Veeva Training Services

This is the first course in the Business administrator track and serves as the training entry point for all Business Administrators, System Administrators, and Configuration Specialists. By the end of this course you will be able to locate, consume, and track Vault documents and data.

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This course is targeted to individuals that will assume the day to day responsibilities to organize, monitor, and maintain documents, data, user groups, templates, and reports on behalf of the Vault business stakeholders.

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This course is targeted at individuals that will:

Define and create: User access and security settings, document types and objects and Monitor, maintain, and troubleshoot lifecycles, workflows, and Dynamic Access Control.

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This course will provide a foundation of Vault Lifecycle, Workflow, and Security. By the end of the course, participants will be able to analyze and design Lifecycles, Workflows, and Dynamic Access Control solutions on behalf of their business stakeholders and administrators.

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This course will provide the knowledge and skills to create, configure, and enable Document Lifecycles, Workflows, and Dynamic Access Control solutions on behalf of their business stakeholders and administrators.

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This course will provide the knowledge and skills to create, configure, and enable Object Lifecycles, Workflows, Dynamic Access Control, and Atomic Security solutions on behalf of their business stakeholders and administrators.

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This course will provide the knowledge and skills to plan, stage, execute, and validate bulk loads of documents, data and configuration migrations on behalf of their business stakeholders and administrators.

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Individuals that successfully complete all courses in the Business Administrator, System Administrator, and Configuration Specialist Tracks will be eligible to take the Veeva Vault Certification Exam. The exam must be completed within 30 calendar days of the completion date of the last course taken in the Configuration Specialist Track.

Course completion criteria includes:

• Attendance for the course entirety
• Passing all in course quizzes
• Successful completion of all course laboratory exercises
• Successful completion of the course capstone exercise

Pre-Requisites: Vault Platform Business Administrator Track

This course covers core QMS concepts, tasks, and processes, including:

• Terminology
• QMS specific workflows & Objects
• Common security profiles
• QMS Key Reports & Dashboards

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Pre-Requisites: Vault Platform Business Administrator Track

In this course participants learn to conduct periodic reviews, perform a Multi-Document Change Control, manage controlled copies, and QualityDocs security.

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Pre-Requisites: Vault Platform System Administrator Track

This course covers core QMS concepts, tasks, and processes, including:

• Terminology
• QMS specific workflows & Objects
• Common security profiles
• QMS Key Reports & Dashboards

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Pre-Requisites: Vault Platform System Administrator Track and Vault QMS Business Administrator Track

In this course participants learn to manage Vault QMS objects, lifecycles, workflows, and security and configure formatted output forms.

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Pre-Requisites: Vault Platform System Administrator Track

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Pre-Requisites: Vault Platform System Administrator Track and Vault QualityDocs Business Administrator Track

In this course participants learn to maintain Multi-Document Change Control, and QualityDocs lifecycles, workflows, and security.

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This course prepares administrators to perform day to day Veeva CRM maintenance and configuration tasks. Topics covered include: managing user access, configuring core Veeva CRM functionality, territory management, data loading, and environment management.

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This course will enable participants to consume and maintain territory alignment data and rules in Veeva Align and create reports.

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This course will enable participants to design, create, and troubleshoot reports on Veeva CRM data.

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This course will prepare participants to implement and perform day to day Veeva Order Management configuration and maintenance tasks.

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This course will prepare participants to configure and maintain the Veeva Multichannel Vault to CRM integration.

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The topics in this course are a subset of the comprehensive Veeva Multichannel Vault to CRM Integration course. This course prepares participants to manage CLM content in a Veeva Multichannel Vault, distribute approved CLM content to users, and create CLM reports in Veeva CRM.

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This course will prepare participants to manage Engage content in a Veeva Multichannel Vault, setup the integration to veeva CRM, configure an Engage portal, and deploy content to the Engage portal.

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This course will prepare participants to manage Multichannel Cycle Plan (MCCP) access in Veeva CRM, configure the MCCP user interface, and create and test MCCPs.

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This course will enable participants to implement, configure, and maintain the Events Management application. Topics covered include reviewing the business process behind Events, configuring user access, event types, dynamic page layouts, invitations, and reporting.

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This course will enable participants to utilize Veeva Network as their master data management solution to maintain a high level of data quality, as well as manage Network users and permissions.

This course is a self-paced training that participants will complete independently within 30 days. The self-paced training provides video instruction, lab exercises, knowledge checks, and graded capstone exercises.

This course will enable participants to manage Approved Email user access in Veeva CRM, and create, edit, and synchronize Approved Email content from a Veeva Multichannel Vault Veeva CRM.

