Content Plans

Submission content plans help you collect the documents that you want to include in a single submission package. Content plans allow you to quickly assess which documents have been included and which documents are missing, and allow you to verify each document’s approval status to see if they are ready to be submitted.

After you’ve created an application and submission, you can use the submission to create a submission content plan.

Vault Admins, RIM Admins, and Submission Managers have access to create content plans in the Submissions tab, while Document Managers do not.

Working with content plans involves the following general steps:

1. Create the content plan from your submission.
2. Identify which document types you want to include in the content plan.
3. Add individual documents to the identified document types.
4. Approve and version-lock all matched documents.
5. Create a binder of the documents you want to submit and export it to a ZIP file.
6. If you are not publishing in Veeva RIM Basics, outside of Vault, share the ZIP file with your third-party publishing tool to send to the Health Authorities.
7. Lock the content plan and binder to reflect the published output that was submitted to the Health Authorities.