Some sites require that Monitors/CRAs complete a SiteDocs Portal training course, before they allow that user access to their portal.
SiteDocs Portal training for Monitors or CRAs is conducted via an online training video which can be found here or via the link on the SiteDocs login page.
Once completed, they will be prompted to save their training certificate and our team will log their completed training in our user system.
If you're unsure whether or not a monitor has received training, the user can be added and a certification symbol will be displayed as follows, to identify the user as trained.
If this symbol does not appear beside the user's name, and the user confirms they have not completed training, they can be directed to the interactive 30 minute training video via the following link: https://sitedocsportal.com/monitor-certification
If the user has completed training and received their training certificate, but the symbol does not appear beside their name, please direct them to forward their training certificate to projectoffice@trialdocs.com.au for processing. Our team will update their training record and let the user know when it's been completed, whereby you can add them to your portal as a certified external user.
Related help topics: