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.