1. Site Users (Day 1)

  1. Enrolling and Record Entry
  2. Navigating Subject Records
  3. Queries
  4. Helpful Reports
  5. Site Coordinator/End User FAQs


2.  Monitoring and Record Review (Day 1)

  1. Record/CRF Reviewing Overview
  2. Accessing Records Ready for Review
  3. Reviewing a CRF
  4. Monitor Report
  5. Field Level Review and Risk-Based Monitoring
    1. RBM Overview

 

3. Data Managers (Day 1) 

  1. Built-in Reports
  2. Custom Reporting 
  3. Query Management
  4. Adding and Managing Users
  5. File and Document Management
  6. Data Extraction
  7. Data Manager Tools

HOMEWORK DAY 1


1) Set up a user in your training host set to Research Coordinator.  (Need one independent emails from your main one)

2) Enter the subject with a unique ePRO email address.

3) Follow directions in the email that is generated to log your two ePro forms.


4. Account/Host Management (Day 2)

  1. Account/Host Roles and Permissions
  2. Account FAQs
  3. Creating and Copying Studies
  4. Users
  5. Sites
  6. Customizing the Logo/Theme and Page Content


5. Study Builders – Study Settings (Day 2)

  1. Study Configuration Overview
  2. Functionality Overview 
  3. Role Security 
  4. Role Permission Guide 
  5. Sites and Users 
  6. Record Review Workflow 
  7. Metrics 
  8. Query Settings 
  9. Audit Settings 
  10. Study Versioning
  11. Study Status Settings 
  12. Removing All Data


6. Study Builders – Building Studies (Day 2)

  1. Study Building Guide
  2. Study Builder FAQs?
  3. Form Building Guide
  4. Conditional Action/Field Triggers Building Guide
  5. Field Triggers
  6. Mobile Device Form Building
  7. Common Form Building FAQs? CHECK OUT FAQ
  8. Form Library

 

HOMEWORK DAY 2


1) Set up a new form and set the transaction date.  

2) Put the form in Baseline interval

3) Enter data.


6. Study Builders – Subject Visits (Day 3)

  1. Scheduled Visits
  2. Unscheduled Visits
  3. Form Sequence
  4. Interval Date Entry

 

7. Study Builders - ePRO (Day 3)

  1. Configuring Study for Patient Reporting
  2. How to Provide Subjects ePRO Login Information
  3. eDiary Configuration
  4.  eConsent Configuration

 

8. ePRO studies and patient reporting


9. Patients (Day 4)

  1. eConsent
  2. Patient Access (ePRO)
  3. ePRO Mobile App and ePRO Website
  4. Handoff Mode