About Vault Home | Vault Help (2024)

Many times, Home is the first area you see after logging into a Vault. Within Vault Home you can read notifications, view or complete your assigned tasks, and review workflows in which you are a participant. Note that the Home tab is labeled as Tasks in some Vaults.

View Menu

The left navigation panel within Home links to the different views and shows the current number items for each view. From task views, you can filter and sort based on task, workflow, or document fields. The following sections explain these views:

  • All Tasks
  • My Tasks
  • Available Tasks
  • Active Workflows

The task and workflow views use status indicator icons to show the current status of each workflow or task.

About Task Counts

The task counts that appear for each view may change when you click to the view. This occurs because Vault does not automatically check your permissions when loading the Home tab, but does verify that you have the appropriate permissions for each task when loading the related view.

If you have more than 200 tasks in the Available Tasks, My Tasks, or All Tasks views, these views will not show tasks for which you do not have access. In this case, the number of tasks in your All Tasks view may not be equal to the combined number of tasks in your Available Tasks and My Tasks views.

All Tasks

All Tasks is the default view. This view shows both tasks assigned to you and available tasks. For each workflow task, this view describes the required actions to complete the task and the document to which the task applies. You can click the document name to view it, or click Show more to see additional task details. For each user task, this view includes the task, the due date, and the assignee. You can complete a workflow task or user task from the All Tasks or My Tasks page by clicking Complete.

My Tasks

You may have assigned tasks for which you’re responsible. These tasks may be steps in a document or object workflow, or they may be a user task assigned to you. The My Tasks view lists all of your assigned tasks.

Available Tasks

The Available Task view lists all tasks that are “available” for you to accept and complete. When a task shows up as available, an Admin has configured the task so that any of the assigned users can complete it. When one user accepts the task, it is no longer listed as available and shows in that user’s My Tasks view.

Tabular View for Tasks

Vault automatically opens the task views in Detail View, which lists tasks in rows. You can also see tasks in Tabular View, which functions like a spreadsheet and allows you to sort, resize columns, modify which columns appear, and export the task list.

Tabular View shows the Task Name, Task Due Date, Task Assignment Date, and Workflow Owner columns automatically. To add or remove columns, open the Actions Menu and select Edit Columns. In the Edit Columns dialog, document-specific columns are available only if all of your tasks are document workflow tasks.

Active Workflows

The Active Workflow view lists workflows in which you are a participant or the Workflow Owner. You’ll also see workflows on any documents where you have the Owner or Coordinator role in legacy workflows.

For legacy workflows, this view displays a link to the document and a list of participants, their tasks, and the task completion status. You can use this view to monitor the progress of active workflows.

Note: This view shows up to 200 workflows at a time. If you have access to more than 200 workflows and need to see a full list, you can create a report using the Workflow with Document report type.

Custom Views

From the All Tasks or My Tasks view, you can save a custom task view that includes any applied filters, sort order, and layout selections.

If your Vault includes workflows that can assign tasks to “any” user (available tasks), this option is only available on the All Tasks view. If your Vault does not include available tasks, saved custom views are only available from the My Tasks view.

Workflow and Task Status Indicator

The status indicator icons below indicate the current status of an active task (in the My Tasks and Available Tasks views) or a workflow (in the Active Workflows view).

About Vault Home | Vault Help (1) Indicates that a task is overdue

About Vault Home | Vault Help (2) Indicates that there are five (5) or fewer days before the due date

About Vault Home | Vault Help (3) Indicates that there are no overdue tasks or due dates in the next five (5) days

About Delegated Tasks

If you’ve been delegated access to another user’s account, you can switch between your own account and the delegated account from the Home page.

About Vault Home | Vault Help (2024)

FAQs

How does a vault work? ›

Vaults work by encrypting each secret to help prevent unauthorized users from gaining access. They function mostly as an active storage container for secrets as well as an account management system for dealing with multiple privileged accounts across the company.

What is the difference between my tasks and available tasks in one vault? ›

If your Vault includes workflows that can assign tasks to “any” user (available tasks), this option is only available on the All Tasks view. If your Vault does not include available tasks, saved custom views are only available from the My Tasks view.

