Ensuring Regulatory Compliance with Approved Notes

Approved Notes is a powerful compliance tool integrated within Vault CRM that enables organizations to monitor user-populated text fields, for example, pre-call and next-call notes or Engage Chat messages.

By implementing Approved Notes, the life science industry can ensure adherence to regulatory requirements while empowering users to capture valuable free text insights. This tool enhances compliance by automatically flagging potentially problematic phrases and streamlines the review process for compliance teams.

Your Flightpath

Your Flightpath includes everything you need to understand and start using Approved Notes.

What are the benefits of using Approved Notes?	~3 min.
How does Approved Notes work?	~3 min.
How do I specify which text fields are monitored?	~4 min.
How do I specify which words or phrases are monitored?	~4 min.
How can I adapt Approved Notes to different contexts?	~3 min.
How can I review potential violations?	~6 min.
How do I resolve potential violations?	~5 min.
You’ve Earned Your Wings!	~10 min.

Start Your Flight