Send a Non-GxP Document for Approval

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Last updated: Jan 6, 2026
Who can complete this task? Veeva Quality Basics: Document Workspace User

Non-GxP documents follow a modified Draft to Effective Lifecycle. Unlike GxP training materials, they do not go through document change control. When it’s ready to be approved, you can send it for non-GxP approval.

Non-GxP Document Approval

To send a non-GxP document for approval:

  1. Open the document and select Send for Non-GxP Approval from the Workflow menu.

    Screenshot step 1

  2. Select one or more Approvers (any document workspace user or non-GxP user).

  3. Specify an Approval Due Date.

  4. Click Start.

    Screenshot steps 2 3 and 4

Once the document is approved, it becomes effective immediately.

Note If a document will be trained on, Approvers and QA Approvers of the document will automatically receive training credit if it is in their matrix since they will have thoroughly reviewed the document during the approval process. If you also want to give the document owner credit for training on the document, add them as an approver.

When an approver receives training credit, a Training Assignment record will be created in the system in a Completed state. You can see the Completion Source of Document Participant Credit on the Training Assignments page.

Document Not Found Message

Note that if a non-GxP user approved the document, upon approval, they will see a Document Not Found message. This is expected. Remember that non-GxP users (except during the context of completing assigned training) can only view documents for which they are an owner.

Screenshot document not found message

Non-GxP Document Obsolescence Approval

You can send a non-GxP document for obsolescence approval in a similar manner. Obsolescence approval also only has one level of approval.

Screenshot obsolescence approval