About the Latest Release on Veeva Basics Help

LearnGxP Releases

Thu, 23 Apr 2026 00:00:00 +0000

May 2026

Scheduled for release on May 26, 2026

New & Updated Courses

Name	New	Redesign
CLC-101 Codes of Conduct
EHS-123 Electrical Safety
ELM-121 Risk-Based Equipment Qualification
ELM-135 MDSAP Essentials: A Global Regulatory Roadmap
ELM-224 The GxP Road Map: From Pipeline to Patient
EQT-002 Autoclaves

Retired Courses

Note Training Requirements for retired Veeva LearnGxP courses are not automatically retired in your Vault. You will need to obsolete the course manually.

Name	Retired	Notes
ELM-321 EU-MDR - Chapter V - Classification and Conformity Assessment		Combined with ELM-320 EU Medical Device Regulation
ELM-322 EU-MDR - Chapter VI - Clinical Evaluation and Clinical Investigations		Combined with ELM-320 EU Medical Device Regulation
ELM-323 EU-MDR - Chapter VII - Post Market Surveillance, Vigilance and Market Surveillance		Combined with ELM-320 EU Medical Device Regulation

April 2026

Scheduled for release on April 28, 2026

Upcoming Retirement Notifications

Tue, 21 Apr 2026 00:00:00 +0000

Note Training Requirements for retired Veeva LearnGxP courses are not automatically retired in your Vault. You will need to obsolete the course manually.

June 2026

Name	To Be Retired	Notes
ELM-134 Computer System Validation - Requirements - The Basis for Validation		Content covered in ELM-133 Integrating Assurance into the Software Life Cycle
ELM-155 Data Integrity - Data Governance		Content covered in ELM-154 Data Integrity - Data Governance
ELM-402 An Introduction to Process Validation Part 2		Content covered in ELM-401 Process Validation: Core Concepts
ELM-149A Computer System Validation - Periodic Review Strategies - Part 1		The important information in these courses will be distributed amongst the course redesigns within the CSA/CSV spectrum.
ELM-149B Computer System Validation - Periodic Review Strategies - Part 2		The important information in these courses will be distributed amongst the course redesigns within the CSA/CSV spectrum.
ELM-165A Computer System Validation - Validation Testing - Part 1		The important information in these courses will be distributed amongst the course redesigns within the CSA/CSV spectrum.
ELM-165B Computer System Validation - Validation Testing - Part 2		The important information in these courses will be distributed amongst the course redesigns within the CSA/CSV spectrum.
ELM-166A Computer System Validation - Maintaining the Validated State		The important information in these courses will be distributed amongst the course redesigns within the CSA/CSV spectrum.
ELM-167 Computer System Validation - Special Topics		The important information in these courses will be distributed amongst the course redesigns within the CSA/CSV spectrum.
ELM-181 Commissioning Qualification and Validation the Concept of CQV - Part 1		ELM-121 Risk-Based Equipment Qualification will be redesigned to incorporate important content from this course.
ELM-182 Commissioning Qualification and Validation the Concept of CQV - Part 2		ELM-121 Risk-Based Equipment Qualification will be redesigned to incorporate important content from this course.
ELM-183 Commissioning Qualification and Validation the Concept of CQV - Part 3		ELM-121 Risk-Based Equipment Qualification will be redesigned to incorporate important content from this course.
ELM-132 Computer System Validation - Basic Concepts, Regulations and GAMP5		Content covered in ELM-111 CSV Through the Lens of CSA
ELM-164 Computer System Validation - Application of the Validation Plan		ELM-163 Computer System Validation - Validation Master Plan will be redesigned to incorporate important content from this course.
ELM-136 Medical Device Single Audit Program (MDSAP) - Part 2		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)
ELM-137 Medical Device Single Audit Program (MDSAP) - Part 3		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)
ELM-138 Medical Device Single Audit Program (MDSAP) - Chapters 1 to 4		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)
ELM-139 Medical Device Single Audit Program (MDSAP) - Chapters 5 to 7		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)
ELM-140 Medical Device Single Audit Program (MDSAP) - Australia		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)
ELM-141 Medical Device Single Audit Program (MDSAP) - Brazil		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)
ELM-142 Medical Device Single Audit Program (MDSAP) - Canada		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)
ELM-143 Medical Device Single Audit Program (MDSAP) - United States		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)
ELM-144 Medical Device Single Audit Program (MDSAP) - Japan		Will be combined into ELM-135 MDSAP Essentials: A Global Regulatory Roadmap (coming soon)

Contains Sensitive Information

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

To help you more easily control access to sensitive documents, you can now flag documents in your RIM Vault as containing sensitive information.

