Florence Essentials Training for Site Admin

Curriculum135 min

• 1. Registration & Navigation
• Register & Login 3 min
• Navigating 2 min
• Global View 3 min
• Personal Profile / Password / Signing PIN / Privacy Options 1 min
• Email Notifictions 1 min
• Need Help 1 min
• 2. Documents & Signatures
• Uploading a Document 2 min
• Emailing a Document 2 min
• Moving a Document 1 min
• Duplicating Documents, Folders, or Placeholders 1 min
• Uploading a New Version 1 min
• Annotations 4 min
• Downloads 2 min
• Signing a Document 5 min
• Requesting a Signature on a Document 6 min
• Sending a Signature Reminder 1 min
• Canceling a Signature Request 1 min
• QC Review Workflow 4 min
• 3. Shortcuts, Due Dates, and Placeholders
• Shortcuts 2 min
• Due Dates 1 min
• Expiration Dates 1 min
• Applying Due Dates and Expiration Dates in Bulk 2 min
• Placeholders 1 min
• Filling a Placeholder 3 min
• 4. eLogs & Forms
• Requesting a Signature on a Log 3 min
• Signing an eLog 2 min
• Fillable Forms 3 min
• Signing Fillable Forms 1 min
• Using eLogs 3 min
• Bulk Upload of Rows in eLogs 3 min
• Bulk Signature Requests on an eLog 3 min
• 5. Structure
• Creating Folders 1 min
• Importing Folder Structure 3 min
• 6. Access Management
• New Study Setup 3 min
• Team Members 3 min
• Permissions Overview 2 min
• 7. Admin Tasks (Team Setup, etc)
• Team Settings 3 min
• Announcements 2 min
• Team Notifications 1 min
• Dashboard 3 min
• eLog Templates 4 min
• eLogs Adding to Study 1 min
• Audit Trails (Admin) 2 min
• Structure Templates 2 min
• Assigning a Structure to a Binder or Folder 7 min
• Document Locking 3 min
• 8. Reporting Tools (Labels, Tags, Tasks)
• Reports 2 min
• Labels 4 min
• Creating a Task 2 min
• Completing a Task 3 min
• Tags 2 min
• 9. Monitoring & Study Profile Management
• Remote Monitoring in Florence 1 min
• Study Profiles 3 min
• 10. Quiz
• Essentials Site Admin Quiz 10 min