you want to view data for a cycle time start different from the selected default.
Select a different Cycle Time End if you want to view data for a cycle time end different from the selected default.
Select a different Date if you want to view data for a date different from the selected default.
Select a different Timeframe if you want to view data for a timeframe different from the selected default.
Optional: Click the plus () icon to add Additional Filters:
1. In the Filters dialog, select the filter and filter conditions.
2. Click the plus () and minus () icons to add or remove additional filters as needed.
3. Click Save to save and apply the selected filters.
Optional: Select Set Preferences from the All Actions menu to set additional preferences for the Process View and click Confirm to save the preferences.
Optional: Click Metrics to modify which metrics are displayed on the tables at the top of the Process View.
Optional: Click + Chart to add another chart to the Process View:
1. In the Add New Chart dialog, enter a Name for the chart.
2. Select a Group By value for how you want the data to be grouped on the chart.
3. Select a Sort By value for how you want the data to be sorted on the chart.
4. Click Add Chart.
5. To edit or delete the chart, select Edit or Delete from the chart’s Actions menu.
Click Save to save and run the Process View. Vault updates the Process View to display charts and tables based on the selected process, variants, preferences, and metrics.

Process Panel

The process panel on the left of the Process View allows you to view different processes, cycle time starts and ends, dates, and timeframes. The following fields are available:

Process: An active object lifecycle.
Subprocess: An object type that uses the selected object lifecycle.
Cycle Time Start: The lifecycle state of the start of the process. By default, the Cycle Time Start uses the first time a record entered the selected lifecycle state, but you can change this in the Set Preferences dialog.
Cycle Time End: The lifecycle state of the end of the process. By default, the Cycle Time End uses the most recent time a record entered the selected lifecycle state, but you can change this in the Set Preferences dialog.
Date: Date fields on the selected process and subprocess, as well as dates specific to processes, such as Entered Start State or Entered End State.
Timeframe: The timeframe for which you want to view records that went through the selected Process based on the selected Date.
Additional Filters: Additional standard object field filters that differ depending on the selected Process and Subprocess.

Process View Preferences

Select Set Preferences from the All Actions menu on a Process View to set the preferences below. Vault saves these preferences at the Process View level and not the user level.

Cycle Time Calculation: The units (Days or Hours) used to calculate the cycle time.
Intervals for Time Series Charts: The time intervals used to display data points on the Cycle Time Trend chart.
Distribution Bin Width: The time range used to display data points on the Cycle Time Distribution chart.
Start State Calculation: Whether the Cycle Time Start is calculated using the first time (First Time In) or most recent time (Last Time Entered) that a record entered the lifecycle start state.
End State Calculation: Whether the Cycle Time End is calculated using the first time (First Time In) or most recent time (Last Time Entered) that a record entered the lifecycle end state.

Process View Metrics

The Process View metrics tables display various metrics about the selected process as a whole.

Cycle Time

The Cycle Time table displays metrics the time that records spend between the Cycle Time Start state and Cycle Time End state. Only records that entered the end state are included in these calculations.

Average: The average time records spent between the start and end states.
Median: The median time records spent between the start and end states.
1st Quartile: The 25th percentile of time records spent between the start and end states.
3rd Quartile: The 75th percentile of time records spent between the start and end states.

Volume

Entered Start State: The total number of unique records that entered the Cycle Time Start state in the selected Timeframe.
Entered End State: The total number of unique records that entered the Cycle Time End state in the selected Timeframe.

Quality

Right First Time %: The percentage of records that did not repeat any lifecycle states.
Total First Time Right: The total number of records that did not repeat any lifecycle states.
Total with Rework: The total number of records that repeated one or more lifecycle states.

How to Edit Process View Metrics

To edit which metrics are displayed:

Click Metrics.
In the Edit Metrics dialog, select the metrics you want to add or remove from the tables and click the move left () and move right () arrows to move them between the Available Metrics and Selected Metrics lists.
To reorder the metrics, select the metrics you want to move on the Selected Metrics list and click the move up (), move down (), move to top (), and move to bottom () arrows to move them to the position you want.
Click Save to save the selected metrics, and click Run to update the data on the metrics tables.

Viewing Process Views

Navigate to Process Monitor to view a list of Process Views to which you have access.

Process Views & Favorites

The Process Monitor tab displays several views:

All Process Views: Lists all Process Views in the Vault for which you are an Owner, Viewer, or Editor. All other views are subsets of this view.
Recent Process Views: Lists the last 20 Process Views that you viewed, edited, or created.
Favorites: Lists Process Views that you have marked as a favorite by clicking the Favorite () icon.

