Why Didn't Training Assignments Go Out?

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

Note Applicable training is assigned to Learners overnight.

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.

You can learn more about how to set up your Training Matrix in Veeva Basics Help.

Best Practice While actively working on updates to the training matrix, leave Learner Role, Curriculum, and Training Requirement records in an Initiated state until updates are complete so that training is not sent to learners before it is fully ready. When you’re ready, update to Ready for Use.

Learner Role, Curriculum, and/or Training Requirement Not Ready for Use

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

Documents Not in a Steady State

You can add a document in any state to a Training Requirement. However, Learners can only train on steady state documents. For Draft to Effective documents, the steady state is Issued or Effective. For Draft to Approved documents, the steady state is Approved. For Initial to Final documents, the steady state is Final.

No Learners in a Learner Role

Learner Roles are a way of grouping Learners that need to complete the same Training Assignments. A Learner can have multiple Learner Roles. You have the option to automatically assign Learners to a Learner Role based on their Department or Job Title. You can also assign Learners to a Learner Role manually.

User Record Does Not Have Training License

Training assignments can only be sent to learners if they have a training license.

A Vault Admin should add the Training Admin (if applicable) or Learner system assignment to the user record.

Training Job Not Turned On

While you’re preparing to go business live in Production with Veeva Quality Basics, we keep the Update Training Assignments job inactive.

This gives you time to:

Migrate training completions (if applicable)
Build your Training Matrix without affecting Learners

Important Contact Support at least 24 hours before you would like your training to start going out to end users. The Quality Basics team will activate the Update Training Assignments job in your Production Vault.

Note: This is a step in your BLT (Basics Live Tracker).