Learn more about Accreditation of LearnGxP courses.

How to make a Content Plan Ready for Use

Learn more about active delegations in Veeva Basics.

How to add correspondence with a health authority

How to add a document relationship to a document

How to add supplemental material to Vault Document Training Requirements

How to add new reveiwers to an ongoing workflow in PromoMats Basics.

How to add or modify XML fields in an Application.

How to add or remove a document from a Content Plan

How to add related records and resources throughout the Change Control, Deviation, Standalone CAPA, and QMS Audit processes

How to add visit definitions in CTMS

Learn more about Admin Logs.

How to amend a Change Control after it is closed to add attachments or comments

How to amend a Deviation after it is closed to add attachments or comments

How to answer monitoring visit questions in CTMS

Learn more about the Application Chronology Report

Learn more about applications in RIM Basics: Submissions Publishing.

How to approve a CAPA Action

How to approve a CAPA Action Cancellation

How to approve a Change Control

How to approve a Deviation Assessment

How to approve a Deviation cancellation

How to approve a document in PromoMats Basics.

How to approve a Standalone CAPA

How to approve an Effectiveness Check

How to approve an Effectiveness Check cancellation

How to approve an extension request

How to archive a study in eTMF

How to archive a submission in RIM Basics: Submissions Archive.

How to assess a major or critical internal deviation

How to assess a minor or external Deviation

How to assign a Submissions Publishing license to a user in RIM Basics

How to add a supporting document to a document Quality Basics

How to use standard authoring to author a document in Veeva Basics.

Learn more about authoring documents in Veeva Basics.

How to cancel or reassign a task or workflow in Veeva Basics.

Learn more about CAPA Actions in Quality Basics

How to change a document owner in Veeva Quality Basics

How to change a document's state to Approved in RIM Basics

How to change a Learner from a Non-Vault User to a Vault User

Learn more about Change Controls within Veeva Quality Basics: QMS.

Reference diagram showing the Change Control workflow

How to change user permission sets in Veeva Quality Basics

How to change the layout of your Vault library.

How to change the state of Training Requirements

How to check in a Collaborative Authoring document in Veeva Basics.

Learn more about harvesting claims in PromoMats Basics.

Learn more about Clinical Basics.

Learn more about the system jobs that are relevant to Vault Admins in Clinical Basics.

Learn more about users in Clinical Basics.

A training course for users in the Clinical Basics External Inspector role.

A training course for users in the Clinical Basics Vault Monitor role.

A training course for users in the Clinical Basics Study Contributor role.

A training course for users in the Clinical Basics Study Manager role.

A training course for users in the Clinical Basics Study Viewer role.

A training course for users in the Clinical Basics TMF Manager role.

A training course for users in the Clinical Basics Vault Admin role.

How to close a Change Control

How to close a major or critical Deviation

How to close a minor or external Deviation

How to close an Audit

How to complete a CAPA Action

How to complete a Change Action Implementation for Change Controls

How to complete a periodic review for curricula in Quality Basics

How to complete a quality check (QC) task in Veeva Quality Basics

How to complete a Training Assignment

How to complete a Training Requirement Impact Assessment (TRIA)

How to complete an approval task in Veeva Quality Basics

How to complete an Audit Program

How to complete an Audit Report

How to complete an Effectiveness Check

How to complete an external training assignment

How to complete an external training verification task

How to complete an Impact Assessment for Change Controls

How to complete a Deviation Investigation

How to complete Audit Preparation

How to complete tasks in Vault.

Learn more about Compliance Docs in Veeva Basics.

Reference table of available component subtypes in PromoMats Basics.

Learn more about content plans in RIM Basics: Submissions

Learn more about Continuous Publishing in RIM Basics: Submissions Publishing

Learn more about core data in RIM Basics.

Learn more about retirement of LearnGxP courses.

How to create and confirm a monitoring visit in CTMS

How to create and manage organizations in CTMS

How to create and manage personnel in CTMS

How to create and share a Submission Content Plan View

How to create a Batch in Quality Basics

How to create a binder in Quality Basics

How to create a brand in PromoMats Basics.

How to create a CAPA Action for a Deviation

How to create a Change Action for Change Controls

How to create a Change Control

How to create a claim and add references in PromoMats Basics.

