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proexcellency

Veeva Vault PromoMats Online Training

1 Introduction to Veeva Vault 
  • Veeva Products Overview 
  • Help Resources 
  • Releases 
  • Certification Information 
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 
  • Create and Edit Object Records Picklists 
  • 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 
7 Lifecycle Design 
  • Creating 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 Reports and Dashboards 
  • Custom Report Types 
  • Report Configuration and Sharing 
  • Dashboard Configuration and Sharing 
12 Vault Loader Operations & Configuration Management 
  • Loader Capabilities 
  • Data Extract and Data Load 

Duration

30-35 hrs

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Sanjay Varma
Veeva Vault Promomats

'm in US and I have taken Veeva Vault - Promomats training from Proexcellency (tutor: C**** S****). I'm very impressed the way they structured the course similar to how Veeva offers. The instructor is knowledgeful and with good experience. Learned a lot and will recommend to anyone who are new to Veeva vault administration.