Migrate Veeva LearnGxP Training History

Overview

If your organization subscribed to Veeva LearnGxP in your legacy Vault, the LearnGxP course content is already available in your Veeva Quality Basics Vault — you do not need to migrate the content itself. However, if you want to preserve your learners’ historical completion records from your legacy system, you must migrate those completions separately using the process described on this page.

Note Only completions for the latest version of each Training Requirement are eligible for migration. Completions tied to earlier versions will not be carried over.

Before You Begin

Before starting, ensure you have:

Access to your legacy Vault to review existing Training Requirements and completion records
Training Admin access in your Veeva Quality Basics Vault
Quality Basics - Training Template
A list of learners whose completion history you want to migrate, confirmed against users provisioned in your Basics Vault

Steps

Step 1: Identify LearnGxP Training Requirements from Your Legacy Vault

In your legacy Vault, identify the LearnGxP Training Requirements for which you want to migrate completion records. Focus on requirements where completions exist for the latest active version — completions for superseded versions will not be migrated.

Document the legacy Training Requirement names for use in the mapping step.

Step 2: Map Legacy Training Requirements to Basics Training Requirements

For each legacy Training Requirement identified in Step 1, locate the corresponding Training Requirement in your Basics Vault and note its External ID.

To find the External ID in Basics:

Go to Training Admin > Training Matrix > Training Requirements.
Select Edit Columns from the All Actions menu.
Add the External ID column and click Save.
Locate each matching Training Requirement and record its External ID.

Note If a legacy Training Requirement does not have a direct match in Basics, do not include it.

Step 3: Populate the Training Documents Tab

In the Quality Basics - Training Template, navigate to the Training Documents tab.

For each LearnGxP Training Requirement identified in Step 1:

Add a row for the Training Requirement
In the Document Number field, enter the External ID of the corresponding Basics LearnGxP Training Requirement from Step 2
Complete all other required fields in the template

Step 4: Populate Completed Training Assignments

In the Quality Basics - Training Template, populate the Completed Training Assignments listing with each LearnGxP Training Requirement completion record you want to migrate.

For each row:

In the Document Number field, enter the External ID of the corresponding Basics LearnGxP Training Requirement from Step 2
Enter the learner’s user information, mapped to their account in Basics Vault
Enter the completion date from the legacy record
Complete all other required fields

Next Steps

Upload the completed Quality Basics - Training Template to the File Staging Server. Then use the Migration Communication Form to let Veeva know it has been uploaded.

The remainder of the process is identical to other Training migrations. Refer to Complete Training Migration Activities.