Who can complete this task?
Veeva RIM Basics: Vault Admin, RIM Admin, Submission Manager, Document Manager, Document Participant
Once a document is ready for review or needs to have its content edited, you can route the document through the Authoring/Review workflow. You can edit a document’s contents using collaborative authoring if it is enabled by your organization, or you can edit a document without collaborative authoring by checking it out, editing it, and checking it back in.
Complete the following steps to start the document Authoring/Review workflow and assign the Authoring/Review task:
- From the Submission Mgmt > Library tab, open the document you want to assign for authoring and review.
- From the Workflow Actions menu, select Start Authoring/Review. The Start Workflow dialog is displayed.
- From the Authors/Reviewers drop-down, select the users or groups you want to assign the document to and select a Due Date.
- Optional: Enter any additional instructions for the assigned users.
- Click Start. Vault updates the document status to In Authoring/Review and assigns an Authoring/Review task to the users you selected.