Vault Admins and RIM Admins will always be allowed to see sensitive documents, but you can specify individual non-Admin users (such as Document Managers) who can also see sensitive documents.

New Field on User Profiles

Allow Non-Admins to See Sensitive Docs: If answered yes for a non-Admin user, such as a Document Manager, the user will be allowed to see all documents marked as containing sensitive information.

Curriculum Sequencing

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

Prior to this Release:

Curricula for a Learner Role were displayed to the Learner in alphabetical order, which may not be the most appropriate order.
Learners received all Training Assignments for the Curricula specified for their Learner Role at once. You could not automatically delay the assignment of a curriculum, for example, for 30 days after their start date.

Starting in this Release:

Training Admins can now 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.

Document External Approval

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

Starting in 26R1, Suppliers can now approve documents in your Vault. You can send documents following the Draft to Approved lifecycle to Suppliers for External Approval.

Allow an External Organization Contact to Approve Documents

Vault Admins and Quality Admins can manage external approvers as Contacts for an External Organization.

To allow a contact for an external organization to approve documents:

Navigate to Quality Admin > Quality Data > Organizations and select an External Organization.
Open the Contacts section and create a new contact or edit an existing contact.
If creating a new contact, enter the First Name, Last Name, and Email. Enter any other optional information.
Select Document Approver from the Allow As dropdown.
When Document Approver is selected, the Language, Locale, and Timezone fields become required. Enter those details.
Click Save.

Send a Document for External Approval

To send a document for external approval:

Document Field Enhancements

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

Prior to this Release:

You could use the Additional Information field to capture general information about the document or you could use the field to provide a name for the document using your organization’s naming convention, rather than relying solely on the document’s autoname.

Starting in 26R1:

The Additional Information field is renamed Title, making it more appropriate for you to record the document name using your organization’s naming convention.

Global MLR Expansion

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

Prior to this Release:

United States was the only available Country for MLR routing in PromoMats Basics.

Starting in 26R1:

The following new Country values can now be used for MLR routing:

Global
France
United Kingdom
Spain
Italy

In PromoMats Basics, the lifecycle that a document will follow depends on the input for the Country and Product Type fields, and whether or not the Approved with Changes Country Setting has been enabled by a Vault or PromoMats Admin. To accommodate all relevant regulations, additional workflows and roles are available based on these selections.

Introducing Veeva AI

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

Important Veeva did not create the LLM that Veeva AI uses, and it is never trained using your data.

Veeva AI, comprised of the Quick Check Agent and the Content Agent, are generative AI tools designed to accelerate the MLR process in Veeva PromoMats Basics by proactively detecting issues in materials, answering questions about materials, and more.

Overlays for Protected PDFs

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

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

Veeva recommends using the built-in system workflows to sign documents. However, you may bring protected documents into your Quality Vault that were signed outside of Vault.

In order to preserve the integrity of those protected documents, by default Vault will not apply overlays to protected documents. Vault Admins can choose to apply an overlay when generating the viewable rendition of a protected PDF.

Release Training

Fri, 21 Nov 2025 00:00:00 +0000

Your browser does not support iframes. Please use the direct link: Launch Course

Having trouble viewing? Open it in a new tab.

eCTD Compliance Package Generation

Wed, 05 Nov 2025 00:00:00 +0000

You can now generate eCTD compliance packages directly from PromoMats Basics. This new functionality supports both pre-clearance and post-marketing submissions.

Regulatory Submissions is a new tab collection that allows Submissions Coordinators to manage Product Information, Compliance Packages, Health Authority Documents, and key data for the eCTD compliance package generation process.

Users with the Submission Coordinator system assignment now have expanded permissions related to eCTD and Product Data.

Note A new training course, Veeva PromoMats Basics: Submission Coordinator, will be available on November 21, 2025 to train users with this system assignment.

Set Up Core Data

Prior to generating an eCTD package, the Submission Coordinator must first set up the Applicant and Application data.

Product to Material

Sat, 01 Nov 2025 00:00:00 +0000

Quality data previously called Product is now called Material, which can be further classified into the type of material they are, allowing a broader range of materials to be captured in the system.

The following Material Types and Subtypes are now supported:

Material Type	Material Subtype
Finished Product
Raw Material	Active Pharmaceutical Ingredient (API)
Raw Material	Catalyst
Raw Material	Excipient
Raw Material	Packaging Component

Best Practice During the release, all existing Products in your Vault will become Materials and will automatically be assigned a material type of Finished Product. We recommend that Vault Admins/Quality Admins review and update the Material Type/Subtype of existing records as applicable.

