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Export primary CRA training progress

This feature is used to download a record of the primary CRA's training completion status for all assigned training documents. Exporting this data supports centralized oversight, helps document compliance for audits or inspections, and ensures that key personnel are properly trained throughout the study.

To export 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. Now from the workspace toolbar, select Export export_icon.png.

    Exporting primary CRA training progress
    Figure 3. Exporting primary CRA training progress

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

    Downloads widget showing primary CRA training progress exported
    Figure 4. Downloads widget showing primary CRA training progress 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 primary CRA training progress report
    Figure 5. Downloading exported primary CRA training progress report

Once selected, the progress report is exported in the XLSX format to your computer. You can now work with it offline.

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.