Extract a Commitment from a Document

Who can complete this task? Veeva RIM Basics: Vault Admin, RIM Admin, Submission Manager

As a condition of approving a pharmaceutical product to be marketed, or approving changes to the products, a Health Authority may require changes to a Submission, or require that additional information be provided in areas such as safety, efficacy or optimal dosage. These are regulatory commitments.

To make this process easy, you can extract commitments from existing documents. You can extract commitments from documents with the following classifications:

  • Regulatory > Correspondence
  • Clinical > Regulatory Support
  • Nonclinical > Regulatory Support
  • Quality > Regulatory Support
  • Regulatory > Meeting Materials and Presubmission Details
  • Regulatory > Multidisciplinary Info
  • Regulatory > Multidisciplinary Info
  • Regulatory > Request for Comments and Advice
  • Regulatory > Request for Comments and Advice Other
  • Regulatory > Response to Questions and Request for Information

Create a Commitment

To create a commitment:

  1. Navigate to Submission Mgmt > Library and open the document you want to extract a commitment from.

  2. Click the Health Authority Interactions icon.

    Screenshot step 1

  3. Click Select Commitments.

    Screenshot step 1

  4. Select text in the document. Each new selection will create a new annotation entry in the Commitments section.

    Screenshot step 1

Work on a Commitment

To work on the tasks needed for the commitment:

  1. In the Health Authority Interactions pane, click a commitment identifier.

    Screenshot step 1

  2. In the popup, select Change State to Ongoing from the Workflow menu.

    Screenshot step 2

  3. Click Yes.

    Screenshot step 3

  4. Click Edit (pencil icon).

    Screenshot step 4

  5. Fill in the necessary details, including assigning a Commitment Owner and Due Date. The document you extracted the commitment from is automatically attached to the commitment.

  6. Click Save.

    Screenshot steps 5 and 6

Close a Commitment

When the commitment has been fulfilled, you can close it.

To close a commitment:

  1. In the Health Authority Interactions pane, click a commitment identifier.

  2. In the popup, select Change State to Closed from the Workflow menu.

    Screenshot step 4

  3. Click Yes.

    Screenshot step 4

Commitment Statuses

Commitments use the following statuses:

  • Open: This status indicates that the Commitment has been created but work has not yet been started. 
  • Ongoing: This status indicates that work has started on the Commitment.
  • Closed: This status indicates that all tasks for the Commitment are completed and no further work is required.