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. Your team will match documents to the items activated in your content plan.

After creating a content plan for a submission, the next step is to activate the items that your team will match documents to. These will be the documents that will be included in the published output. Content plans are created in a fully inactive state.

Activate Items in a Content Plan

To activate items in a content plan:

  1. Navigate to the item in the content plan you want to make active and select Change State to Draft from the Actions menu.

    screenshot of step 1

  2. Click Yes to confirm.

    screenshot of step 2

  3. Repeat the process until all items you want to include in your submission are set to Draft.

Make Content Plan Ready for Use

Once you know the structure of your content plan, that is the documents that will be included in the published submission, you need to make the content plan Ready for Use. Making the content plan ready for use is a required step before you can start continuously publishing and validating.

  1. From the content plan Actions menu, select Change State to Ready for Use.

    screenshot of step 1

Making the content plan Ready for Use automatically sets the submission to In Progress.