CTMS

Configuring Entities
Summary This article covers accessing entity configuration, the entity table, and adding and deleting entities.   Table of Contents Accessing Entity...
Tue, Nov 1, 2022 at 2:24 PM
Standard Milestones
Summary This article covers creating standard milestones in the navigation menu of the CTMS settings. Table of Contents Default Standard Study Miles...
Tue, Jan 24, 2023 at 12:23 PM
Site Feasibility Templates
Summary This article discusses configuring site feasibility templates that allow users to configure in CTMS settings templates that can be used for to coll...
Tue, Jan 3, 2023 at 11:35 AM
Edit Site Feasibility Template Form
Summary This article discusses the ability to add questions, change the order of questions, and update existing questions on the site feasibility template ...
Mon, Oct 24, 2022 at 11:46 AM
Logic Check & Visibility Form
Summary This article covers the ability to change visibility and edit check settings for each question on the logic check and visibility form.  Table ...
Wed, Oct 5, 2022 at 2:49 PM
Collaboration Workflows
Summary This article covers collaboration workflow categories and creating a workflow, status, and transition. Table of Contents Collaboration Workf...
Mon, Oct 24, 2022 at 3:08 PM
Site Visit Report Approval
Summary This article covers the site visit report approval process which allows users to configure workflows for site visit reports to transition through d...
Tue, Oct 18, 2022 at 11:43 AM
Deviation Approval
Summary This article covers transition statuses and workflows that need completed in the deviation approvals section that allow users to configure the tran...
Mon, Oct 24, 2022 at 3:59 PM
Publish Version Manager
Summary This article covers using the publish version manager to publish a version to production. Table of Contents Publish Version Table Release V...
Wed, Oct 19, 2022 at 1:42 PM
Compare Versions
Summary This article covers the process used to compare the differences between versions. Table of Contents Actions Exports The Compare Ve...
Mon, Oct 24, 2022 at 4:18 PM