Veeva Quality Basics: Training on Veeva Basics Help

Veeva Basics Training Courses

Fri, 01 May 2026 00:00:00 +0000

Veeva Basics provides role-based eLearning courses for all Basics applications. These eLearning courses (documents and associated Training Requirements) are automatically loaded into your Veeva Quality Basics Vault.

Preview eLearning Content

If desired, you can preview any of the role-based eLearning courses in your Veeva Quality Basics Vault.

Add to Training Matrix

Training Requirements and Curricula are in the Initiated state when they are first created or added to your Vault.

If you want the Veeva Basics role-based eLearning to be part of the assignments that go out to your learners, you must set them up in your training matrix.

Manage Study Training in your Quality Basics Vault

Mon, 27 Apr 2026 00:00:00 +0000

Best Practice We recommend using crosslinks to bring version-specific documents into Quality Basics and train learners on study-specific documents there.

If you do not have an eTMF Vault, you can use the alternate method.

With an eTMF Vault

If you have an eTMF Vault:

Create crosslinks to bring your study-specific documents into your Quality Vault.

Important Make sure to mark the documents confidential in your Quality Vault to ensure the documents are only visible to the learners assigned them for training, doc control users, and admins.
Create Learner Roles, Curricula, and Training Requirements, making sure the correct learners are added to the learner roles.

Duplicate Training Assignments

Fri, 24 Apr 2026 00:00:00 +0000

A learner will receive duplicate training assignments in the following scenarios:

Issued/Effective Versions

If the learner is a new learner for this training, they will need to complete training on both the currently Effective version, as well as the Issued version.

Different Training Requirements with Same Document

The learner will need to complete both Training Assignments.

Best Practice We recommend not including the same document on two different Training Requirements.

Same Training Requirement in Different Curricula

The learner will only need to complete the Training Assignment once. However, the duplicate assignment could show up on reports. The report refers to curriculum completion, and one training may be related to multiple qualifications so the report would show one line for each training assignment for every curriculum assigned for the learner.

Change Training Matrix States in Bulk

Tue, 14 Apr 2026 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

When you have many lifecycle state changes to make in your trainig matrix, you can save time by changing the states of Learner Roles, Curricula, or Training Requirements in bulk.

You change the lifecycle state to any of the following:

Retired
Ready for Use
Initiated

When you first create a Learner Role, Curriculum, or Training Requirement, it is in the Initiated state. You must change its state to Ready for Use before it can be used to create training assignments.

Curriculum Sequencing

Wed, 11 Mar 2026 00:00:00 +0000

Training Admins can set the order in which they want Curricula within a Learner Role to be shown to the Learner. For example, if you want to sequence the curricula from introductory training to more advanced training.

You can choose to make the sequence a visual recommendation only:

Or you can choose to enforce the sequence of how Learners must complete the training:

If enforced, you can specify whether Learners will unlock the next curriculum in a sequence by either:

Track Training Assignments

Mon, 05 Jan 2026 00:00:00 +0000

Training Assignments may include reading and understanding assigned documents, passing a quiz, completing an external training assignment, or performing other training requirements.

Training Assignments may be created through:

Additionlly, 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.

How Do I Fix Incorrectly Assigned Training?

Mon, 22 Dec 2025 00:00:00 +0000

If you find that training has been assigned to learners that you did not intend, you will need to either break the Training Requirement link or the Person link in order to cancel the erroneous Training Assignments.

Refer to the scenarios listed here to understand which remedy is applicable in your situation.

Note Training is evaluated on an hourly basis, at the half-hour mark. Associated Learner Roles, Curricula, and Training Requirements must be in Ready for Use state in order for training to be sent out or cancelled.

Important Changing the state of a Training Requirement from Ready for Use back to Initiated does not cancel any outstanding Training Assignments. It will place the Training Requirement in “maintenance mode,” where any updates won’t be considered until it is back to Ready for Use.

Incorrect Training Requirement

Why Didn't Training Assignments Go Out?

Fri, 24 Oct 2025 00:00:00 +0000

If you expected Training Assignments to be sent out to Learners and they were not, refer to this list of issues and resolutions.

Note Training is evaluated on an hourly basis, at the half-hour mark. Any applicable training will be assigned to learners.

If you are still experiencing issues, please contact Support.

Best Practice We highly recommend all Training Admins complete the Quality Basics: Training Admin course.

Training Matrix Not Complete

The core functionality of Quality Basics: Training is automated; however, you still need to set up some aspects of the training matrix before automation can occur.