How to create a clinical study in RIM Basics

How to create a product family in RIM Basics

How to create a Submission Content Plan

How to create a crosslink.

How to create a Curriculum in Quality Basics

How to create a Department in Quality Basics

How to create a Deviation

How to create a document in PromoMats Basics.

How to create a document in RIM Basics

How to create a document in Veeva Quality Basics

How to create a Document Change Control (DCC)

How to create a Document Change Control associated to a Change Control

How to create a document template in RIM Basics

How to create a document template in RIM Basics

How to create a document template in Veeva Quality Basics

How to create a draft from an approved document in RIM Basics

How to create a Job Title in Quality Basics

How to create a Learner in Quality Basics

How to create a Learner Role in Quality Basics

How to create a non-GxP document in Quality Basics

How to create a nonclinical study in RIM Basics

How to create a placeholder document in RIM Basics

How to create a product in RIM Basics

How to create a Product in Quality Basics

How to create a product family in RIM Basics

How to create a product manufacturer in RIM Basics

How to create a product variant in RIM Basics

How to create a product variant active substance in RIM Basics

How to create a product variant inactive substance in RIM Basics

How to create a Proposed Audit

How to create a Quiz in Quality Basics

How to create SAML profiles.

How to create and manage security policies.

How to create a Study in Quality Basics

How to create a study and add study products, countries, and sites in CTMS

How to create a study and add study products, countries, and sites in eTMF

How to create a study site in RIM Basics

How to create a Submission and Regulatory Objective

How to create a therapeutic indication in RIM Basics

How to create a Training Requirement prerequisite in Quality Basics

How to create a user in PromoMats Basics.

How to create a user in RIM Basics

How to create a User in Veeva Quality Basics

How to create a user in Clinical Basics

How to create a Vault Document Training Requirement

How to create an active substance in RIM Basics

How to create an active substance manufacturer in RIM Basics

How to create an Application

How to create application relationships

How to create an Audit Finding

How to create an Audit Program

How to create an Effectiveness Check for Change Controls

How to create an Effectiveness Check

How to create an extension request

How to create an external hyperlink in Submissions Publishing

How to create an external or internal audit

How to create an External Training Requirement

How to create an Impact Assessment for Change Controls

How to create an inactive ingredient in RIM Basics

How to create an inactive ingredient manufacturer in RIM Basics

How to create a Deviation Investigation

How to create an organization in PromoMats Basics.

How to create an Organization in Quality Basics

How to create, export, and lock a binder

How to record follow up items in CTMS

How to record issues in CTMS

See how Veeva Clinical Basics helps you manage clinical trial documentation efficiently, ensuring quality, timeliness, and completeness.

Reference table of milestones in CTMS.

Reference diagram of the progression of a study through CTMS.

Reference table of available dashboards in PromoMats Basics.

Reference table of available Dashboards in Veeva Clinical Basics.

Reference table of available dashboards in Veeva Quality Basics.

Reference table of available dashboards in Veeva RIM Basics.

How to deactivate or reactivate an application

How to delete a document in Veeva Quality Basics

How to delete a submission relationship record

Reference diagram showing the Deviation process

Learn more about Deviations in Veeva Quality Basics: QMS.

How to create an Effectiveness Check for Deviations

Reference diagram showing the Document Change Control process

Reference diagram of the document lifecycle in PromoMats Basics.

Reference diagram of the document lifecycle in RIM Basics.

Learn more about document lifecycles in Quality Basics.

Reference table of document types, subtypes, and classifications in RIM Basics.

Learn more about domain information in Veeva Basics.

Learn how to process documents following the Draft to Approved Lifecycle

Reference diagram showing the Draft to Approved Lifecycle

Learn how to process documents following the Draft to Effective Lifecycle

Reference diagram showing the Draft to Effective Lifecycle

Reference table of default due dates for QMS tasks and records

How to edit a document in RIM Basics

How to add or remove the columns that display in the document grid view or object record listing.

How to edit product family information in RIM Basics

Learn more about Effectiveness Checks in Quality Basics.

How to request an EMA eSub account

How to prepare for setting up the EMA eSubmissions Gateway

Learn more about PDF renditions for emails uploaded to Vault.

How to forward email conversations to create documents in Veeva Basics.

See how Veeva Clinical Basics helps you manage clinical trial documentation efficiently, ensuring quality, timeliness, and completeness.

