SiteVault CTMS Jumpstart Webinars
Unlock the Simplicity of SiteVault CTMS
Can't wait to get started?
Join the Site Success team for a 4-part webinar series as your "jumpstart" to CTMS!
See a full-system walkthrough in action to help you get up and running right away.
Recordings for all sessions will be made available on this page.
What You'll Gain
These 30-minute sessions are live, full-system walkthroughs designed to get your team to jump right in! Our goal is to make sure you feel confident and supported from day one.
- Four focused, 30-minute training webinars
- Visual, step-by-step guidance through key workflows
- Designed to provide foundational knowledge quickly and effectively
Your CTMS Jumpstart Roadmap
Session 1
Study Schedules (CTMS Intro)
This 30-minute webinar will guide you through creating the Study Schedule in CTMS.
Who Should Attend:
Users responsible for building and managing the study schedule/calendar. While not required, all CTMS/Finance users would benefit from attending as this session provides the foundational context for all CTMS activity.
Important:
This session is the starting point for the entire series; all CTMS/Finance users would benefit from attending.
Session 2
Study Budgets
This 30-minute webinar will guide you through creating and managing the Study Budget in CTMS.
Who Should Attend:
Users responsible for building, managing, or overseeing study budgets.
Recommended:
Completing Session 1 (Study Schedules) first is highly recommended. The Study Schedules session provides foundational context that is helpful for understanding budget setup.
Session 3
Participant Visits
This 30-minute webinar will guide you through the process of tracking and managing participant visits in CTMS.
Who Should Attend:
Users responsible for logging, tracking, or managing participant visit data.
Recommended:
The previous sessions provide helpful context on how visits integrate with the overall CTMS workflow.
Session 4
Invoices and Payments
This 30-minute webinar will guide you through managing invoices, processing payments, and performing financial reporting in CTMS.
Who Should Attend:
Users responsible for financial tracking, invoice generation, payment reconciliation, or financial reporting.
Recommended:
The previous sessions provide helpful context to understand the full financial lifecycle.
