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CTMS v3.0 Online Help
CTMS v3.0 Online Help
  • What’s New in CTMS v3.0?
  • Job Aids and Video Tutorials
  • PDF User Guides
  • How to Use CTMS
  • Dashboard
  • Sponsors
  • Programs
  • Product
  • Studies
  • Site Visit Documentation
  • Organizations
  • Contacts
  • User Management
  • Activity Templates
  • Activity Plan Templates
  • Milestones
  • Analytics
  • FAQ's
  1. Home
  2. Job Aids and Video Tutorials

    This section showcases the Job Aids and Video Tutorials for CTMS.

  3. CTMS v3.0
  4. Video Tutorials
  5. Reports and Letters
  • Job Aids and Video Tutorials

    This section showcases the Job Aids and Video Tutorials for CTMS.

    • CTMS v3.0
      • Job Aids
      • Video Tutorials
        • Upgrade
        • Checklist Template
        • Tips and Tricks
        • Activities Management
        • Contacts Management
        • Organization Management
        • Product Management
        • Program Management
        • Site Visit Management
        • Sponsor Management
        • Study Management
        • Milestone
        • Deviations
        • Subject Management
        • Reports and Letters
    • CTMS v2.1
    • CTMS v2.0
    • CTMS v1.6
    • CTMS v1.5
    • CTMS v1.4
    • CTMS v1.3
    • CTMS v1.2
    • CTMS v1.1

Reports and Letters

Reports
  • How to Generate a Visit Report (04:10)
  • How to Review a Visit Report (02:31)
  • How to Sign a Visit Report (03:11)
  • How to Submit a Visit Report (02:17)
  • How to Revise a Rejected Visit Report (05:51)
  • How to Regenerate a Rejected Site Visit Report (08:20)
Letters
  • How to Generate a Follow Up Letter (02:42)
  • How to Generate a Confirmation Letter (02:50)

  • How to Finalize a Letter via a Workflow (04:16)
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