Saving and Checking in an eConsent Form

Autosaving

The Veeva eConsent editor automatically saves your changes every 30 seconds. You only need to save to Vault if you want to create a new version or share your draft in Vault.

Saving to Vault

Saving to Vault allows other staff to view the progress you’ve made. If another user needs to edit the form, you’ll need to check in the document from the editor instead.

Complete the following steps to save your changes and create a new version in Vault without ending your editing session:

  1. Select Save to Vault.
  2. If you want to include version comments, enter them in the Version Comments box.
  3. Select Save to Vault. A confirmation message is displayed over the Save to Vault and Check In buttons.

When the changes are successfully saved, the message is updated. You can select the linked version number to return to Vault, or you can select the X to close the notification.

Checking In to Vault

When you check in the document, a new version is created, your editing session is ended, and the document is unlocked in Vault so others can edit it or it can be sent for review. Only one user can edit a document in the editor at a time.

Complete the following steps to check your document in to Vault:

  1. Select Check In.
  2. If you want to include version comments, enter them in the Version Comments box.
  3. Select Check In. When the check-in is complete, the new document version opens in Vault.

Canceling Your Checkout

You can cancel your checkout by selecting the option to cancel your checkout from the document’s Actions menu and confirming the cancelation in the dialog. Vault does not save any of the changes you made in the Veeva eConsent editor since you last saved your changes by clicking Save to Vault.

This action is only available to the user that has the document checked out.

Undoing Another User’s Checkout

You can undo another user’s checkout by selecting Cancel Checkout from the document’s Actions menu and confirming the action in the dialog. The user that had the document checked out will receive a message that you have undone their checkout. Vault does not save any changes any user made in the Veeva eConsent editor since they last saved their changes by clicking Save to Vault.

This action is only available to users with Document: Cancel Checkout permission and the Edit Document role-based permission for the document.

Permission Controls
Document Role: Edit Document Ability to edit eConsent forms, allowing you to check the document out to edit in the Veeva eConsent editor when the document is in specific lifecycle states.
*Document: Cancel Checkout* Ability to cancel checkout on documents that another user has checked out via the *Undo Checkout* action. Note that you must also have the *Edit Document* role-based permission on the document to perform this action. Document Owners can always cancel checkout if they have the *Edit Document* role-based permission.
*All Documents: All Document Actions* Ability to cancel checkout on documents that another user has checked out via the *Undo Checkout* action. Note that you must also have the *Edit Document* role-based permission on the document to perform this action. Document Owners can always cancel checkout if they have the *Edit Document* role-based permission.