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Duration 14 hours
Course Outline
Introduction to Veeva Vault
- Overview of Veeva Vault and its significance in life sciences content management.
- Gaining insight into cloud-based document management concepts.
- Overview of the Veeva Vault application suite and platform capabilities.
- Understanding the underlying Veeva Vault architecture.
Veeva Vault User Interface and Navigation
- Navigating the Veeva Vault environment efficiently.
- Understanding menus, dashboards, and workspaces.
- Customizing user views and personal preferences.
- Accessing key content management features.
Document Lifecycle Management
- Understanding the document lifecycle within Veeva Vault.
- Creating and managing document states.
- Managing document versioning and revisions.
- Reviewing, approving, and controlling documents.
- Applying best practices for the document lifecycle.
Configuring Veeva Vault Environment
- Setting up the Veeva Vault basics.
- Understanding objects and metadata structures.
- Configuring document properties and fields.
- Managing content structures effectively.
User Roles, Groups, and Permissions
- Understanding security concepts within Veeva Vault.
- Creating and managing user roles.
- Configuring groups and access permissions.
- Applying document-level security controls.
Document Management Operations
- Creating, uploading, and modifying documents.
- Deleting and restoring documents as needed.
- Searching and filtering content accurately.
- Managing document metadata.
- Organizing and retrieving information with efficiency.
Working with Objects and Data
- Understanding Veeva Vault objects.
- Managing object records and their relationships.
- Tracking product information and associated data.
- Leveraging objects to support business processes.
Reporting and Analytics
- Creating reports in Veeva Vault.
- Configuring report filters and criteria.
- Analyzing document and process data.
- Utilizing reports to support informed decision-making.
Document Workflows and Collaboration
- Understanding workflow concepts.
- Creating and managing document workflows.
- Assigning tasks and approvals.
- Collaborating effectively with team members.
- Monitoring workflow progress.
Templates and Standardized Content Management
- Creating and managing document templates.
- Applying templates to enhance consistency.
- Supporting controlled documentation processes.
Veeva Vault Best Practices
- Maintaining effective document management practices.
- Ensuring data accuracy and compliance.
- Improving collaboration and workflow efficiency.
- Applying recommended usage approaches.
Practical Workshop and Course Review
- Performing common Veeva Vault user tasks.
- Managing documents and workflows.
- Creating reports and applying permissions.
- Reviewing key platform features and next steps.
Requirements
- Practical experience with document handling.
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 2600 € + VAT*
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Testimonials (1)
The energy the trainer had, the engagement and the willingness to assist when we got stuck
