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Duration 14 hours
Course Outline
Introduction to Veeva Vault
- Overview of Veeva Vault and its function in life sciences content management
- Grasping the concepts of cloud-based document management
- Survey of Veeva Vault applications and platform capabilities
- Comprehending the Veeva Vault architecture
Veeva Vault User Interface and Navigation
- Navigating through the Veeva Vault environment
- Understanding the layout of menus, dashboards, and workspaces
- Customizing individual user views and preferences
- Accessing essential content management features
Document Lifecycle Management
- Understanding the document lifecycle within Veeva Vault
- Creating and managing various document states
- Handling document versioning and revisions
- Processes for reviewing, approving, and controlling documents
- Implementing best practices for document lifecycle management
Configuring the Veeva Vault Environment
- Setting up the fundamentals of Veeva Vault
- Understanding the structure of objects and metadata
- Configuring specific document properties and fields
- Managing overall content structures
User Roles, Groups, and Permissions
- Understanding security concepts specific to Veeva Vault
- Creating and managing defined user roles
- Configuring groups and access permissions
- Applying security controls at the document level
Document Management Operations
- Creating, uploading, and modifying documents
- Deleting and restoring documents as needed
- Searching and filtering content efficiently
- Managing associated document metadata
- Organizing and retrieving information with precision
Working with Objects and Data
- Understanding the structure of Veeva Vault objects
- Managing object records and their relationships
- Tracking product information and related data points
- Leveraging objects to support business processes
Reporting and Analytics
- Generating reports within Veeva Vault
- Configuring specific report filters and criteria
- Analyzing document and process data
- Utilizing reports to inform decision-making
Document Workflows and Collaboration
- Understanding core workflow concepts
- Creating and managing document workflows
- Assigning tasks and approval responsibilities
- Collaborating effectively with team members
- Monitoring the progress of workflows
Templates and Standardized Content Management
- Creating and managing standardized document templates
- Applying templates to enhance consistency
- Supporting controlled documentation processes
Veeva Vault Best Practices
- Maintaining effective document management disciplines
- Ensuring data accuracy and regulatory compliance
- Improving collaboration and workflow efficiency
- Applying recommended usage approaches
Practical Workshop and Course Review
- Executing common Veeva Vault user tasks
- Managing documents and associated workflows
- Creating reports and applying permission settings
- Reviewing key platform features and outlining next steps
Requirements
- Previous experience with document handling
Target Audience
- End users
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3200 € + VAT*
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Testimonials (1)
The energy the trainer had, the engagement and the willingness to assist when we got stuck
