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How to Identify the Training Required for Each Study and Role in Vault CDMS?

/hc/en-us/articles/4440317620251-How-to-Identify-the-Training-Required-for-Each-Study-and-Role-in-Vault-CDMS

2024-09-23 08:47:47 UTC
Question:

How to identify the training required for each study and role in Vault CDMS?

Answer:

User Administrators with access to EDC Tools can identify the required role training for each study, with LMS integration set up, by following the below steps:
1. Navigate to EDC Tools.
2. Search for study.
3. Click Learning Systems and choose Absorb LMS.
4. Review the green checks in the grid to identify the curriculum assigned to the role in the study.
Related Documentation:

Vault Help Documentation: Veeva Learning Integration
What is the Page Level Annotation Option in Vault PromoMats and Medical?

/hc/en-us/articles/360002750333-What-is-the-Page-Level-Annotation-Option-in-Vault-PromoMats-and-Medical

2024-10-09 14:47:33 UTC

Question:

What is the Page Level Annotation option in Vault PromoMats and Medical?

Answer:

Page Level Annotation is a reference not linked to the content.

Example: an Annotation is brought forward from a previous version and not linked to the text.

Related Documentation:

Vault Help Documentation: Viewing Annotations
How to Reset an Event in Vault CDMS?

/hc/en-us/articles/4469150558363-How-to-Reset-an-Event-in-Vault-CDMS

2024-09-23 08:44:58 UTC
Question:

How to reset an event in Vault CDMS?

Answer:

Data Entry users, with edit permission, can reset an event by following the below steps:
1. Under the Data Entry tab, go to the event that needs to be reset.
2. Click on the three-dots button next to the event and select Reset Event.
3. Choose a reason for resetting the event, based on the protocol, and click on Continue.
4. Type "RESET" into the field and click the Reset button. This field is case-insensitive.
Note: The data can not be restored after resetting the event.

Related Documentation:

Resetting Data
How to Add a Repeating Form in Vault CDMS?

/hc/en-us/articles/4402359807515-How-to-Add-a-Repeating-Form-in-Vault-CDMS

2024-09-23 08:45:42 UTC
Question:

How to add a repeating form in Vault CDMS?

Answer:

Users with Data Entry permission can add a repeating form by following the steps below.
1. Navigate to the repeating form, either through the breadcrumb menu, the form carousel, or the casebook schedule. Repeating forms normally end with a bracket with the number showing how many forms have been created.
2. Click +New.
3. Vault adds the new form to the subject’s casebook and opens the form in Edit mode.
4. Enter data in the form.
5. Click Complete.
This is a general article, configuration may vary. For any questions please contact Veeva support at cdms_support@veeva.com.

Related Documentation:

Vault Help Documentation: Repeating & Common Forms
What Actions are Blocked When a Document is Archived in Vault PromoMats and Medical?

/hc/en-us/articles/14697362143003-What-Actions-are-Blocked-When-a-Document-is-Archived-in-Vault-PromoMats-and-Medical

2024-10-09 14:25:30 UTC
Question:

What actions are blocked when a document is archived in Vault PromoMats and Medical?

Answer:

When a document is archived, it is not possible to:
- Edit document fields (see note at the end of this article)
- Reclassify a document
- Check out the document
- Re-render the document
- Execute user actions
- See or execute SDK user action
- Start a workflow
- Move a document to a new lifecycle state
- Add or remove:
  - document relationships
  - attachments
  - renditions
- Add, remove, edit, or import annotations
- Add, remove, or edit document-level comments
- Import document links
- Run the Suggest Links action or accept pending links (allows users to reject pending links)s
- Delete:
  - document (allowed with Power Delete permission)
  - document versions (allowed with Power Delete permission)
There are also automatic changes that Vault makes to a document after a user archives it:
- Sets the document’s Merge Fields value to No to prevent changes
- Binds the current version for CrossLink documents to prevent changes
- Populates the Archive Date document field
Note: in certain situations, field values can be modified on archived documents even though users cannot modify them:
- Lookup fields continue to update to display the latest information from the source field.
- Labels for picklist values and object references continue to be dynamic and reflect changes made to those items.
Related Documentation:

Vault Help Documentation: Archiving Documents

Knowledge Base:
- How to Archive or Un-Archive a Document in Vault?
- What Permissions are Needed to Archive a Document?
What is Duplicates Skipped When a User Adds Attachments in Vault PromoMats and Medical?

/hc/en-us/articles/4433032630939-What-is-Duplicates-Skipped-When-a-User-Adds-Attachments-in-Vault-PromoMats-and-Medical

2024-10-09 14:36:40 UTC

Question:

What is Duplicates Skipped when a user add Attachments in Vault PromoMats and Medical?

Answer:

When a user adds an attachment within a document, Vault detects if other previously added files are the same in the targeted document.
If Vault detects a duplicate file, Vault skips the file and the below warning message appears:

The file does not appear in the Attachments section.

The action is not recorded in the Audit Trail of the document affected.

Note: Vault checks only the file name, but not the content of the file added into the Attachments of the same document.

If a user tries to add a duplicate attachment with the same content but renamed it differently, Vault does not prevent the user to add the file.

