Review a Document

Who can complete this task? Veeva PromoMats Basics: Content Manager, Material Coordinator, Medical, Legal, Regulatory

The review process helps supply iterative feedback to ensure documents contain all required information. Specific terminology on tasks will differ based on the user’s Reviewer Type.

To review a document:

  1. Navigate to Content Workspace > Tasks and open the Review task.

    Screenshot of step 1

  2. Review the document, then click Complete.

    Screenshot of step 2

  3. Select a Verdict. If the verdict is Not Ready, provide a descriptive comment.

    1. In the case of Regulatory review, the regulatory user should provide the Country, whether or not there is Submission Required (if so, to which Health Authority), and the Material Type.

  4. Click Complete.

    Screenshot of step 3

All reviewers must review a document for it to reach the Review Complete state. If any reviewer rejects the document, it returns to the Revise and Resubmit state.