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TrialKit Training Outline

The TrialKit system training outline is used for administrative certification training. It also serves as a glossary of topics to reference if you have trouble finding documentation through a manual search in the knowledge base.

Day 1


  1. Introductions

  2. How to get Help and Support

Studies, Users, Roles, and Sites

  1. Users Set Up in Host Menu

  2. Role Security (Host)

  3. Role Security (Study)
  4. Site Setup in Host Menu

  5. User Assignments to Studies

  6. Themes and appearance

Site Users

  1. System access and the basics

  2. Navigating Subject Records

  3. My Queries

  4. Action Items

Day 2

Study Builders

  1. Study Building Guide

Building Forms

  1. Form Building

  2. Copying and pasting

  3. Conditional Actions (Edit checks and form logic)

    1. Field Triggers

  4. Form libraries

  5. Data Dictionary

  6. Annotating Forms and Blank Casebooks

Day 3

Form Building Finish

  1. Auto-Validation

  2. Device and Language Targeting

  3. Translated text validation

Study Configuration

  1. Functionality

  2. Defining Key Forms

  3. Record Review Workflow

  4. Metrics

  5. Query Settings

  6. Audit Settings

  7. Study Versioning

  8. Study Status Settings - Process for Moving studies live

Visit Schedule Design

  1. Scheduled Visits

    1. Visit Cohorts

  2. Unscheduled Events

  3. Form Sequence

  4. Interval Date Entry

Day 4


  1. Configuring Studies for Patient Reporting and Diaries

  2. Consent

  3. How to Provide Subjects ePRO Login Information

  4. Patient Access (ePRO)

  5. Participant Notifications

  6. Calendar/Scheduling

  7. Video Meeting

    1. Joining Virtual Visits

Participant Users

  1. Participant’s experience - App vs Web

  2. Consenting Participants

  3. Timeline report

  4. Joining Virtual Visits

Study Administration

  1. Staying Informed: Version updates

  2. Study requests and closure process

  3. Creating and Copying Studies

Testing your builds

  1. Using Data Dictionary for UAT testing.

  2. Removing Test Data

Monitoring and Record Review

  1. Record/CRF Reviewing Overview

  2. Accessing Records Ready for Review

  3. Reviewing a CRF

  4. Monitor Report

  5. Field Level Review and Risk-Based Monitoring (Configuration)

Data Managers

  1. Report Builder: Ad-hoc data listings

  2. Site and Study Documents

  3. Data Extraction

    1. Access and blinding

    2. PDF Exports

      1. PDF Batch Exporting Records and Complete Casebooks

Additional Components


  1. Adjudication Setup and Configuration

  2. Performing Adjudication



  1. Defining Randomizations

  2. Allocating and Managing Randomization

  3. Blinding

  4. Using randomization in conditions

Reporting Objects

  1. Reporting Objects

  2. Graphical Reports

Medical Coding

  1. Configuring forms for coding

  2. Setting up coding projects

  3. Coding in TKCoder

Site Payment Tracking

  1. Configuration and management of site payments

Lab Range Management

Lab Management Overview

  1. Creating Lab Forms

  2. Enabling Study For Lab Ranges

  3. Mapping Lab Ranges

  4. Matching Lab Sites With Study Sites

  5. Entering Lab Data

Trial Supply (IP) Tracking

  1. Inventory Management and Setup

  2. Inventory Administration
  3. Site Inventory and Assigning to Subjects

Data Importing

Manual Batch Data Importing

API Integration Basics