Related Documentation:

Vault Help Documentation: Working with Attachments

Knowledge Base: How to Add Attachments in Vault PromoMats and Vault Medical?
What Version Document Populates the Based On Field in Vault PromoMats and Medical?

/hc/en-us/articles/1260804573849-What-Version-Document-Populates-the-Based-On-Field-in-Vault-PromoMats-and-Medical

2024-10-09 15:30:20 UTC

Question:

What version document populates the Based On field in Vault PromoMats and Medical?

Answer:

The field Based On populates always the version of the document from which the copy is made.

If the document the user made a copy from increases the version number, this is not reflected in the version indicated of the document under the field Based On.

By clicking on the document under the field Based On, Vault redirects the user to the version that the field indicates.

Related Documentation:

Knowledge Base: How Does Make a Copy Work in PromoMats?

Vault Help Documentation: Copying Documents
What are the Restricted Actions for CrossLinks in Vault PromoMats and Medical?

/hc/en-us/articles/360010927973-What-are-the-Restricted-Actions-for-CrossLinks-in-Vault-PromoMats-and-Medical

2024-10-09 14:30:22 UTC
Question:

What are the restricted actions for CrossLinks in Vault PromoMats and Medical?

Answer:

When a CrossLink document's content exists in another Vault, the are multiple actions which are now allowed. Users cannot:
- Upload New Version
- Check Out / Check In
- Make a Copy
- Manage Renditions.
Related Documentation:

Vault Help Documentation: Restricted Actions for CrossLinks
Why Custom Icons Do Not Display in Vault PromoMats When Using BEE Editor?

/hc/en-us/articles/5197275594523-Why-Custom-Icons-Do-Not-Display-in-Vault-PromoMats-When-Using-BEE-Editor

2024-10-15 10:06:51 UTC
Question:

Why custom icons do not display in Vault PromoMats when using BEE Editor?

Answer:

When users add custom icons to an email template, these icons do not appear, appear as a blank square, or as a broken image icon:

When the custom icon is added to the email template as a URL, or if the user uses social icons, this issue does not happen as the HTML source for these icons includes URLs stored on a website.

However, any images uploaded to BEE Editor and used as customs icons are not automatically added to the Assets folder that Vault creates when the user saves an email template in BEE Editor.

To resolve this, the user needs to do the following:
1. Download the Assets folder.
2. Modify the folder manually to include any relevant icons.
3. Upload the folder to Vault again.
Related Documentation:

Vault Help Documentation: Using the BEE Email Template Editor

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
How Does Following an Article or Section Work on the Veeva Support Portal?

/hc/en-us/articles/28887684787099-How-Does-Following-an-Article-or-Section-Work-on-the-Veeva-Support-Portal

2024-09-04 15:00:50 UTC

Question:

How Does Following an Article or Section Work on the Veeva Support Portal?

Answer:

Users may follow an article or section on the Veeva Support Portal. However, they should be aware of the Zendesk functionality that occurs.

When a section is followed, any time a new article is added to that section causes an email notification to be sent to all followers of that section. However, when an article is followed, it will not cause a notification email to be sent when the article is updated or changed.

Related Documentation:

Vault Help Documentation: N/A
New Search Engine - How to find Knowledge Articles that you need?

/hc/en-us/articles/19977448817051-New-Search-Engine-How-to-find-Knowledge-Articles-that-you-need

2024-09-04 18:57:32 UTC
Overview:

We have implemented a native federated search engine to help our customers find the information they need more easily. In addition, when they search for knowledge articles, it will show them the source of the content:
- Articles - written by Support Agents
- Product Help - broken down by product pages that contain that exact word or phrase
- Community posts
The following example shows a search on Vault id. The search engine tries to find all articles that contain the word Vault or the word Id anywhere within the article. On the right-hand side of the screenshot, the Search Results display brief previews of content matching the search criteria. Based on the Source that is selected on the left, the right side list of results changes.

This search shows that numerous results matched that criteria. Notice that 3209 Articles are returned due to a wide search range.

To refine the search, enter "Vault id" as the search criteria. The double quotes are used in the search criteria to allow the search engine to find any content that contains that phrase. The sources of the resulting content appear on the left side of the search results. Notice that 36 Articles are returned due to a narrow search range based on that exact phrase.
How to Submit a Product Enhancement Request for Veeva Products?

/hc/en-us/articles/17930772893211-How-to-Submit-a-Product-Enhancement-Request-for-Veeva-Products

2024-09-04 18:58:17 UTC
Question:

How do users submit an enhancement or feature request for Veeva products?

Answer:

As of November 5th, 2022, all product suggestions should be made through Veeva Connect.

To submit a Product Enhancement Request:
1. Log in to Veeva Connect.
2. Navigate to the Communities tab.
3. Locate the community dedicated to the product the Enhancement Request is for. (For example, Approved Email, Vault QualityDocs, etc.)
4. Select Add A Post to create a new posting. (Users will need to be subscribed to the community before they are allowed to post.)
5. Fill out the post with all necessary information such as the title, message, any relevant images, etc.
6. Click Post.
Users will receive an email notification when there is a response to the posting.

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