Unlock the Simplicity of SiteVault CTMS
SiteVault CTMS empowers sites with enhanced control and efficiency, from initial study startup through execution and closeout.
Getting Access
Your path to getting access to CTMS depends on your current SiteVault use:
- Free Version Customers: You’re all set! CTMS is automatically available to you in SiteVault; no enablement is required.
- Enterprise Customers: Want to enable CTMS? Just reach out to your Site Success consultant, and they’ll walk you through the next steps.
- New Customers: Simply pick the CTMS app during sign-up. We’ll follow up with an email containing training links to get you started fast.
Raring to go? CTMS help articles are available now. Start with Plan Before you Click and Using Help to Create and Manage CTMS Studies.
Questions? Visit our FAQ page.
SiteVault CTMS Jumpstart Webinars
Join the Site Success team for a two-part webinar series as your jumpstart to CTMS! These 1-hour sessions provide a full-system walkthrough in action to help you get up and running right away. Our goal is to make sure you feel confident and supported from day one.
- Two focused, 1-hour training webinars
- Visual, step-by-step guidance through key workflows
- Designed to provide foundational knowledge quickly and effectively
Recordings for all sessions will be made available on this page.
Your CTMS Jumpstart Roadmap
Session 1
Study Schedules and Budgets
This 1-hour webinar guides you through creating the Study Schedule and managing the various study fees and expenses by using the tools in the CTMS Study Budget.
Who Should Attend:
- Users responsible for building and managing the study schedule/calendar or overseeing study budgets.
- Decision-makers who understand the value of CTMS and can drive site-wide adoption.
Important:
This session is the starting point for the entire series; all CTMS/Finance users would benefit from attending.
Session 2
Visit and Financial Management
This 1-hour webinar guides you through managing participant visits, invoices, payments, and reporting. This content is likely your WHY for implementing CTMS; attend to see how to complete the study cycle through to getting paid.
Who Should Attend:
- Users responsible for logging participant visit data
- Users responsible for financial tracking, invoice generation, payment reconciliation, or financial reporting.
Recommended:
Completing Session 1 first is highly recommended as it provides foundational context on how visits integrate with the overall CTMS workflow and budget setup.
