Clinical Basics Training Paths

Follow the training path for your role:

Vault Admin

Set up and manage users and studies.

  1. Vault Admin Guide
  2. Study Contributor Guide
  3. Study Viewer Guide
Study Contributor

Create and classify documents and manage their authoring, QC reviews, and approvals. Ensure you are always inspection-ready.

  1. Study Contributor Guide
  2. Study Viewer Guide
Study Viewer

Review documents and participate in the QC review and approval process.

  1. Study Viewer Guide
External Inspector

Perform study inspections.

  1. External Inspector Guide
Vault Admin with CTMS

Set up and manage users, archive studies.

  1. Vault Admin with CTMS Guide
CTMS Study Manager

Set up studies, review monitoring visit trip reports, and manage study documents.

  1. Study Manager Guide
CTMS Monitor

Conduct monitoring visits, record and manage issues and follow up items.

  1. Monitor Guide