When viewing All Process Views, you can also use search and filters and edit the column layout to create additional custom views. Click Save View As to save this view to your Views panel.

How to View a Process View

To view a Process View:

Navigate to Process Monitor.
Click the Name of the Process View you want to view. Vault runs the selected Process View and displays the cycle time charts in the Overview tab.
Optional: Modify the Subprocess, Cycle Time Start, Cycle Time End, Date, and Timeframe in the process panel as needed and click Run to update the Process View.
Optional: Select Set Preferences from the All Actions menu to set additional preferences for the Process View, click Confirm to save the preferences, and click Run to update the Process View.
Optional: Click Metrics to modify which metrics are displayed on the tables at the top of the Process View, and click Run to update the Process View.
Click the Overview tab to view cycle time trend and distribution charts for the selected process. Hover over a data point on the chart to view additional information chart data.
Click the Process Graph tab to view a flowchart of the lifecycle states in the selected process. Hover over a lifecycle state the view additional information about how long records were in that state.

Overview Tab

The Overview tab displays the Cycle Time Trend chart, the Cycle Time Distribution chart, and any other custom charts added to the Process View.

Cycle Time Trend Chart

The Cycle Time Trend chart displays trending lines for each of the cycle time metrics (average, median, and so on) with data points for the number of days it took for records to reach the end state for each time interval. To modify the time interval displayed on the Cycle Time Trend chart, select a different Intervals for Time Series Charts value in the Set Preferences dialog.

In the example below, the Intervals for Time Series Charts is set to Weeks. Records took an average of 8.2 days to reach the end state the week of August 8, 2025, 9.47 days to reach the end state the week of August 31, 2025, 14.91 days to reach the end state the week of September 7, 2025, and so on.

Cycle Time Distribution Chart

The Cycle Time Distribution chart displays a line with the percentage of records that reached the end state within a range of days (or other time unit). The chart also displays vertical lines for each of the cycle time metrics for comparison. To modify the time unit displayed on the Cycle Time Distribution chart, select a different Distribution Bin Width value in the Set Preferences dialog.

In the example below, the Distribution Bin Width is set to 5, so each data point includes records that reached the end state within five-day periods. 25.2% of records reached the end state within 0-5 days, 11.3% of records reached the end state within 5-10 days, 30.4% of the records reached the end state within 10-15 days, and so on.

Process Graph Tab

The Process Graph tab displays a flowchart of the lifecycle states in the selected process.

Each lifecycle state on the flowchart displays the name of the lifecycle state, the number of records that transitioned through the state, and the average time all records spent in that state. Arrows are displayed to the left and right of the lifecycle state that indicate the number of records that entered the state and exited the state. Hover over a lifecycle state to view information about how long the records were in that state, including the median duration, minimum duration, maximum duration, and maximum number of times a record entered that state.

Variants By Frequency Panel

The Variants By Frequency panel on the right of the Process Graph tab displays a bar for each variant of the selected process. A single lifecycle may have several paths (variants) for a record to progress through the lifecycle. For example, one record may start in the Planned state and transition directly to the Approved state, while another record may start in Planned, transition to In Review, and then transition to Approved. Each variant of the lifecycle is displayed as its own bar on the Variants By Frequency panel. The average time a record takes to transition from the Cycle Time Start state to the Cycle Time End state is displayed to the right of each variant bar.

To view the flowchart for a specific lifecycle variant, click its variant bar on the Variants By Frequency panel. To view the entire flowchart for all lifecycle variants, click Select All. Click the plus (+) icon and minus (-) icon to zoom in and out on the lifecycle flowchart. Select Horizontal or Vertical from the View drop-down to view the lifecycle flowchart in a horizontal or vertical layout.

Related Permissions

The ability to view a Process View is determined by object-level, field-level, and record-level permissions, as well as Atomic Security. If a user has access to view a record, the Process Graph shows all state changes for those records, regardless of Atomic Security settings.

The following permissions control your ability to use Process Monitor:

Type	Permission Label	Controls
Security Profile	Tabs: Process Monitor: View	Ability to view the Process Monitor tab. Must be enabled in conjunction with the Pages: Process Monitor: View preference.
Security Profile	Pages: Process Monitor: View	Ability to view the Process Monitor tab. Must be enabled in conjunction with the Tabs: Process Monitor: View preference.
Security Profile	Objects: Process View: Read	Ability to view Process Views within Process Monitor.
Security Profile	Objects: Process View: Create, Edit, Delete	Ability to create, edit, and delete Process Views.
Security Profile	Objects: [Object]: Read	Ability to select processes for the specified object when creating a Process View, and ability to view a Process View for the specified process.