Create a Product

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

Products can be tagged on documents and associated with Change Controls. Tagging a product on records makes it easier to search and find them in Vault.

A product could be a high level product, but you could also enter specific dosages, raw materials, etc. Products can be any level of material or product you need to tag in the system.

Products are not required and only necessary when you want to tag records with the associated product.

Create a Product

To create a new product:

  1. Navigate to Quality Admin > Quality Data and select Products from the Quality Data drop-down.
  2. On the All Products page, click Create.
  3. On the Create Product page, enter the Product Name.
  4. Optional: Enter the Product Abbreviation.
  5. Click Save. Vault creates the new product in the Active state.
Note You do not need to add and manage ALL of your products in your Quality Vault. We recommend adding only those that you want to tag on documents.

Edit a Product

To edit an existing product:

  1. Navigate to Quality Admin > Quality Data and select Products from the Quality Data drop-down.
  2. On the All Products page, click the Product Name of the product you want to edit.
  3. On the Product page, click Edit ().
  4. Edit the Product Name and Product Abbreviation as needed.
  5. From the Status drop-down, select Inactive to deactivate the product, or select Active to reactivate the product if it has been deactivated.
  6. Click Save to save your changes.