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  • Help Topics

    Learn more about the Trial Interactive CTMS platform and all its related topics by visiting this section

    • How to Use CTMS

      This section explains the use of CTMS.

    • Dashboard

      This section explains the CTMS Dashboard in detail..

    • Sponsors

      This section describes the Sponsors module in CTMS.

    • Programs
    • Product
    • Studies

      This section describes the Studies module in CTMS.

    • Sites
    • Site Visit Documentation

      This section describes Site Visit Documentation in CTMS with detail information.

    • Organizations

      This section describes the Organizations in the CTMS.

      • Create Organization
      • Edit Organization
      • Activate and Deactivate an Organization
      • Delete Organization
      • Export Organizations
      • Import Organizations
      • Search for an Organization
      • Customize Organization Screen
      • Organization Details
      • Studies and Sites Associated at the Organizational level
      • Related Organizations
      • Contacts at the Organization Level
    • Contacts

      This section describes Contacts, Levels of Contact Creation, Editing, and Deleting in the CTMS.

    • User Management

      This section describes the process of User Management in CTMS.

    • Activity Templates
    • Activity Plan Templates
    • Milestones

      This section describes the Milestones module in the CTMS.

    • Analytics

      The TI Analytic module displays dashboards at the domain and study level.

    • CTMS FAQs

      This section provides you with frequently asked questions and their answer about Trial Interactive CTMS.

Import Organizations

Explore Job Aids and Videos for more help:

Job Aids

  • How to Import Global Organizations

Videos

  • How to Import Organizations (01:22)

To import organizations, follow the steps below.

  1. On the Organizations tab, click on the Import button from the top menu bar.

  2. Refer to the standard importing steps detailed in the Importing Contacts section.
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