How to execute a Change Control

How to export a submission in RIM Basics: Submissions Archive.

How to use export a list of documents in your Veeva Basics library.

Learn more about extension requests for QMS records

How to extract a commitment from a Document

How to extract a Health Authority Question from a Document

How to extract metadata and files using Vault Loader.

How to favorite a document and use the Favorites view.

How to request and set up an FDA ESG AS2 account

How to create an account with the FDA ESG Help Desk Portal

Lists known issues and possible resolutions related to setting up FDA ESG Gateway.

How to prepare for setting up the FDA ESG Gateway

Learn more about your Vault's file staging server.

How to finalize the FDA ESG Gateway profile configuration

Learn more about forms in Quality Basics.

Reference list of Frequently Asked Questions about Veeva LearnGxP and Veeva Basics

How to set up an EMA eSubmissions Gateway profile

How to generate the Application Chronology Report

How to grant users access in CTMS

How to grant users study access in eTMF

Learn more about how to access LearnGxP.

Watch how to process a Draft to Approved document.

Watch how to process a Draft to Effective document.

Watch how to process an Initial to Final document.

Learn more about how to use LearnGxP content.

How to approve a Change Control

Learn more about document implementation period in Veeva Quality Basics.

How to import a submission in RIM Basics: Submissions Archive.

How to add a supporting document to a document Quality Basics

How to import training assignments in bulk

How to import and export a certificate

How to inactivate or reactivate a user in PromoMats Basics.

How to inactivate or reactivate a user in Veeva Quality Basics

Learn how to process documents following the Initial to Final Lifecycle

Reference diagram showing the Initial to Final Lifecycle

How to investigate a major or critical internal deviation

How to issue an Audit Report

Reference table of issue categories and sub-categories in CTMS

Learn more about Learner Roles in Quality Basics.

Learn more about Learners in Quality Basics.

See how Veeva Quality Basics unifies quality content, processes, and training management across GxPs.

Learn more about LearnGxP Content.

Learn more about licensing of LearnGxP courses.

Learn more about updates to LearnGxP courses.

Reference links for Veeva LearnGxP

How to perform load testing for publishing through the FDA ESG gateway

How to locate an Operational Qualification (OQ) in Compliance Docs.

How to lock a Submission Content Plan

Learn more about how to unlock LearnGxP courses.

How to log a quality issue in eTMF

How to log in to Vault and retrieve your username or passord.

How to use make a user a Domain Admin.

How to manage a Direct Assignment

How to manage Facilitated Training

How to use the QMS Team Management tool to add, remove, or replace users on open QMS records

How to start a workflow for a document in a content plan

Learn more about managing documents in Clinical Basics: eTMF.

Learn more about managing documents in RIM Basics.

Learn more about managing tasks.

How to mark a document ready for approval in Veeva Quality Basics

How mark a document confidential in Quality Basics

How to match documents in a Content Plan

Reference table of available material subtypes in PromoMats Basics.

How to perform the migration from legacy collaborative authoring to 25R1.

Learn more about navigating RIM Basics.

Learn more about navigating Veeva Basics.

Learn more about navigating Quality Basics.

Learn more about Non-GxP Documents in Quality Basics.

Learn more about offboarding users in Veeva Quality Basics.

How to perform a periodic review in Veeva Quality Basics

How to transfer completed TMFs from CRO Vaults into eTMF

How to perform an Approval task in RIM Basics

How to perform an Authoring/Review task in RIM Basics

How to perform eSignature approval for a document

How to perform QC review for a document

Learn more about user permission sets in Veeva Basics

How to plan and record metrics in CTMS

How to plan and record milestones in CTMS

How to plan a Change Control

How to plan a Standalone CAPA

How to prepare a production prof of a document in PromoMats Basics.

How to prepare a submission for import into Submissions Archive in RIM Basics.

How to prepare a submission for republishing in RIM Publishing Basics

How to prepare test submissions for the EMA eSubmissions Gateway

How to create an account with the FDA ESG Help Desk Portal

How to preview eLearning content in Quality Basics

How to set up a profile for the EMA eSubmissions Gateway

See how Veeva Commercial Basics provides an end-to-end solution for preparing, managing, and maintaining compliant commercial content and promotional materials.

Learn more about PromoMats Basics.

