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EncartaLabs

Veeva Vault Administrator

( Duration: 3 Days )

In Veeva Vault Administrator training course, you will learn about a true cloud enterprise content management platform and suite of apps designed particularly for life sciences. You will also learn about Vault’s features and how to use it. Veeva Vault delivers a single source of truth for life science organizations, reducing complexity and increasing business agility. In reality, Veeva Vault maintains not just regulated documentation, but also essential information from product development to commercialization. You will learn how to manage this unique blend of documents and data, as well as how companies employ these vault capabilities to increase productivity and gain deeper insight.

This Veeva Vault training begins with an introduction of vault features, followed by an overview of Veeva Vault architecture and an overview of the environment. It will then go on to the Access Management section, where you will learn about Roles Overview, User Profile Overview, Groups Overview, Security Profile Overview, and Permissions Set Overview. You will be prepared to maintain the Vault platform. Whether your organization uses an R&D Vault (eTMF, QualityDocs, or RIM) or a Commercial Vault (PromoMats or MedComms), the techniques you learn in this session may be utilized across the board. Finally, Vault platform fundamental features, setting user access, security, object management, document type management, lifecycles, workflows, and reporting topics are discussed.

By attending Veeva Vault Administrator workshop, delegates will learn:

  • Object Overview
  • Types of Object in GMIP Vault
  • How to Configure objects
  • Objects Properties and Access security for Objects
  • Overview of System Audit log history
  • Logs Overview
  • Overview of Login Audit log history
  • Overview of Object Record Audit log history
  • How to create a report
  • Use of Report property
  • Email Notification
  • Vault Settings and API setup as well

The Veeva Vault Administrator class is ideal for:

  • Anyone who will be serving as a Vault Business Administrator, Vault System Administrator, or Vault Configuration Specialist.

COURSE AGENDA

1

Introduction to Veeva Vault

  • Veeva Products Overview
  • Help Resources
  • Releases
2

End User Console Overview

  • Logging into Vault
  • My Vaults Page
  • End User Console Interface
  • Documents and Binders
3

End User Operations

  • Classifying Documents
  • Placeholders and Crosslinks
  • Sharing Settings Annotations
  • Document Action Menu
4

Business Administrators Operations

  • Application Setup
  • Document and Binder Templates
  • Overlay Templates
  • Signature Page Templates
5

System Administrators Users & Groups Operations

  • Security Profiles
  • Permission Sets
  • User Managed Groups
  • Manual Assignment to Groups
6

System Administrators Document Operations

  • Bulk Actions
  • Document Type Hierarchy
  • Configuring Document Types
  • Configuring Document Fields
  • Creating Custom Tabs
  • Logs
7

Lifecycle Design

  • Document Lifecycles
  • Custom Application and Lifecycle Roles
  • Lifecycle States
  • Applying Overlay and Signature Page Templates
8

Workflow Design

  • Create Document Workflows
  • Workflow Steps
  • Workflow Security
9

Dynamic Access Control (DAC)

  • Define Dynamic Access Control
  • User Role Setup Object
  • Auto Managed Group Fields
  • DAC for Lifecycle Roles
  • Sharing and Matching Sharing Rules
10

Objects

  • Custom Objects
  • Custom Fields
  • Relationships
  • Page Layouts
11

Object Lifecycle & Workflow

  • Create Object Lifecycles
  • Create Object Workflows
12

DAC for Objects

  • Custom Sharing Rules
  • Matching Sharing Rules
13

Reports and Dashboards

  • Custom Report Types
  • Report Configuration and Sharing
  • Flash Reports
  • Dashboard Configuration and Sharing
14

Vault Loader Operations & Configuration Management

  • Loader Capabilities
  • Data Extract and Data Load
  • Configuration Reports and comparison Between Vaults

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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