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Course Pre-Requisites: Course name goes here

This is the first course in the Business Administrator training track and serves as the training entry point for all Business Administrators, System Administrators, and Configuration Specialists. By the end of this course you will be able to locate, consume, and track Vault documents and data.

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This is the first course in the Veeva CRM Administrator Level 1 training track and serves as the training entry point for all Veeva CRM training. This course will introduce participants to Veeva CRM features and functions with an emphasis on how they are consumed and valued by Veeva CRM end users and business stakeholders.

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By the end of this course you will be able to manage user accounts, manage product catalog data, and use territory management utilities.

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This course is an eLearning module for individuals who will maintain Veeva CRM reports and dashboards using the standard Salesforce functionality.

Please Note: This is a self-paced course. Registration is not required. Access to the course will be provided in the Training Lab environment that is provided for the Veeva CRM Fundamentals Course.

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This course is an eLearning module for individuals who will manage data in bulk through the import and export of CSV files.

Please Note: This is a self-paced course. Registration is not required. Access to the course will be provided in the Training Lab environment that is provided for the Veeva CRM Fundamentals Course.

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This course enables participants to create & objects, object components, and data security.

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This course enables participants to manage Veeva Settings & Messages, and maintain configuration of the Veeva CRM Mobile App.

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This course is targeted to individuals who will configure and maitain core Veeva CRM functionality – accounts, products, calls, and call scheduling.

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Individuals that successfully complete all courses in the Configuration Track will be eligible to take the Veeva CRM Certification Exam. The exam must be completed within 30 calendar days of the completion date of the last course taken in the Configuration Track.

Course completion criteria includes:

• Attendance for the course entirety
• Passing all in course quizzes
• Successful completion of all course laboratory exercises
• Successful completion of the course capstone exercise

This course is a self-paced, on demand eLearning course that will provide a thorough overview of the application capabilities and enable participants to execute remote meetings and administer Veeva CRM Engage Meeting.

Purchase and Registration Process:

1. Purchase the course through the “Buy Track” link
2. Veeva Training Services will send you a confirmation email with an order number
3. Register for course from the “Register” link using the assigned order number
4. Veeva Training Services will send you a registration confirmation email with course access instructions

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This course is a self-paced, on demand eLearning course that serves as pre-work to the Vault Submissions Fundamentals Course. Participants will receive an overview of how the Vault RIM suite of applications streamlines a historically fragmented regulatory process in order to reduce time, cost, and delays during submissions and regulatory changes.

Vault Platform Business Administrator Track attendance is a prerequisite for the courses in the Vault RIM Submissions Business Administrator and System Administrator Tracks.

Purchase and Registration Process:

1. Purchase the course through the “Buy Track” link. Course is sold as part of the Vault RIM Submissions Business Administrator and System Administrator Tracks
2. Veeva Training Services will send you a confirmation email with an order number
3. Register for Track from the “Register” link using the assigned order number
4. Veeva Training Services will send you a registration confirmation email with course access instructions

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This course will provide an introduction to Vault Submissions terminology, processes, submission content planning, and the application’s standard reports & dashboards.

Vault Platform Business Administrator Course attendance is a Prerequisite for this course.

This course is divided into two parts:

Part 1: Self-Paced, online pre-work (3.5 hours). Vault RIM Suite Domain Overview course must be completed before the Vault Submissions Fundamentals Course.

Part 2: Live Instructor Led Session (2 hours). Registration for Part 2 will be from the Veeva Training Portal. Access to session registration links will be granted automatically when pre-work has been completed.

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This course will enable Business Administrators to perform day-to-day tasks within the Vault Submissions application in order to serve the needs of business users with responsibilities to plan, collect, and track submissions documents, progress, and Health Authority Interactions in a compliant and efficient manner.

This course is divided into two parts:

Part 1: Self-Paced, online pre-work (5 hours). The Vault Submissions Fundamentals courses must be completed before the Vault Submissions Business Administrator Course.

Part 2: Live Instructor Led Session (8 hours – 4 hours/day over 2 days). Registration for Part 2 will take place in the Veeva Training Portal. Access to session registration links will be granted automatically when pre-work in Part 1 has been completed.

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This course will enable System Administrators to utilize the Vault Submissions data model, constrain data using Controlled Vocabularies, Constraints, and VQL, as well as administer both Submission and Report Level Content Plan templates.

Registration will take place in the Veeva Training Portal. Access to session registration links will be granted automatically when registering for Part 2 of the Business Administrator Course.

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