Create a Batch

Who can complete this task? Veeva Quality Basics: Vault Admin, Quality Admin.

Batches can be tagged on documents and associated with Deviations. Batches are not required and only necessary when you want to tag records with the associated batch.

Create a Batch

To create a new Batch:

  1. Navigate to Quality Admin > Quality Data and select Batches from the Quality Data drop-down.
  2. On the All Batches page, click Create.
  3. On the Create Batch page, enter the Batch Number.
  4. Optional: Enter the following information:
    1. Select the Product associated with the Batch. 
    2. Select the Organization of the supplier or internal facility that provided the Batch.
    3. Enter the Quantity of items contained in the Batch.
    4. Enter the Manufacture Date and Expiration Date of the Batch.
  5. Click Save. Vault creates the new Batch in the Active state.
Note You do not need to add ALL of your batches in your Quality Vault. We recommend adding only those that you want to tag in the system.

Edit a Batch

To edit an existing Batch:

  1. Navigate to Quality Admin > Quality Data and select Batches from the Quality Data drop-down.
  2. On the All Batches page, click the Batch Number of the Batch you want to edit.
  3. On the Batch page, click Edit ().
  4. Edit the Batch information as needed.
  5. Click Save to save your changes.
  6. To delete the Batch, select Delete from the Actions menu, and click Continue in the confirmation dialog to confirm that you want to delete the Batch.