Update a Quiz

Fri, 12 Sep 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

You can create quizzes for a more thorough assessment of a Learner’s understanding of the training material. If the Learner fails the quiz, they must take it again and pass it before they can complete their training assignment.

If you need to update an existing quiz design, follow these best practices.

Learner Roles

Wed, 09 Jul 2025 00:00:00 +0000

Learner Roles

Learner Roles are a way of grouping Learners that need to complete the same Training Assignments, keeping in mind that a Learner can have multiple Learner Roles. You have the option to automatically assign Learner Roles to Learners based on their Department or Job Title.

Individual Learner Roles

Sometimes you may need to assign Curricula to a single Learner that does not fit your existing Learner Roles. In this case, you can use Individual Learner Roles, which allow assignment of Curricula to a single Learner, when training needs to be targeted to individuals on a case-by-case basis.

Learners

Wed, 09 Jul 2025 00:00:00 +0000

A Learner record must exist for each person you want to track training progress for in Quality Basics: Training. Learner records are either created automatically by the system or created manually depending on whether the Learner is also a Vault user. Both Vault Admins and Training Admins can create and manage Learners.

The following Learner types are available:

Existing Vault Users: Learners who are existing Vault users. When you create a new Veeva Quality Basics user, Vault automatically creates a Learner record for the user. Vault copies all shared fields from the User record to the Learner record. Because Learner and User records are connected, when you update a shared field on one record, Vault updates it on the corresponding record. Learners who are existing Vault users with the appropriate security profile can access training functionality in Quality Basics: Training.
External Learners: Learners who are not Vault users. You can manually create an external Learner record for someone who is not a Vault user, for example, an external contractor who needs to review a Training Requirement. You can make training content available outside of Vault and track an external Learner’s training completion using Facilitated Training, which helps to ensure that external Learners are automatically assigned the correct training assignments.

The following limitations apply to Learner records:

Quality Basics: Training

Wed, 09 Jul 2025 00:00:00 +0000

Quality Basics: Training provides features that help you manage role-based qualification and training to support job and audit readiness while demonstrating compliance. It gives companies the tools necessary to deliver the right content to the right Learners. As part of the Veeva Quality Basics suite of applications, Quality Basics: Training guides you through a seamless, continuous lifecycle for content development, changes and delivery, and role readiness.

Quality Basics: Training Features

Quality Basics: Training includes Vault platform features and functionality and provides the following additional features and functionality:

Training Assignments

Wed, 09 Jul 2025 00:00:00 +0000

All Training Assignment tasks require an eSignature to indicate that you have completed the task. This may include reading and understanding assigned documents, passing a quiz, completing an external training assignment, or performing other training requirements.

Depending on your security profile, you can access training assignments from the My Learning tab, your My Tasks, or a link in a notification. You can also access training assignments in mobile device browsers.

Click the name of a Training Assignment on the My Learning tab, My Tasks view, or notification to open the task page. The task page displays additional details about what is required to complete the training assignment task.

Training Matrix

Wed, 09 Jul 2025 00:00:00 +0000

Quality Basics: Training allows Vault Admins and Training Admins to maintain a training matrix, which includes Learner Roles, Curricula, and Training Requirements. Changes to the training matrix automatically push training assignments and workflow tasks to users for completion. Additionally, document revisions you perform in Quality Basics: QualityDocs can trigger the assignment of workflow tasks to users.

The core functionality of Quality Basics: Training is automated; however, you still need to set up some aspects of the training matrix before automation can occur. While you are creating your training matrix, all records remain in the Ineligible state. Once you finish creating your training matrix, you can update the applicable records to Eligible, and Vault begins automatically issuing assignments to Learners based on their Learner roles.

Training Requirement Prerequisites

Wed, 09 Jul 2025 00:00:00 +0000

You can use Training Requirement Prerequisites to require learners to complete training assignments within a curriculum in a specific order.

Here are some example scenarios.

Scenario 1

This curriculum is made up of two training requirements. You can use prerequisites to make sure CAPA Process remains locked until learners complete Fundamentals of CAPA.

Scenario 2

You can also use prerequisites to unlock more than one course at a time. For example, if you want learners to complete Fundamentals of GVP before completing any of the remaining training, you can add it as a prerequisite to all.

Training Requirements

Wed, 09 Jul 2025 00:00:00 +0000

Training Requirements are the criteria that Learners must satisfy to complete a curriculum. They are used to create Training Assignment tasks for Learners. For example, you might create a Vault Document Training Requirement to review the Employee Conduct Policies as part of the General GxP Documents curriculum. Learners in the General GxP Documents curriculum receive Training Assignment tasks to complete the required training.

