Create a Job Title

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

Job Titles are used when creating Users and Learners and (if utilized) can be used to automatically assign Learners to a Learner Role.

Job Titles are not required and only necessary when you want to tag User and Learner records with the Job Title or use Job Title to automatically assign Learners to a Learner Role.

Create a Job Title

To create a new job title:

  1. Navigate to Quality Admin > Quality Data and select Job Titles from the Quality Data drop-down.
  2. On the All Job Titles page, click Create.
  3. On the Create Job Titles page, enter the Job Title.
    1. Click Save. Vault creates the new job title in the Active state.

Add an Attachment

To add an attachment (like a Job Description) to a job title:

  1. Navigate to Quality Admin > Quality Data and select Job Titles from the Quality Data drop-down.
  2. On the All Job Titles page, open the Job Attachments section.
  3. Select the file you want to attach.

Edit a Job Title

To edit an existing job title:

  1. Navigate to Quality Admin > Quality Data and select Job titles from the Quality Data drop-down.
  2. On the All Job Titles page, click the Job Title of the job title you want to edit.
  3. On the Job Title page, click Edit ().
  4. Edit the Job Title as needed.
  5. From the Status drop-down, select Inactive to deactivate the job title, or select Active to reactivate the job title if it has been deactivated.
Note Setting a job title to Inactive does not impact any records where it was already selected. It will only prevent the job title from being selected going forward.
  1. Click Save to save your changes.