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What is the Logic of the Display of Icons on the Action Bar in the Document Header Area in Veeva Vault?

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Question:

What is the Logic of the Display of Icons on the Action Bar in the Document Header Area in Veeva Vault?

Answer:

As stated by About the Doc Info Page:

When you open a document, the Doc Info page opens. This page includes these panels:

  • Header Area: The header area above the document viewer and fields panel allows you to navigate back using the breadcrumb trail and see the current document status (lifecycle state). The icons next to the document name can set the document as a favorite, display related notifications, or show the Active Workflow panel (if a workflow is active). If you are a task owner for an active workflow, you also see a task bar. If the document uses a lifecycle configured with lifecycle stages, the Lifecycle Stages banner displays information on where the document is its lifecycle. In addition, this area shows buttons for the Actions menu, document download options, and the layout selector. If a lock icon displays in the Header Area, a user has checked out the document. If a gavel icon displays, the document is under a legal hold.
  • Document Viewer: The document viewer displays viewable renditions without any additional plugins or applications and on any device that supports HTML5 (iPad®, Android™ tablets, etc.). The document viewer is to the left of the Doc Info pane. If a viewable rendition is available, it appears here. From the document viewer, you can review the document, add annotations, and click through embedded links.
  • Doc Info Pane: The right panel displays information about the document, including its fields, relationships, files, and sharing settings, in individual tabs.

The article content focuses on the following section which is referred to as the Action Bar It is emphasized in a Red Rectangle in the screenshot below. The Action Bar contains icons related to the actions available for the Vault User in the All Actions 3 dots (....) Menu. These actions are tied to Veeva Vault features. The 3 dots icon is always on the right-hand side.

On the left-hand side, the larger arrow and smaller Arrow icons show all available User Actions which are usually Workflow Start actions. They are not to be confused with the actions in the All Actions menu.

The Action Bar displays the 4 most frequently used actions as icons or buttons for a Vault User. Hovering over the icons displays their names. In the example above, the first icon is the Edit in Microsoft Office icon, the second is the Delete icon, the third is the Re-Render Document icon, and the fourth one is the Audit Trail icon. These icons were frequently used on this Document with this particular Vault User viewing the Document.

For this reason, it is possible that particular Documents will have different Icons displayed in the Action Bar for different Vault Users depending on how often they are used.

If configured, the action will always be present in the All Actions menu even if it is not frequently in use. In the event the related feature is not configured, the icon and action do not display in either location.

Related Documentation:

Vault Help Documentation: 

 

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