Video Tutorials
Activities Management:
- How to Create a Global Activity Plan Template
- How to Edit a Global Activity Plan Template
- How to Create and Edit Activities
- How to Apply an Activity Plan
- How to Copy an Activity Plan Template
- How to Enter Subject-Specific Activities
- How to Mass Edit Activities
- How to Publish and Retire a Global Activity Plan Template
- How to Associate an Activity Plan Template with a Study
- How to Schedule or Cancel an Activity Plan
Study Management
Site Visit Management
- How to Create a Site Visit
- How to Create Sites within a Study
- How to Prepare for a Site Visit
- How to Update a Site Visit Profile
- How to Create a Checklist Template
- How to Retire a Checklist Template
- How to Publish a Checklist Template
- How to Track and Verify Subject Data within a Site Visit
- How to Track and Verify Subject Data within a Site Visit
- How to Associate a Checklist with a Visit Type
- How to Assign Access Permissions for a Study
- How to Track Site Enrollment within a Site Visit
- How to Associate and Address to a Site
- How to Generate a Confirmation Letter
- How to Generate a Follow Up Letter
- How to Generate a Visit Report
- How to Finalize a Letter via a Workflow
Milestone
Contacts Management
Organization Management
Sponsor Management
Product Management
Program Management