Form refers to a document with fillable fields. In Veeva Quality Basics, you can create forms from a master form template with the intention that they be completed electronically (Electronic Executed Forms) or on paper (Paper Executed Forms).
Master Form Templates
- Intended to be an empty form containing the fields that you would like users to fill out
- When created, Template Document Type can be set to either Electronic Executed Form or Paper Executed Form subtypes. You can also select Form, if the intention is to make it available for both subtypes.
- Follow Draft to Effective lifecycle
Electronic Executed Forms
- Created from the Master Form Template
- Filled out and then approved in Vault
- Follow Draft to Approved lifecycle
Paper Executed Forms
- Downloaded from the Master Form Template
- Filled out on paper, approved (ink signature) externally, uploaded into Vault
- Follow Initial to Final lifecycle
Content Protection
1. Prepare the Document Outside of Vault
Use your standard application (e.g., Microsoft Word, ensuring it is saved as a .docx file for compatibility with features like merge fields) to create the form. Within that application, use the document protection features to lock the static text and headers, leaving only the form fields editable.
2. Upload the Protected Document as Master Form Template
Upload this protected document as your Master Form Template into Veeva Quality Basics. When users subsequently create an Electronic Executed Form from this Master Form Template, the document they fill out will inherit the protections you set, limiting edits only to the designated form fields.