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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.