Training Requirement Types

While some training requirements may require a simple Read & Understood signature for completion, others may include additional paths for learning and certifying completion. Training requirements may also include a combination of training types. For example, a Learner may need to review a video, read and understand supplementary material, and then complete a quiz to demonstrate knowledge. Note that once you create and save a training requirement, you cannot change its type.

Add a Supplemental Material to a Training Requirement

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

Available only for Vault Document Training Requirements, the Supplemental Materials section allows you to add training-optional documents that are not required for a Learner to complete the Training Assignment. Content in the Supplemental Materials section is considered “live” and is not version-specific.

To add a Supplemental Material:

Change a Learner from Non-Vault User to Vault User

Sun, 29 Jun 2025 00:00:00 +0000

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

A Learner record must exist for each person you want to track training progress for in Quality Basics: Training. For Vault users, Learner records are created automatically by the system.

However, you have the option to manually create a Learner for someone who is not a Vault user. If later that person becomes a Vault user, follow these steps.

Change Training Requirement State

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

When you first create a training requirement, it is in the Initiated state. You must change a training requirement to Ready for Use before it can be used to create training assignments. When a training requirement is no longer applicable and should not be used to assign training, you can change its state to Retired, which cancels any open training assignments associated with the training requirement.

Complete a Curriculum Periodic Review

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

To help you ensure your curricula are up to date, Vault automatically sends annual Periodic Review to Training Admins for each Ready for Use curriculum. A Training Admin can accept the available task and complete the review. When you mark a curriculum as Ready for Use, Vault sets its Next Periodic Review Date to one (1) year from today and sets its Start Periodic Review Date to 90 days before the Next Periodic Review Date. Vault automatically sends the Periodic Review task to Training Admins on the Start Periodic Review Date.

Complete a Training Assignment

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics users with Learner system assignment.

Complete a Document Training Assignment

Document training assignments require you to read and understand the contents of one or more documents, videos, or media files, and record your eSignature to indicate that you have completed the task.

To complete a document training assignment:

Complete a Training Requirement Impact Assessment

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics Training Admin

When a document in a training requirement is updated, either through document change control or normal document release processes, it may be necessary to review any related materials or quizzes in the training requirement to determine if any changes are needed. Quality Basics: Training provides tools for integrating these reviews into your training system with Training Requirement Impact Assessments (TRIAs).

Complete an External Training Assignment

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics users with Learner system assignment.

Complete an External Training Assignment

External training assignments involve activities that occur outside of Vault, such as a seminar or certification training held by a third-party organization.

To complete an external training assignment:

Navigate to Document Workspace > Home and select the My Tasks.
Click the name of a Training Assignment to open the task page, which displays details for the training and whether you need to provide proof of completion, such as a certificate.
Attend or otherwise perform the external training exercise, and obtain proof of completion if necessary.
Return to the external training assignment task page.
If the training requires proof of completion, click Upload and attach the file with the necessary proof.
In the Complete External Training dialog, select I have read and understood this document and enter your User Name and Password
Click Complete. Vault changes the training assignment to Completed and removes it from your Home and My Learning tabs.

Resubmit an External Training Assignment

If a training assignment requires proof of completion, Vault assigns a Verify External Training task to your manager or Training Admins to review the submitted proof and either approve or reject it. If your proof of completion is rejected, Vault assigns a Resubmit External Training task to you with any notes regarding the rejection and you must resubmit the proof of completion.

Complete an External Training Verification Task

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics Training Admin

Some external training assignments require the Learner to upload proof that they completed the training, and the Learner’s manager or a Training Admin must review the proof and verify that the training assignment is complete.

If you are the Learner’s manager, a Verify External Training task is automatically assigned to you after the Learner submits their assignment and is displayed in your All Tasks view. If the Learner does not have an associated manager, a Verify External Training task is made available to all Training Admins.

Create a Curriculum

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

Curricula are used to organize the requirements needed to complete a specific area of training. For example, you may create a General GxP Documents curriculum as part of the Solid Dosage Specialist learner role. Each learner role can be associated with up to 60 curricula.

Create a Learner

Sun, 29 Jun 2025 00:00:00 +0000

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

A Learner record must exist for each person you want to track training progress for in Quality Basics: Training.

Learner records are automatically created for Vault users you add to your Quality Basics Vault.

Create an External Learner

Sometimes you might need to create an external Learner who is not a Vault user, for example, an external contractor that needs to train on a document. Although external learners will not be able to log in to Veeva Quality Basics, you can provide training content to them outside of the system (i.e., not via Vault) and then track their training completion through Facilitated Training.