Learn more about the system jobs that are relevant to Vault Admins in PromoMats Basics.

Learn more about users in PromoMats Basics.

A training course for users in the Agency Content Creator role.

A training course for users in the Content Manager role.

A training course for users in the Legal user role.

A training course for users in the Material Coordinator role.

A training course for users in the Medical user role.

A training course for users in the PromoMats Admin role.

A training course for users in the Read-only user role.

A training course for users in the Regulatory user role.

A training course for users in the Submission Coordinator role.

A training course for users in the Vault Admin role.

How to directly approve a document without review

See how Veeva Quality Basics unifies quality content, processes, and training management across GxPs.

Reference diagram showing the QMS Audit process

Reference diagram showing the QMS Audit Program process

Learn more about QMS Audits in Veeva Quality Basics.

Learn more about Veeva Quality Basics.

Learn more about the system jobs that are relevant to Vault Admins in Quality Basics.

Learn more about users in Quality Basics.

A training course for users who will create Change Controls.

A training course for users who will build the change plan for a Change Control, including assigning Impact Assessments when needed and creating Change Actions.

A training course for users who will create Deviation records.

A training course for users who will conduct the initial assessment of a Deviation, initiate Investigations when applicable, and develop a CAPA plan.

A training course for users who will manage quality documentation, accelerating review and approval workflows.

A training course for users who will create documents and manage their authoring and approvals. This does not apply to Read-Only or Non-GxP users.

A training course for users who will create non-GxP documents and manage their authoring and approvals. This does not apply to Read-Only users.

A training course for users who will provide the final QA approval for documents and Document Change Controls, as well as provide QA approval for QMS records.

Learn more about Quality Basics: QMS.

A training course for users who will respond to findings that were found as part of a QMS Audit.

A training course for users who will manage the QMS Audit process, including creating Findings and issuing the Audit Report.

A training course for users who will create Audits to support the tracking of Findings, as well as create Audit Programs to plan Audits over time.

A training course for users who will view all QMS records; complete CAPA Actions, Change Actions, Effectiveness Checks, Investigations, and Impact Assessments; and approve Change Controls and Change Actions as a Subject Matter Expert (SME).

A training course for users who will manage reference data and perform general workflow administration.

A training course for users who will have a user account in Veeva Quality Basics and will complete their training inside the system.

Learn more about Quality Basics: QualityDocs.

A training course for users who will create Standalone CAPA records.

A training course for users who will manage the Standalone CAPA process, completing the CAPA plan, assigning CAPA Actions and Effectiveness Checks.

Learn more about Quality Basics: Training.

A training course for users who will manage the Training Matrix.

A training course for users who will set up users and perform system setup.

See how Veeva Quality Basics unifies quality content, processes, and training management across GxPs.

How to reclassify a document in Veeva Quality Basics

How to record site communications in CTMS

Learn more about Reference Data in Quality Basics.

Reference table of available reference subtypes in PromoMats Basics.

How to create an account with the FDA ESG Help Desk Portal

Learn more about regulatory objectives in RIM Basics: Submissions

Reference table of available reports in PromoMats Basics.

Reference table of available reports in Veeva Clinical Basics.

Reference table of available reports in Veeva Quality Basics.

Lists available reports in Veeva RIM Basics.

How to resolve a quality issue in eTMF

How to respond to an Audit Finding

How to retarget or suppress an external hyperlink in Submissions Publishing

How to review and approve a visit report in CTMS

How to review and complete monitoring details for a visit in CTMS

How to review and resolve a validation result

How to review a document in PromoMats Basics.

How to review a Document Change Control (DCC)

How to review subject visits and enrollment in CTMS

Learn more about RIM Basics.

Reference table of system jobs that are relevant to Vault Admins in RIM Basics.

Learn more about users in RIM Basics.

A training course for users in the RIM Basics Document Manager role.

A training course for users in the RIM Basics Document Participant role.

A training course for users in the RIM Basics Document Viewer role.

A training course for users in the RIM Basics RIM Admin role.

A training course for users in the RIM Basics RIM Admin role.

A training course for users in the RIM Basics Submission Manager role.

A training course for users in the RIM Basics Submission Manager role.

Learn more about RIM Basics: Submissions

Learn more about RIM Basics: Submissions Archive

Learn more about RIM Basics: Submissions

A training course for users in the RIM Basics Vault Admin role.

