Veeva Quality Basics will never require you to create binders for your documents. We provide powerful metadata and filters that enable you to find the documents you’re looking for, and keep those documents at your fingertips using views.
However, there may be some select scenarios where layered organization is needed and you want to use binders. In these scenarios, Admins can create a binder.
Binders may be appropriate, for example, when organizing validation documents, or organizing documents by lot file. While other scenarios, such as grouping all documents by project, we recommend using filters and creating a view.
To create a binder:
Navigate to Document Workspace > Working Library and click Create.
Select Binder and click Continue.
Select Binder as the document type and click Next.
Complete the required information. If applicable, you can also specify the related document Supplier, Product, and/or Batch.
Click Save.
The shell of the binder has been created and is in the Initial state.
Add Documents to a Binder
To add documents to a binder:
Click Edit Binder.
Click Add.
Select the type of content to add: Section or Existing Documents.
If adding a new Section, provide the section Name and click Save.
If adding existing documents, click the add icon () for each document you want to add.
When you’re done working with the binder content, click Done Editing.
Add Viewers or Contributors
When the binder is in the Initial state, only the person who created it can see it. However, there may be times when you want users to see the binder before it’s finished.
For example, you may create a validation binder with only the validation plan and approved script templates to start with. Over time, other documents are approved and added to the binder. The binder won’t be made final until much later when the full validation is completed. You can make the binder public to allow users to see the binder in the Initial state so they can follow along as validation activities are completed.
To add users as viewers or contributors while it’s in the Initial state:
If you want other users to be able to add content and share responsibility for managing the binder, select Add Binder Contributors.
Otherwise select Make Binder Public.
If adding binder contributors, select the users you want to be able to contribute and click Start.
Send for QC or Mark as Final
Once your binder is set up as you want it and the documents have been added, you have two choices. You can send it for QC. Or you can mark it as final without going through QC.
To send a binder for QC:
Select Send for QC from the Workflow menu.
Select the QC Reviewers and Due Date and click Start.
To mark a binder as Final:
Select Mark as Final from the Workflow menu.
Click Yes.
Once Final, you can no longer edit the contents of the binder or change its structure. But just like with documents, you can create a new version, make the changes, and then send that version for QC or mark as final.