CTMS

Personnel Documentation
Summary This article covers how to access and add personal documents. Table of Contents Access Personnel Documents Add Personnel Documents Documen...
Mon, Nov 7, 2022 at 11:37 AM
Documents Manager
Summary This article covers the uses of the document manager, including storing, organizing, and exporting documents. Table of Contents Access Docum...
Mon, Nov 7, 2022 at 11:38 AM
Sites
Summary This article covers the uses of the sites manager. The Sites Manager allows the user to define a site repository in CTMS of all sites contacts...
Mon, Nov 7, 2022 at 9:19 PM
Sites Manager
Summary This article covers the uses of the sites manager, including the storage and tracking of all sites associated to studies. Table of Contents ...
Tue, Nov 1, 2022 at 2:21 PM
Add Site Form
Summary This article covers the default fields available in the configurable add site form. Table of Contents Access Add Site Form Default Fields G...
Tue, Nov 1, 2022 at 2:41 PM
Payment Managers
Summary This article covers the two components of the payment tracking features, which include the site payment approvals manager and the sit payments mang...
Mon, Oct 31, 2022 at 2:46 PM
Site Payment Approvals Manager
Summary This article covers the site payment approvals manager that provides a single location to view site payments across all studies.  Table of Con...
Tue, Nov 1, 2022 at 2:42 PM
Site Payment Details Screen
Summary This article covers the uses for the site payment details screen. Table of Contents Choose An Action – Press Go! Approve Reject Clear A...
Wed, Oct 5, 2022 at 4:59 PM
Site Payments Manager
Summary This article covers the uses for the site payments manager including tracking approved payments, the payment terms of the contract, and the amount ...
Tue, Nov 1, 2022 at 2:43 PM
Payment Details Screen
Summary This article covers how to mark a payment unpaid or paid and change a due date on the payment details screen. Table of Contents Choose A...
Wed, Oct 5, 2022 at 5:22 PM