Track training and send training reminders

You can track a user's training completion and send a reminder about training at any time.

To see all completed in-product training in a study, run the Clinical One Training report.

  1. On the Home page, click the study settings button (settings button) on the study you want to edit, and select Open Settings.
  2. Below the study name, click the Users tab.

    Tip:

    See a snapshot of each user's training status in the Training column.
  3. Select a user, and make sure User Training is expanded to the right. This section lists all assigned training.
  4. To send a reminder to the user, click Send Training Record, above the list of assigned training.
    The user receives an email with the subject "Training Status Reminder". The information is presented in two columns: in the Training Name column they see the name of each training video. In the Date Completed column, they see either the date when they completed a specific training video or if the video wasn't started yet.