A training course for users in the RIM Basics Vault Admin role.

Learn more about the RIM Clin Ops Connection.

Reference table of available Root Cause Categories and Sub-Categories

How to run recurrence checks for a Deviation

How to save a customized view and navigate to that view.

How to log in to Vault and retrieve your username or passord.

How to self-enroll in a Training Requirement

How to manually send a curriculum for periodic review in Quality Basics

How to initiate the approval workflow in RIM Basics

How to send a document for approval in Veeva Quality Basics

How to send a document for Authoring/Review in RIM Basics

How to initiate the eSignature approval workflow in RIM Basics

How to send a document for eSignature

How to send a document for QC

How to send a document for QC review in Veeva Quality Basics

How to send a non-GxP document for approval in Quality Basics

How to send an Audit Program for Approval

How to send a visit for review and approval in CTMS

How to set up Collaborative Authoring with Microsoft 365.

How to set up the production gateway

How to set up Single Sign-On (SSO).

Reference diagram showing the Standalone CAPA process

Learn more about Standalone CAPAs in Veeva Quality Basics: QMS.

How to start a monitoring visit in CTMS

How to use start a workflow for multiple documents in Veeva Basics.

How to start, join, or cancel a Collaborative Authoring session in Veeva Basics.

Learn more about the study homepage in Clinical Basics: CTMS.

Learn more about the Study Selector in Veeva Clinical Basics.

Reference table of Submission relationships and their impact to SCP structure

Learn more about submissions in RIM Basics: Submissions

See how Veeva RIM Basics provides an end to end solution for preparing, managing, and maintaining regulatory submissions.

See how Veeva RIM Basics provides an end to end solution for preparing, managing, and maintaining regulatory submissions.

See how Veeva RIM Basics provides an end to end solution for preparing, managing, and maintaining regulatory submissions.

How to submit to a Health Authority

Reference table of supported file formats

Learn more about taking training on Veeva Basics applications.

Learn more about TMF Transfer in Clinical Basics: eTMF.

Learn more about the TMF Viewer in Clinical Basics: eTMF.

Learn more about Training Assignments in Quality Basics.

Learn more about the training matrix in Quality Basics.

Reference table of Veeva Basics Training Matric Recommendations

Learn more about Training Requirement Prerequisites in Quality Basics.

Learn more about Training Requirements in Quality Basics.

How to turn off continuous publishing

How to turn on continuous publishing

How to update a Quiz in Quality Basics

How to update a rendition in RIM Basics

How to update an extension request

How to update sharing settings on a document.

How to upload and classify a document in Veeva Clinical Basics

How to upload a new version of a document in PromoMats Basics.

How to use bulk document actions in Veeva Basics.

How to use bulk record actions in Veeva Basics.

How to use external training requirements for CVs and JDs

How to use merge fields in documents in Veeva Quality Basics

How to use merge fields to Vault search within a Microsoft Word or Excel file.

How to use the My Learning tab in Quality Basics

How to use the My Team tab in Quality Basics

Learn more about users & groups in Veeva Basics

Learn more about vault information in Veeva Basics.

Learn more about Vault Loader.

See how Veeva Clinical Basics helps you manage clinical trial documentation efficiently, ensuring quality, timeliness, and completeness.

See how Veeva Quality Basics unifies quality content, processes, and training management across GxPs.

See how Veeva RIM Basics provides an end to end solution for preparing, managing, and maintaining regulatory submissions.

How to create an account with the FDA ESG Help Desk Portal

Learn more about vault users in Veeva Basics

Learn more about Veeva Basics.

A training course for Training Admins to get the most out of Veeva Basics & LearnGxP.

Learn how to log in, manage your tasks, and get started using Veeva Basics.

Reference table of available document types, subtypes, and classifications in Clinical Basics

Reference table of document categories in Veeva Quality Basics

Reference table of available document types and subtypes with their associated lifecycle

How to version lock matched documents in a Submission Content Plan

How to view submission content in Viewer

Reference diagram of the visit review & approval workflow in CTMS

Learn how to navigate, search, and make the most out of VeevaBasics.help.

Learn more about Veeva LearnGxP.

Learn more about which Vault documents should be loaded into.

Lists common issues & resolutions in Quality Basics Training