This page provides Veeva Basics training matrix recommendations for the Veeva Quality Basics Training Administrator.
| Curriculum | Training Requirements | Description |
|---|---|---|
| Audit Creator | Veeva Quality Basics: Audit Creator Guide | This should be assigned to anyone granted permissions to create audits within the Quality Vault. Contains training needed for creating audits and assigning team members, as well as creating and managing audit programs. |
| Audit Owner | Veeva Quality Basics: Audit Process Guide | This should be assigned to anyone granted permissions to own audits within the Quality Vault. Contains training on the overall audit process, including initial preparation and comping the audit report with any associated findings. |
| Change Control Creator | Veeva Quality Basics: Change Control Creator Guide | This should be assigned to anyone granted permissions to create change controls within the Quality Vault. Contains training needed for creating a record and assigning team members. |
| Change Control Owner | Veeva Quality Basics: Change Control Process Guide | This should be assigned to anyone granted permissions to own change controls within the Quality Vault. Contains training on the overall change control process, including managing impact assessments and change actions as part of developing the change plan. |
| Clinical Vault Admin Security Profile | Veeva Clinical Basics: e-TMF Study Viewer Guide | This should be assigned to any user granted the Vault Admin security profile within Vault Clinical Basics. Contains training needed to manage all administrative functions, as well as create, manage, and view documents in the system. |
| Veeva Clinical Basics: e-TMF Admin Guide | ||
| Veeva Clinical Basics: e-TMF Study Contributor Guide | ||
| CTMS Vault Admin Security Profile | Veeva Clinical Basics: CTMS Vault Admin Guide | This should be assigned to any user granted the CTMS Vault Admin security profile within Vault Clinical Basics. Contains training needed to manage all administrative functions, as well as create, manage, and view documents in the system. |
| Deviation Creator | Veeva Quality Basics: Deviation Process Guide | This should be assigned to anyone granted permissions to create deviations within the Quality Vault. Contains training needed for creating a record and assigning team members. |
| Deviation Owner | Veeva Quality Basics: Deviation Process Guide | This should be assigned to anyone granted permissions to own deviations within the Quality Vault. Contains training on the overall deviation process, including assessing a deviation, determining a rating, managing an investigation, and creating CAPA actions and effectiveness checks as part of developing the CAPA plan. |
| Document Control System Assignment | Veeva Quality Basics: Document Control User Guide | This should be assigned to anyone granted the Document Control system assignment within the Quality Vault. Contains training needed for managing documents, completing periodic review, and performing other actions specific to a Document Control user. |
| Document Manager Security Profile | Veeva RIM Basics: Submissions Document Manager Guide | This should be assigned to anyone granted the Document Manager security profile within the RIM Vault. Contains training needed for effectively managing all documentation necessary for your Submission in the Vault as a Document Manager. |
| Document Participant Security Profile | Veeva RIM Basics: Submissions Document Manager Guide | This should be assigned to anyone granted the Document Participant security profile within the RIM Vault. Contains training needed for effectively managing select documentation necessary for your Submission in the Vault as a Document Participant. |
| External Inspector Security Profile | Veeva Clinical Basics: e-TMF Inspector Guide | This should be assigned to any user granted the External Inspector security profile within Vault Clinical Basics. Contains training needed for viewing documents in the system, as well as background information necessary for Inspectors to understand the Basics system. |
| Finding Owner | Veeva Quality Basics: Finding Process Guide | This should be assigned to anyone granted permissions to own findings within the Quality Vault. Contains training on the overall finding response process, including creating CAPA actions and effectiveness checks as part of developing the CAPA plan. |
