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Engagement budgets are typically used when there is a different budget for the visit and the elements based upon where the study is being run, which then overrides the study-level amounts. This gives you the ability to set up project-level finances for your visit and elements based on the site. Engagement budgets can be used for multi-site engagements as well as any sponsors or CROs. This course walks through setting up engagement budgets for multiple sites. Read more

This interactive module outlines budget amendments at both the study and site engagement levels, protocol version configuration, as well how to add and update a new protocol version. This module also covers how to add visit groups and set them up for use at the study level. Read more

CCE New Finances allows users to view a full financial transaction history by journaling all activity in real time. It also provides the ability to define fiscal periods. This course is best served for users who are at an intermediate level of CCE finance. Read more

This curriculum walks users through the various workflows related to actions and milestones in CCE, including action and milestone configuration, management, and assignment, and setting up notification policies. Read more

In this eLearning module, you will learn about key workflows that you will use to manage notifications and actions in CCE, including setting up notification policies, adding and assigning actions, and tracking their completion. Read more

In this eLearning module, you will learn about key workflows that you will use to set up and manage milestones in CCE, including configuring milestones from within a study or site engagement, updating and assigning actions, and tracking their status. Read more

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