Veeva Vault Administrator

Veeva Vault Administrator

Participants in this Veeva Vault Administrator Training 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 in this veeva vault training course, as well
as how companies employ these vault capabilities to increase productivity and gain deeper
insight.

Nisa Offers Individual student and Corporate training for Veeva vault administrator
role:

Nisa will make it easier for participants to obtain the training they require, while also
assisting administrators. Ensuring that the appropriate roles are up to date on the most recent
quality documentation and processes. Quality teams can now more efficiently manage and
deliver workplace learning with the vault suite. Ensuring that their businesses stay compliant
and audit-ready.

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.
Participants in this training 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.

Agenda of Veeva Vault Administrator Training From Nisa Includes two main topics:

Locate Content

Document Management

In Locate Content we will illustrate about how to Locate documents and data using searches
and filters, Describe how role based permissions determine content access. Participants will
also learn how to Apply standard and custom views and Identify favorited documents and
data records.

Under Document Management topic we will explain how to Upload content into Vault,
Create a placeholder, Perform document actions. further, we will cover how to Initiate
document workflows and state changes, Create documents and binders from templates.

You will be able to identify, consume, and track Vault documents and data at the end of this
course.

Why should you choose Nisa for Veeva Vault Administrator Training?

Nisa Trainings is the best online training platform for conducting one-on-one interactive live
sessions with a 1:1 student-teacher ratio. You can gain hands-on experience by working on
near-real-time projects under the guidance of our experienced faculty. We support you even
after the completion of the course and are happy to clarify your doubts anytime. Our teaching
style at Nisa Trainings is entirely hands-on. You’ll have access to our desktop screen and will
be actively conducting hands-on labs on your desktop.

Job Assistance

If you face any problem while working on Veeva Vault, then Nisa Trainings is simply a
Call/Text/Email away to assist you. We offer Online Job Support for professionals to assist
them and to solve their problems in real-time.

The Process we follow for our Online Job Support Service:

We receive your enquiry about Online Job Support.

We will arrange a telephone call with our consultant to grasp your complete requirement and
the tools you’re using.

If our consultant is 100% confident in taking up your requirement and when you are also
comfortable with our consultant, we will only agree to provide service. And then you have to
make the payment to get the service from us.

We will fix the timing for Online Job Support as mutually agreed by you and our consultant.

Course Information

 Veeva Vault Administrator Training
 Duration: 15 Hours
 Timings: Weekdays (1-2 Hours per day) [OR] Weekends (2-3 Hours per day)
 Training Method: Instructor Led Online One-on-One Live Interactive Sessions.

Course Content:
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

15 Q&A
After Completing Veeva Vault Corporate Training, Trainees will be able to
understand:

 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 reportUse of Report property
 Email Notification
 Vault Settings and API setup as well

For More information about Veeva Vault Tutorial, feel free to reach us
Name: Albert
Email: [email protected]
Ph No: +91-9398381825