Who can complete this task?
Veeva RIM Basics: Vault Admin, RIM Admin, Submission Manager, Document Manager, Document Participant
When you have been assigned an Authoring/Review task, Vault displays the task on the Submission Mgmt > Home tab.
Complete the following steps to complete an Authoring/Review task:
- From the Submission Mgmt > Home tab, select the All Tasks view to view your assigned tasks.
- Click Show more on the task to view additional task information.
- Click the document name or click Continue on the Authoring/Review task you need to complete. Vault opens the document and displays a task banner with the task due date, instructions, and task owner.
- Review and edit the document as needed. The steps for editing the document are different depending on whether your organization uses collaborative authoring.
- Once you have edited and reviewed the document and it is checked back into Vault, click Complete in the task banner. Vault displays a dialog asking you to confirm that you have completed the task.
- Click Complete in the dialog. Vault updates the document status to Draft, removes the task from your Home tab, and sends a notification to the task initiator to indicate that the task is complete.