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  • Job Aids and Video Tutorials

    Get step-by-step guidance through Job Aids and videos designed to simplify your CTMS experience

    • Video Tutorials
    • Job Aids
      • v3.1
      • v3.0
      • v2.1
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        • Checklist Template
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        • Reports and Letters

Checklist Template

This section provides the CTMS v2.1 Checklist Template Job Aids.

  • CTMS Thumbnail

    How to Create a Checklist Template

  • CTMS Thumbnail

    How to Publish a Checklist Template

  • CTMS Thumbnail

    How to Retire a Checklist Template

  • CTMS Thumbnail

    How to Associate a Checklist Template with a Visit Type

  • CTMS Thumbnail

    How to Export a Checklist

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