What is Veeva Vault? ›

Veeva Vault is a true cloud enterprise content management platform and suite of applications specifically built for life sciences. Traditionally, companies have had to deploy applications for content and separate applications to manage associated data.

When were vaults invented? ›

Amongst the earliest known examples of any form of vaulting is to be found in the neolithic village of Khirokitia on Cyprus. Dating from c. 6000 BCE, the circular buildings supported beehive shaped corbel domed vaults of unfired mud-bricks and also represent the first evidence for settlements with an upper floor.

What is vault and how does it work? ›

Vault provides encryption as a service with centralized key management to simplify encrypting data in transit and stored across clouds and datacenters. Vault can encrypt/decrypt data stored elsewhere, essentially allowing applications to encrypt their data while storing it in the primary data store.

How long can a body stay in a vault? ›

A dead body is often exhumed during a criminal investigation. Funeral operations may delay the body's decay, but only temporarily. The maximum decay happens much before the ten-year marker.

How many types of tasks are there? ›

We basically distinguish between 3 different types of tasks: Incidential tasks. Coordinated tasks. Planned tasks.

How do you complete all the task when you have so many tasks? ›

7 ways to effectively manage multiple tasks and boost productivity
  1. Make a primary to-do list. ...
  2. Prioritize your tasks. ...
  3. Plan wisely using task management methods. ...
  4. Optimize your workflow with time management techniques. ...
  5. Reduce distractions and boost focus. ...
  6. Take breaks. ...
  7. Stay flexible and adjust as needed.
Nov 8, 2022

How do I keep track of assigned tasks? ›

10 Expert Tips on How to Keep Track of Tasks at Work
  1. Use reliable task management software. ...
  2. Prioritize tasks based on effort or urgency. ...
  3. Set due dates and reminders to stay on top of deadlines. ...
  4. Break down large tasks into smaller subtasks for better management.
May 31, 2024

Is Veeva Vault free? ›

Veeva provides SiteVault for free as part of its public benefit mission.

Which companies use Veeva Vault? ›

List of Top Companies that Use Veeva Systems
Company NameWebsiteEmployee Size
Abbott Laboratoriesabbott.com1,13,000
Novartis (Switzerland)novartis.com10,000+
Sanofi (Paris)sanofi.com10,000+
Teva Pharmaceuticals (Israel)tevapharm.com10,000+
8 more rows

Is Veeva Vault a CRM? ›

Veeva Vault CRM is an enterprise customer relationship management application for biopharma, consumer health, and animal health companies.

What were the three types of vaults? ›

However, the three most commonly used vaults are the barrel vault, the ribbed vault, and the Gothic vault.

What are vaults used for today? ›

Modern home and garden design also utilizes the barrel vault . The curving structures are frequently found in hallways, alcoves and entryways. A smoothly finished vault provides contemporary style, while vaults made from brick, wood or open framework add a touch of rustic charm.

What is a safe vault? ›

A security vault is a highly fortified and controlled physical or digital space where you store and secure valuable assets, sensitive information, or important documents.

How are bodies stored in a vault? ›

Receiving vaults stored coffins or bodies in loculi, or shelves, set into the walls of the vault. The interiors were simple, and often plain, with heavy lockable doors to prevent entry by grave robbers or body snatchers.

Do you have to bury a body in a vault? ›

First of all, outer burial containers and burial vaults are not required by state or federal law. They are required by most cemetery rules and regulations. Cemeteries want a casket placed in an outer burial container or burial vault to prevent the ground from sinking in above the casket.

Does a casket go inside a vault? ›

A burial vault is a lined and sealed outer receptacle that houses the casket. It protects the casket from the weight of the earth and heavy maintenance equipment that will pass over the grave. It also helps resist water and preserves the beauty of the cemetery or memorial park by preventing the ground from settling.

How long does a vault last in the ground? ›

Whatever the material, they are designed to have a minimum strength of 5,000 psi. Hence, even the cheapest burial vaults can last a few decades, and reinforced concrete vaults can last 50 to 100 years. Metal-based vaults like bronze last even longer, up to a couple of centuries.

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