Veeva Vault

Course Overview

Veeva Vault is a cloud-based content management platform and a suite of applications designed for life sciences companies.

This live (online) course is aimed at professionals and administrators looking to effectively manage documentation and processes in a regulated environment. By the end of the course, participants will be able to manage documents, track product metadata, and automate team workflows.

Course Format

• Live overview and discussion.
• Numerous exercises and practical tasks.
• Hands-on practice in a live-lab environment.

Prerequisites

• Basic experience in handling documents or business processes

Introduction to Veeva Vault

• Overview of the Veeva Vault platform and its role in Life Sciences
• Understanding cloud-based document management concepts
• Overview of platform applications and capabilities
• Understanding Veeva Vault architecture

User Interface and Navigation

• Navigating the Veeva Vault environment
• Dashboards, menus, and workspaces
• Customizing views and user preferences
• Accessing key content management features

Document Lifecycle Management

• Understanding document lifecycles
• Creating and managing document states
• Versioning and revisions
• Review, approval, and control

Configuration and Security

• Basics of metadata and field configuration
• Managing roles, groups, and permissions
• Document-level security controls

Reporting and Workflows

• Generating reports and data analytics
• Configuring workflows
• Assigning tasks and approvals

Hands-on Live-Lab Workshops

• Performing tasks in a live environment
• Best practices and maintaining GxP compliance
• Q&A session with the instructor