Help Center

Complete training and export training records

Open 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.

Where to find it

Your name (top right) > Training Records

Watch your training videos

  1. Click your name at the top right and choose Training Records.

  2. Under Training Videos, click a video.

    It resumes where you stopped. You can rewind, but you cannot skip ahead of what you have watched.

  3. Watch to the end.

    A video counts as completed once you have watched 90% of it, and the status changes to Completed with the date.

  4. Click Export CSV to download your training records.

Sign study training

When CRO collaboration is switched on, the Tasks page shows Training to sign for this study, such as protocol training. Click Sign, enter your password and click Sign training. Sign-offs cannot be changed afterwards. Read how electronic signatures work.

Check your team's training (study managers)

  1. Open Settings > Team.

  2. Read the Training Matrix: completed, pending and not required for each person's role. Click Export CSV to download it.

  3. To confirm someone's training, click Confirm in the team list, tick the confirmation and click Confirm Training.

    If videos are missing, give a justification and click Confirm Despite Gaps. The justification is kept in the audit trail.

Questions

Why do I see no training videos?

Your role does not belong to a training group, or no videos have been assigned to your group yet. Ask your study manager.

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