How to Reclassify Existing Records

Watch this video (1 min) to learn how to reclassify existing Material (previously Product) records after the 25R3 release.

Approved with Changes

Fri, 31 Oct 2025 00:00:00 +0000

Note The Approved with Changes feature is enabled by a Vault Admin on a country by country basis in Country Settings. While PromoMats Basics is in Early Adopter status, “United States” is the only selection available for this feature.

Approved with Changes (AWC) is a new verdict in the MLR approval workflow. An Approved with Changes verdict indicates that the material is substantively approved but requires small, minor edits.

Country Settings

Fri, 31 Oct 2025 00:00:00 +0000

Note While PromoMats Basics is in Early Adopter status, “United States” is the only selection available for this feature.

Country Settings is a new tab in the PromoMats Admin tab collection that allows Vault Admins to manage two pieces of functionality for active countries:

Approved with Changes determines whether the Approved with Changes option is enabled within the Material lifecycle for that country.

Document Confidentiality

Fri, 31 Oct 2025 00:00:00 +0000

Important You must mark your confidential documents before the 25R3 release on December 5, 2025. Failure to do so could result in confidential documents being exposed to all users.

Document confidentiality is a new security feature that makes it easy for you to control security for confidential documents.

In the 25R2 Release (Aug 2025):

We added a new field Confidential? to all document types and asked you to mark your confidential documents.

Starting in this Release:

RIM<>CLIN Connection Study-Specific

Fri, 31 Oct 2025 00:00:00 +0000

Prior to this Release:

You could connect your RIM and ClinOps vaults at the vault level. When enabled, all studies inherited the connection.

Starting in 25R3:

You can now opt in to the RIM<>CLIN connection on a study-by-study basis to allow for different outsourcing or operating models.

When you create a new study, answer yes to Connect to Veeva RIM to have study data transferred to your connected Veeva RIM Vault.

Supplier Quality Management (SQM)

Fri, 31 Oct 2025 00:00:00 +0000

Important Supplier Quality Management (SQM) requires implementation. See the Implementing SQM section below for more information.

We have added a new module to QMS - Supplier Quality Management (SQM).

SQM enables you to qualify external sites, such as suppliers, CROs, labs, etc. as a provider of one or more materials and/or services.

To support this change:

Known Issues

Wed, 22 Oct 2025 00:00:00 +0000

Category	Description
Clinical	The Principal Investigator field displays on create for the Study Site object.
QMS	QA users that existed prior to the 25R3 release will not be able to create Organization records as intended. As a workaround, edit the user record, remove QA from the user’s System Assignments and save. Then edit the user record again, add QA back and save.
QualityDocs	When a Document Change Control (DCC) is reassigned, the Document Change Control Approver role on the document is not cascaded to the person it was reassigned to and the new approver may not be able to see the document. As a workaround, manually add the user to the document when you do the reassignment.

Release Communication

Thu, 07 Aug 2025 00:00:00 +0000

You can choose to receive Vault Service Availability Notifications (email notifications about planned releases and system maintenance). The communications include links to pertinent information and documentation, and the time/day of the update.

Best Practice Because Vault allows only one email address to be designated to receive Vault Service Availability Notifications, we recommend using a distribution list email address so that all users who require this information can receive it.

You are not able to manage Vault Service Availability email preferences on your own.

Release Center Overview

Wed, 15 Jan 2025 00:00:00 +0000

Watch this video to learn how to leverage the Veeva Basics Release Center to get the most out of releases.

Your browser does not support iframes. Please use the direct link: Launch Course

Having trouble viewing? Open it in a new tab.

Release Process Overview

Wed, 15 Jan 2025 00:00:00 +0000

Please watch this video to understand the Veeva Basics release process so that you understand:

What to expect on release night
Where to learn about the features and changes coming to your Vault
What to do to “accept” the release
How to communicate the release to end users

This video contains links to other resources, including some in Veeva Compliance Docs. If you don’t have access to Compliance Docs, you can request access by contacting our Global Service Center (GSC).

25R2 Release Notes

Mon, 01 Jan 0001 00:00:00 +0000

Use the filters below to search for specific release notes.

Release Schedule

Mon, 01 Jan 0001 00:00:00 +0000

RELEASE SCHEDULE

March 23, 2026

Release Notes

April 3, 2026

Release Training
Product Training

April 13, 2026

Validation Package

April 17, 2026

26R1 Release
Help Documentation
New SOPs