Who can complete this task?
  • Veeva RIM Basics Admin or Submission Manager

Content Plans allow you to define each document and file that will be submitted to the Health Authority. The Submission Content Plan is a hierarchical structure that represents the list of all documents expected as part of a submission.

A solid orange icon means the document has been approved but not yet version locked. You can version lock an individual document, all eligible documents in a section or all eligible documents in the content plan.

When you lock a matched document to a specific version, that version remains locked to the content plan item even if the document becomes superseded or a newer version is approved.

content plan icons

To version lock documents in a content plan:

  1. Hover your mouse over the item, section, or content plan record and select Lock Version from the Actions menu.

    screenshot step 1

    All eligible documents are version locked to the latest steady state and the icons change to solid green.