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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
        • General
        • Organization
        • Product
        • Program
        • Contact
        • Sponsor
        • Activities
        • Visit Reports
        • Study Management
        • Subject Management
        • Site Management
        • Checklist Template
        • Activtiy Plan Template
        • Reports and Letters
      • v3.0
      • v2.1

Checklist Template

This section provides the CTMS v3.0 Checklist Templates 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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