| Full User Security Profile | Veeva Quality Basics: Document User Guide | This should be assigned to anyone granted the Full User security profile within the Quality Vault. Contains training needed for creating, managing, and approving documents. Additionally includes training on Read-Only User activities. |
| Veeva Quality Basics: Quality Consumer Guide | ||
| Monitor Security Profile | Veeva Clinical Basics: CTMS Monitor Guide | This should be assigned to any user granted the Monitor security profile within Vault Clinical Basics. Contains training needed to manage monitoring and document-related activities. |
| QA System Assignment | Veeva Quality Basics: Audit Creator Guide | This should be assigned to anyone granted the QA system assignment within the Quality Vault. Contains training needed for performing approvals and activities as a QA user. |
| Veeva Quality Basics: Audit Process Guide | ||
| Veeva Quality Basics: Change Control Process Guide | ||
| Veeva Quality Basics: Deviation Process Guide | ||
| Veeva Quality Basics: Finding Process Guide | ||
| Veeva Quality Basics: QA User Guide | ||
| Veeva Quality Basics: QMS User Guide | ||
| Veeva Quality Basics: Standalone CAPA Process Guide | ||
| QMS User System Assignment | Veeva Quality Basics: QMS User Guide | This should be assigned to anyone granted the QMS User system assignment within the Quality Vault. Contains training needed for completing child records such as CAPA actions and effectiveness checks within QMS. |
| Quality Vault Admin Security Profile | Veeva Quality Basics: Admin Guide | This should be assigned to anyone granted the Vault Admin security profile within the Quality Vault. Contains training needed for managing users and data in the Vault as a Vault Admin. Additionally includes training on Read-Only User and Full User activities. |
| Veeva Quality Basics: Document User Guide | ||
| Veeva Quality Basics: Quality Consumer Guide | ||
| Read-Only User Security Profile | Veeva Quality Basics: Quality Consumer Guide | This should be assigned to anyone granted the Read-Only User security profile within the Quality Vault. Contains training needed for consuming documents and completing training as a Read-Only User. |
| RIM Vault Admin Security Profile | Veeva RIM Basics: Submissions Admin Guide | This should be assigned to anyone granted the Vault Admin security profile within the RIM Vault. Contains training needed for managing users and product family data in the Vault as a Vault Admin. |
| Veeva RIM Basics: Vault Admin with Publishing | ||
| Standalone CAPA Creator | Veeva Quality Basics: Standalone CAPA Creator Guide | This should be assigned to anyone granted permissions to create standalone CAPAs within the Quality Vault. Contains training needed for creating a record and assigning team members. |
| Standalone CAPA Owner | Veeva Quality Basics: Standalone CAPA Process Guide | This should be assigned to anyone granted permissions to own standalone CAPAs within the Quality Vault. Contains training on the overall standalone CAPA process, including creating CAPA actions and effectiveness checks as part of developing the CAPA plan. |
| Study Contributor Security Profile | Veeva Clinical Basics: e-TMF Study Viewer Guide | This should be assigned to any user granted the Study Contributor security profile within Vault Clinical Basics. Contains training needed to create, manage, and view documents in the system. |
| Veeva Clinical Basics: e-TMF Study Contributor Guide | ||
| Study Manager Security Profile | Veeva Clinical Basics: CTMS Study Manager Guide | This should be assigned to any user granted the Study Manager security profile within Vault Clinical Basics. Contains training needed to manage all study-related functions, including document management and monitoring. |
| Study Viewer Security Profile | Veeva Clinical Basics: e-TMF Study Viewer Guide | This should be assigned to any user granted the Study Viewer security profile within Vault Clinical Basics. Contains training needed to view documents and complete workflow tasks in the system. |
| Submission Manager Security Profile | Veeva RIM Basics: Submission Manager Guide | This should be assigned to anyone granted the Submission Manager security profile within the RIM Vault. Contains training needed for creating and managing Applications, Submissions, and Submission Content Plans in the Vault as a Submission Manager. |
| Veeva RIM Basics: Submission Manager with Publishing | ||
| Training Admin System Assignment | Veeva Quality Basics: Training Admin Guide | This should be assigned to anyone granted the Training Admin system assignment within the Quality Vault. Contains training needed for creating and managing training as a Training Admin. |