--- title: "TrialKit Training Outline" slug: "trialkit-training-outline" updated: 2024-08-29T15:23:48Z published: 2024-08-29T15:23:48Z canonical: "help.trialkit.com/trialkit-training-outline" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.trialkit.com/llms.txt > Use this file to discover all available pages before exploring further. # TrialKit Training Outline This outline is used for Administrative (TK-101) and Building Certification (TK-201), and serves as a helpful post-training reference ### **TrialKit 101 - Session 1** #### **Introduction** 1. 1. Introductions 2. How to get Help and Support 3. Staying Informed: [Version updates](https://trialkit.document360.io/docs/release-notes) 4. [Study requests](https://trialkit.document360.io/docs/requesting-a-new-study) and [closure process](https://trialkit.document360.io/docs/how-to-close-a-study) 5. [Creating and Copying Studies](/v1/docs/form-building-and-related-tools#importingexporting-forms) ### **Session 2** #### **Studies, Users, Roles, and Sites** 1. 1. [Users Set Up in Host Menu](/v1/docs/user-management) 2. [Role Security](/v1/docs/host-level-user-roles-and-rights) (Host) 3. [Role Security](/v1/docs/roles-and-permissions) (Study) 1. Role security matrix on application 4. [Site Setup in Host Menu](/v1/docs/site-management) 5. [User Assignments to Studies](/v1/docs/user-management) 6. [Themes and appearance (web only)](/v1/docs/themeappearance-customization-overview) #### **Site Users** 1. 1. [System access and the basics](/v1/docs/participant-sign-in) 2. [Navigating Subject Records](/v1/docs/data-entry-basics) 3. [My Queries](/v1/docs/queries) 4. [Action Items](/v1/docs/action-items-report) #### **Study Administration** 1. 1. Staying Informed: [Version updates](https://trialkit.document360.io/docs/release-notes) 2. [Study requests](/v1/docs/requesting-a-new-study) and [closure process](/v1/docs/how-to-close-a-study) 3. [Creating and Copying Studies](/v1/docs/form-building-and-related-tools#importingexporting-forms) #### **Monitoring and Record Review** 1. 1. [Record/CRF Reviewing Overview](/v1/docs/data-review-monitoring-and-signatures) 2. [Accessing Records Ready for Review](/v1/docs/data-review-monitoring-and-signatures) 3. [Reviewing a CRF](/v1/docs/data-review-monitoring-and-signatures) 4. [Monitor Report](/v1/docs/data-review-monitoring-and-signatures) 5. [Field Level Review and Risk-Based Monitoring](/v1/docs/data-review-monitoring-and-signatures) (Configuration) #### **Data Managers** 1. 1. [Report Builder: Ad-hoc data listings](/v1/docs/report-builder-ad-hoc-reports) 2. [Site](/v1/docs/site-document-manager) and [Study](/v1/docs/study-documents) Documents 3. Staying Informed: [Version updates](https://trialkit.document360.io/docs/release-notes) 4. [Study requests](/v1/docs/requesting-a-new-study) and [closure process](/v1/docs/how-to-close-a-study) 5. [Creating and Copying Studies](/v1/docs/form-building-and-related-tools#importingexporting-forms) 6. [Data Extraction](/v1/docs/data-exports) 1. [Access and blinding](/v1/docs/data-exports) 2. [PDF Exports](/v1/docs/pdf-exports) 1. [PDF Batch Exporting Records and Complete Casebooks](/v1/docs/pdf-exports) 1. 1. ### **TrialKit 201 - Session 1** #### **Study Builders** 1. 1. [Study Building Guide](/v1/docs/study-building-guide) #### **Building Forms** 1. 1. [Form Building](/v1/docs/form-building-guide) 1. [*Form Building Tips Video*](/v1/docs/form-building-tips) 2. Copying and pasting 3. [Conditional Actions](/v1/docs/conditional-actions-building) (Edit checks and form logic) 1. [Field Triggers](/v1/docs/conditional-actions-building#limitations-and-considerations) 2. Advanced CA's - [Blocked conditions](/v1/docs/conditional-actions-building#conditions-vs-blocks) and [Regular Expressions](/v1/docs/field-types-and-properties#text) 1. 