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Track and update primary CRA training progress

In CTMS, you can exclusively monitor and record the training completion status of the primary CRA for each study-related training document. Since the primary CRA plays a key role in overseeing site activities, ensuring protocol compliance, and serving as the main point of contact between the sponsor and the site, it is critical that their training is closely tracked. Keeping their progress up to date helps maintain study quality, supports regulatory compliance, and ensures that site operations are properly guided throughout the trial.

To track and update the primary CRA training progress

  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 Progress Tracking.

  3. On the page that opens, you can view the primary CRA's progress on the training document entries.

    To update the progress, locate and select the checkbox next to the needed training record, and then, from the workspace toolbar, select Edit Edit_icon_gray.png.

    Selecting to update primary CRA's training progress
    Figure 3. Selecting to update primary CRA's training progress

    Tip

    To refine the search, from the workspace toolbar, you can select a specific training program tile to instantly filter the corresponding training records in the table and select the required one.

  4. Scroll the table to the right, and update the fields that have now become editable as explained in the following table.

    Updating primary CRA training progress
    Figure 4. Updating primary CRA training progress

    Element

    Details

    Training Status

    Select the status of the training progress: Incomplete, Completed, or Not Applicable.

    Training Date

    Select the date when the training status has been last changed.

    Comments

    Add any comments indicating the reason or explanation for the status change.

  5. From the workspace toolbar, select SAVE Save_tick_gray_icon.png to implement your changes.

Once saved, the primary CRA's progress on a specific training document is updated in the system.

In this section:

A person responsible for overseeing and monitoring a clinical trial to ensure it is conducted in compliance with regulatory standards and protocols. The CRA’s scope of work might include protocol review, site selection and initiation, monitoring, data entry control, and more.

In the eClinical system, the Clinical Research Associate (CRA) user role is assigned to a person who works with the sites, and in EDC, mainly has to make sure that the entered data is truthful to the source document. CRA checks the source document in a process called source data verification and ensures that everything entered by the clinical research coordinators is valid to avoid any discrepancies caused by human errors.