Site Training – DreamIT² clinical research software

Site Training — Clinical Research Training Management

SiteTraining:AMoreOrganizedApproachtoClinicalResearchTraining

Manage study-related training assignments, organize training records and maintain visibility into staff training activities.

KeepYourClinicalResearchTeamAlignedandInformed

Clinical research depends on people who understand their responsibilities, study protocols and applicable procedures. As studies evolve, research personnel may need to review updated protocols, consent forms and other study-related documents.

Managing training across multiple studies and staff members can become a significant administrative responsibility. Training records may be maintained in spreadsheets, paper files or separate systems, making it difficult to establish a consistent view of assignments and completion status.

Dream IT² Site Training is designed to help research organizations organize training activities within a structured digital environment. It provides a more organized way to associate training records with staff, studies and relevant documents, helping teams maintain visibility into their training activities.

Thechallengesofmanagingclinicalresearchtraining

Training across multiple staff members

Research organizations have staff with different roles and responsibilities. Coordinating training activities across these individuals and their respective studies requires consistent record management.

Changing study documentation

Protocols, informed consent forms and other study documents can be revised during a trial. These changes may introduce new training or review requirements for relevant staff.

Tracking completion status

Teams need to understand which training activities have been completed and which may require follow-up. Maintaining this information manually can be time-consuming.

Maintaining training records

Training information may be distributed across several documents and storage locations. Locating the relevant record for a particular person, study or document can require additional effort.

KeycapabilitiesofDreamITSiteTraining

1. Centralized training records

Maintain an organized view of training-related information within a digital environment. A centralized approach can help research teams review training records without relying entirely on disconnected spreadsheets and folders.

Training information can be considered in relation to the staff members, studies and documents associated with each activity.

2. Study-related training assignments

Organize training activities in the context of relevant clinical studies. Connecting assignments with their study context can help teams understand which training activities are associated with particular research projects.

This approach is useful for sites managing several active studies with different protocols and training requirements.

3. Document-based training

Clinical research training may be associated with protocols, informed consent forms and other study documents. Organizing training around relevant documents can help teams understand the purpose and context of each training activity.

It can also provide a structured way to review training records associated with important study documentation.

4. Training status visibility

Maintain visibility into training statuses, such as assigned, completed or rejected, where those statuses are supported by the system.

Status-based views can help research teams identify records requiring further review and understand the overall state of training activities.

5. Staff-level training overview

Organize training information in relation to individual staff members. This can help coordinators and managers review training records according to the personnel involved in particular research activities.

6. Training review and follow-up

A structured training environment can support the review of training records and help teams identify activities that need further attention. The available review and approval steps should reflect the actual workflow configured in the product.

HowSiteTrainingsupportsresearchoperations1.

01 Identify relevant training

Determine the study and document context associated with the training activity.

02 Associate training with staff

Organize the relevant training information in relation to the personnel involved in the study.

03 Manage training records

Maintain training information in a structured digital environment.

04 Review training status

Use available status information to review assigned, completed and other training records.

05 Coordinate follow-up

Identify training records that require additional attention and manage follow-up according to the site’s procedures.

Supportingthepeopleresponsibleforclinicalresearchtraining

For clinical research coordinators

Organize training records and review activities associated with study documentation and staff responsibilities.

For principal investigators

Maintain visibility into relevant training information associated with their clinical research activities.

For training coordinators

Manage training records and review assignment and completion information in a structured environment.

For site managers

Review training activities across studies and support more consistent training record management.

For growing research organizations

Establish an organized approach to training management as staff numbers and study portfolios expand.

Trainingaspartofaconnectedclinicalresearchecosystem

Training is closely connected to study management, regulatory documentation and clinical operations. A connected environment can help research teams understand how training activities relate to the wider research process.

By bringing Site Training together with eSource, eConsent, eRegulatory and Site CTMS, Dream IT² aims to support a more coordinated approach to clinical research operations.

BuildaMoreOrganizedTrainingWorkflow

Discover how Dream IT² Site Training can support your team's study-related training and documentation activities.

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