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Export training document entries

The Export feature is used to download training document records from the system for offline review, reporting, or archiving. Exporting entries helps maintain external records and supports audit preparation and study oversight.

To export the training document entries

  1. Access the study management page in one of the following ways:

    • In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.

      Accessing study management from dashboard
      Figure 1. Accessing study management from dashboard

    • In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.

      Accessing study management from study data list
      Figure 2. Accessing study management from study data list

  2. From the left pane, select Training > Training Matrix.

  3. On the page that opens, select the Training Documents tab and from the workspace toolbar, select Export export_icon.png.

    Exporting training document entries
    Figure 3. Exporting training document entries

  4. The downloads widget appears showing the export progress. Select the widget to access exported files.

    Downloads widget showing training document entries exported
    Figure 4. Downloads widget showing training document entries exported

  5. In the My Downloads dialog that appears, in the Download is Ready tab, select download_icon.png next to the required exported file.

    Downloading exported training document entries
    Figure 5. Downloading exported training document entries

Once selected, the entries are exported in the XLSX format to your computer. You can now work with it offline.

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