Create a Learner Role

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

Learner Roles are a way of grouping Learners that need to complete the same Training Assignments. A Learner can have multiple Learner Roles.

Steps to setting up a Learner Role:

Create Learner Role
Associate Curricula
Associate Learners (if not enrolling automatically)
Change State to Ready for Use

Create a Quiz

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

Create a Quiz

To create a quiz:

Create a Training Requirement Prerequisite

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

Create Training Requirement Prerequisites to require learners to complete training assignments within a curriculum in a specific order.

Remember that prerequisites are applied on a curriculum by curriculum basis.

To create a training requirement prerequisite:

Open the Training Requirement you want to add a prerequisite to. The Training Requirement must be in the Initiated state.

Create a Vault Document Training Requirement

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

Training Requirements are the criteria that Learners must satisfy to complete a curriculum.

To create a Vault Document Training Requirement:

Navigate to Training Admin > Training Matrix > Training Requirements.
On the All Training Requirements page, click Create.
In the Create Training Requirement dialog, select Vault Document Training Requirement from the drop-down and click Continue.

Create an External Training Requirement

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

Training Requirements are the criteria that Learners must satisfy to complete a curriculum.

To create an External Training Requirement:

Navigate to Training Admin > Training Matrix > Training Requirements.
On the All Training Requirements page, click Create.
In the Create Training Requirement dialog, select External Training Requirement from the drop-down and click Continue.

Import Training Assignments in Bulk

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics Training Admin

If your site has a large number of training assignments or other data to upload to Vault, contact Veeva Basics support for information about Vault Loader, which allows Vault Admins to upload data to Vault in bulk. Veeva Basics support can help you determine whether Vault Loader is appropriate for your situation.

Manage a Direct Assignment

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics Training Admin

Direct assignments allow you to issue training assignments to Learners outside of their Learner role separately from the system-automated assignment process. This is useful for situations that require Learners to train on documents that may not be part of their normal training matrix or when you need to manually assign retraining. You can also use direct assignment to assign Learners a curriculum, which can contain multiple training requirements.

Manage Facilitated Training

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics Training Admin

Facilitated training allows Vault Admins and Training Admins to grant Learners completion credit for training assignments. You can use facilitated training to manage training assignment completion for both Vault Learners and External Learners.

Facilitated Training for Vault Learners

You can mark training assignments complete in bulk for Vault Learners once Vault automatically creates their training assignments based on their Learner role. For example, you may need to add completed assignments to a Learner’s record for training they have completed in the past. You can create a Facilitated Training record and select the automatically-created training assignments for which to give completion credit.

Self-Enroll in a Training Requirement

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics users with Learner system assignment.

You can self-enroll in available training requirements in the Explore tab on the My Learning tab.

To self-enroll in a training requirement:

Navigate to Quality Consumer > My Learning and select the Explore tab.
Scroll through the available training requirements, use the filters to narrow down your available training requirements, or search for the training requirement you want.

Send a Curriculum for Periodic Review

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Training Admin

Training Matrix Recommendations

Sun, 29 Jun 2025 00:00:00 +0000

This page provides recommendations for how to structure training on Veeva Basics training courses, whether your users complete training in a Veeva Basics Quality Vault, a full Veeva Quality Vault, or even your own LMS.

As you refer to this page, note the following:

Curriculum is an outline of training for a certain user role
Description highlights when it should be assigned and what users will achieve by completing the curriculum
Training Requirements list exactly which courses are included in the curriculum

Clinical Basics

Use External Training Requirements for CVs and JDs

Sun, 29 Jun 2025 00:00:00 +0000

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

For curriculum vitae (CV) and job descriptions (JD), Veeva Basics recommends creating an external training requirement for each, with proof and verification required.

Only Training Admins and the Manager will have visibility of the CV/JD after the user uploads it.

To use external training requirements for CVs and JDs:

Use the My Learning Tab

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Quality Consumers

The My Learning tab displays all of the information you need to view your overall training status and complete your training assignments. You can view the My Learning tab in your desktop browser or your mobile device browser.

To access the My Learning tab, navigate to Quality Consumer > My Learning.

Use the My Team Tab

Sun, 29 Jun 2025 00:00:00 +0000

Who can complete this task? Veeva Quality Basics: Quality Consumers with direct reports

The My Team tab, available in the Quality Consumer tab collection, allows managers to easily track the training status of their direct reports.

Note Learners with overdue training assignments are notified of their outstanding training assignments weekly via the Overdue Training Assignment flash report.

View Training Assignment Status

The My Team tab displays a training assignment status card for the following statuses: