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Workflows in SureCTMS

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Overview of Workflows in SureCTMS

Completing a Forms Workflow

Completing, Reviewing, and Signing a Forms Workflow

Reviewing Documents

Reviewing Forms

Reviewing Forms and Signing

Signing Documents

Signing Forms

Uploading Documents Workflow

Uploading Documents and Signing

Monitor Visit Report Workflow

How to initiate and complete a monitor visit report workflow.

Monitor Visit Confirmation Letter Workflow

Monitor Visit Follow-Up Letter Workflow

Survey Workflows

How to complete and approve survey forms.