1. [Form libraries](/v1/docs/form-building-and-related-tools#importingexporting-forms) 1. [Import from a file](/v1/docs/form-building-and-related-tools) 2. [Data Dictionary](/v1/docs/form-building-and-related-tools#data-dictionary) 3. [Annotating Forms and Blank Casebooks](/v1/docs/form-building-and-related-tools#annotating-forms) ### **Session 2** #### **Form Building Finish** 1. 1. [Auto-Validation (Web Only)](/v1/docs/auto-validating-forms) 2. [Device and Language Targeting (App Only)](/v1/docs/targeting-web-forms-for-devices-and-languages) 3. [Translated text validation (App Only)](/v1/docs/subject-casebooks) #### **Study Configuration** 1. 1. [Functionality](/v1/docs/study-functionality-settings) 2. [Defining Key Forms](/v1/docs/study-functionality-settings#workflow-and-key-forms) 3. [Record Review Workflow](/v1/docs/study-workflow) 4. [Metrics](/v1/docs/study-functionality-settings#metrics) 5. [Query Settings](/v1/docs/study-functionality-settings#query-configuration) 6. [Audit Settings](/v1/docs/study-functionality-settings#5-record-audit-settings) 7. [Study Versioning](/v1/docs/version-management) 8. [Study Status Settings](/v1/docs/study-functionality-settings#1-study-status) - [Process for Moving studies live](/v1/docs/process-to-move-a-study-live) #### **Visit Schedule Design** 1. 1. [Scheduled Visits](/v1/docs/scheduled-visits-and-cohorts) 1. [Visit Cohorts](/v1/docs/scheduled-visits-and-cohorts) 2. [Unscheduled Events](/v1/docs/configuring-unscheduled-visits) 3. [Form Sequence](/v1/docs/form-building-guide) 4. [Interval Date Entry](/v1/docs/configuringusing-interval-date-entry-ide) ### **Session 3** #### **ePRO** 1. 1. [Configuring Studies for Patient Reporting and Diaries](/v1/docs/configuring-study-for-epro-and-ediaries) 2. [Consent](/v1/docs/configuring-consent) 3. [How to Provide Subjects ePRO Login Information](/v1/docs/participant-pin-reference-and-sending-manual-notifications) 4. [Patient Access (ePRO)](/v1/docs/participants) 5. [Participant Notifications](/v1/docs/participant-notifications) 6. [Calendar/Scheduling](/v1/docs/site-calendarscheduling) 7. [Video Meeting](/v1/docs/video-visitsmeetings) 1. [Joining Virtual Visits](/v1/docs/site-calendarscheduling#joining-a-scheduled-virtual-video-visitmeeting) #### **Participant Users** 1. 1. [Participant’s experience - App vs Web](/v1/docs/participants) 2. [Consenting Participants](/v1/docs/consenting-participants) 3. [Timeline report](/v1/docs/consenting-participants) 4. [Joining Virtual Visits](/v1/docs/site-calendarscheduling#joining-a-scheduled-virtual-video-visitmeeting) #### **Testing your builds** 1. 1. [Using Data Dictionary for UAT testing.](/v1/docs/study-building-guide) 2. [Removing Test Data](/v1/docs/clearing-deleting-all-study-data) **Go Live and Change Control through Version Management** 1. 1. [Going Live](/v1/docs/process-to-move-a-study-live) 2. [Version Management and Version Override's](/v1/docs/version-management) ### **Additional Component Training (Add On's)** #### **Adjudication** 1. 1. [Adjudication Setup and Configuration](/v1/docs/adjudication) 2. [Performing Adjudication](/v1/docs/adjudication#performing-adjudication) #### **eTMF** [Trial Master File](/v1/docs/trial-master-file-etmf) [TMF Overview and Access](/v1/docs/trial-master-file-etmf#tmf-overview-and-access) [Viewing Files](/v1/docs/trial-master-file-etmf#viewing-files) [Downloading and Updating Files](/v1/docs/trial-master-file-etmf#downloading-files) [Using Blockchain](/v1/docs/trial-master-file-etmf#files-in-the-blockchain) [Review and Approval of Documents](/v1/docs/trial-master-file-etmf#review-and-approval-of-documents) [Folder and File Permissions](/v1/docs/trial-master-file-etmf#folder-and-file-user-permissions) [Placeholders - Assigning Tasks to Upload Documents](/v1/docs/trial-master-file-etmf#placeholders---assigning-tasks-to-upload-documents) [Tasks](/v1/docs/trial-master-file-etmf#tasks) [Copying Folders and Content](/v1/docs/trial-master-file-etmf#renaming-or-copying-folders-and-contents) [File Expiration](/v1/docs/trial-master-file-etmf#file-expiration) [Activities Audited By the TMF](/v1/docs/trial-master-file-etmf#activities-audited-by-the-tmf) [TMF Folder Structure Sample](/v1/docs/trial-master-file-etmf#dia-folder-structure-sample-and-importing) #### **Randomization** [Randomization](/v1/docs/randomization-configuration) 1. 1. [Defining Randomizations](/v1/docs/randomization-configuration#define-randomization) 2. [Allocating and Managing Randomization](/v1/docs/randomization-configuration#view-and-decode-the-randomization-allocations) 3. [Blinding](/v1/docs/randomization-configuration#view-and-decode-the-randomization-allocations) 4. [Using randomization in conditions](/v1/docs/randomization-configuration#randomization-conditions) #### **Reporting Objects** 1. 1. [Reporting Objects](/v1/docs/reporting-objects) 2. [Graphical Reports](/v1/docs/reporting-objects) #### **Medical Coding** 1. 1. [Configuring forms for coding or importing datasets](/v1/docs/medical-coding-configuration) 2. [Setting up coding projects](/v1/docs/medical-coding-configuration#creating-coding-projects) 3. [Coding in TKCoder](/v1/docs/medical-coding) 4. [Synonym management](https://help.trialkit.com/v1/docs/medical-coding#synonyms-and-reference-groups) #### **Site Payment Tracking** 1. 1. [Configuration and management of site payments](/v1/docs/site-payment-configuration-and-management) #### **Lab Range Management** [Lab Management Overview](/v1/docs/local-lab-rangesnormals) 1. 1. [Creating Lab Forms](/v1/docs/local-lab-rangesnormals#create-a-form-or-set-of-forms-to-collect-lab-data) 2. [Enabling Study For Lab Ranges](/v1/docs/local-lab-rangesnormals#enable-lab-range-functionality) 3. [Mapping Lab Ranges](/v1/docs/local-lab-rangesnormals#configure-the-lab-sites-and-range-mapping) 4. [Matching Lab Sites With Study Sites](/v1/docs/local-lab-rangesnormals#associate-sites-with-labs) 5. [Entering Lab Data](/v1/docs/local-lab-rangesnormals#entering-data-to-check-ranges) #### **Trial Supply (IP) Tracking** 1. 1. [Inventory Management and Setup](/v1/docs/inventory-configuration) 2. [Inventory Administration](/v1/docs/inventory-administration) 3. [Site Inventory and Assigning to Subjects](/v1/docs/site-inventory-and-product-assignment) #### **Data Importing** [Manual Batch Data Importing](/v1/docs/batch-data-import) [API Integration Basics](/v1/docs/trialkit-api-basics) #### **Video Conference** [Scheduled Virtual Visits](/v1/docs/video-visitsmeetings) [Ad-hoc virtual visits](/v1/docs/video-visitsmeetings#adhoc-virtual-visits) [During the Session](/v1/docs/video-visitsmeetings#during-the-session) [Video Meeting History](/v1/docs/video-visitsmeetings#video-meeting-history) 1. [Calendar/Scheduling](/v1/docs/site-calendarscheduling) 2. [Video Meeting](/v1/docs/site-calendarscheduling#joining-a-scheduled-virtual-video-visitmeeting) 1. [Joining Virtual Visits](/v1/docs/site-calendarscheduling#joining-a-scheduled-virtual-video-visitmeeting)