CTMS Learning Center

To receive proper credit/proof-of-training for each course, do one of the following.

• If you have a Duke NetID, please go to the Duke LMS to locate and register for the classes (listed as “[Class Name] – Online”). View the training and then launch/pass the associated class assessment.
  • Important: Please ignore instructions about emailing IT Training for credit. Instead, after completing the assessment, submit an attachment of your LMS Course Completion Notification via a Request for CTMS ServiceNow ticket.
• If you do not yet have a Duke-issued NetID, then follow the instructions in each class to receive credit for completing the course.

CTMS Fundamentals – Online (Required for all CTMS users)

CTMS Site Management – Online (If prompted, click Browse YouTube)

CTMS Site Monitoring – Online (If prompted, click Browse YouTube)

CTMS Protocol Planning, Setup & Maintenance – Online (For project leadership only)

Important! These CTMS – Online courses do not reflect the most recent updates to CTMS. After taking the courses, review the Upgrade Bulletins listed under Training Resources below.

• CTMS to eTMF Integration QRC (PDF) | Overview of the CTMS to eTMF integration.
• CTMS to eTMF Integration Class [19:21] (Video) | Recording of the Integration Overview class.
• List of Essential Site Visit Documents (PDF) | Lists documents that are uploaded to PhlexTMF from CTMS.
• Managing Trip Report Letters/Attachments (PDF) | Process steps to ensure successful automatic transfer of essential documentation.