Training Migration

Before You Begin

The Veeva Basics Migration Center is designed to help you be self-sufficient and successful in all steps of your migration.

Carefully review the provided instructions and videos to understand your responsibilities and the activities involved in migrating from your legacy system into Veeva Quality Basics.

We recommend reviewing the Migration FAQ for commonly asked questions and answers before beginning your migration.

Quality Basics Overview

Watch this video to learn more about Veeva Quality Basics: Training before you begin your Quality Training migration.

We highly recommend taking our role-based Quality training and using our Quality help to understand more about the system, fields on documents, object data, etc. These resources can help you as you fill out your migration templates.

Preparing for Your Migration

Before you begin your migration activities:

Review and identify the content and metadata to be migrated
Determine which data will be migrated and which will be created manually in Vault
Note The maximum number of document versions/objects we will help migrate is 100,000. In cases where the volume of documents/objects is below 20, Veeva recommends creating those manually.
Note Quality Document migration must be completed before Training migration, as Training migration should reference migrated documents.

Throughout the migration process, customers are responsible for producing any required migration documentation. This may include a Migration Plan, typically drafted following Sandbox migration, and a Migration Summary Report, typically drafted following Production migration.

Veeva will provide a Migration Inventory, loader sheets, and log files upon Production completion to support your documentation.

Best Practices

Templates Provided

We have designed streamlined templates to help you migrate your core data.

Our migration templates can be filled out quickly, help ensure data entry is accurate, and get you up and running with Veeva Basics.

Veeva provides templates for you to easily migrate these core items:

Training Data
Learners/Users
Learner Roles
Curricula
Training Requirements
Current Completed Training Assignments

Note The Persons tab in the Vault Quality Basics - Training Template is used to create both User and Learner records. There is no separate User template. Users will be created with a Learner System Assignment. Any additional system assignments must be added manually after migration.

Note If a user specified in the Persons tab already exists in Vault, their account will not be updated or overwritten. Existing user accounts and any system assignments will remain unchanged after migration.

Note Only standard Learner Roles should be included in the migration template. Do not include Individual Learner Roles — these are automatically created by the system for each learner and do not need to be migrated. Including Individual Learner Roles in your template may result in duplication or errors.

External Training Requirements/Assignments

The External Training Requirement and External Training Assignment templates are used together to migrate training completions not completed in Vault, such as CVs or Job Descriptions. When CV or Job Description completions are captured, a document representing that CV or Job Description must also be uploaded as an attachment to the completion record.

General Recommendations

Due to their complexity or less common use, Veeva does not recommend migrating the following:

Item	Rationale
Completed Training Assignments for past document revisions	Not required for system functionality. Legacy training for Superseded revisions can be loaded as a separate document into your Veeva Quality Basics Vault.