Trial management
Milestones, site readiness, enrollment progress, tasks and training.
- See what needs attention in Trial overviewOpen CTMS > Trial overview to see, on one screen, what needs attention across milestones, site readiness, enrollment, monitoring and quality. Click any tile or row to jump to the record.For Study owners & admins, Sponsors & CROs
- Track study, country and site milestonesOpen CTMS > Milestones, choose the Study, Countries (EU) or Sites tab, and click the pencil on a milestone to enter its planned and actual dates. Capture compares them with the plan and flags late items and legal deadlines.For Study owners & admins, Monitors (CRAs), Sponsors & CROs
- Track site readiness before activationOpen CTMS > Site readiness to see each site's start-up checklist. Record each item with its date and document reference; a site can only be activated once every required item is done.For Study owners & admins, Monitors (CRAs), Sponsors & CROs
- Track enrollment against planOpen CTMS > Enrollment to compare enrolled participants with the plan for the whole study or each site. Sites below 80% of plan show as Behind plan.For Study owners & admins, Monitors (CRAs), Sponsors & CROs
- Assign team tasks and discuss recordsWith CRO collaboration switched on, create tasks in CTMS > Tasks (or from a participant's Team tasks card), and click the speech bubble next to a visit, form or field to start a discussion and @mention a teammate.For Study owners & admins, Data managers, Monitors (CRAs), Site coordinators & staff, Sponsors & CROs
- Create tasks automatically with task rulesIn Settings > Collaboration, switch on the task rules you want (for example Missed ePRO or Open query), choose who gets the task, and click Save rules. Rules run every hour.For Study owners & admins
- Track follow-ups with action itemsClick the Action Items icon at the top of the screen and choose View All Action Items to see, create and update follow-ups. When CRO collaboration is switched on, follow-ups are managed as team tasks instead.For Study owners & admins, Monitors (CRAs), Site coordinators & staff, Data managers
- Complete training and export training recordsOpen your name at the top right > Training Records to watch the videos assigned to your role and export your records. Study managers check the whole team in Settings > Team.For Study owners & admins, Data managers, Investigators, Site coordinators & staff, Monitors (CRAs)
- Write and approve monitoring visit reportsCRAs open CTMS > Monitoring, click New Visit Report, fill in the visit, metrics and findings, and click Sign and Submit. A reviewer then clicks Approve and Sign or Return to CRA. Approval issues a follow-up letter and action items for the site.For Monitors (CRAs), Study owners & admins, Investigators, Site coordinators & staff
- Report and manage protocol deviationsOpen CTMS > Quality and click Report Deviation. Describe what happened and when; the sponsor team then classifies it, records root cause and CAPA, and closes it with a signature once the investigator has reviewed it.For Site coordinators & staff, Investigators, Monitors (CRAs), Study owners & admins
Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.