General Course – Trial 360

Responsible	Lady Lisseth Ortiz Jiménez
Last Update	03/07/2025
Completion Time	2 hours 39 minutes
Members	8

Course
Reviews

Versión 3.1 Advanced Version 3.1

Introduction to Trial 360

3Lessons · 11 min
- Site Selection, Chat and Notifications
  
  Preview 10 xp
- How to Search, Filter, Group, and Use Favorites
  
  Preview 10 xp
- Audit Trail
  
  Preview 10 xp
Settings

2Lessons · 11 min
- Role Creation
  
  Preview 10 xp
- How to create Users
  
  Preview 10 xp
Project

15Lessons · 43 min
- Project Configuration
  
  Preview 10 xp
- Project v3.0 (Part 1)
  
  Preview 10 xp
- Project v3.0 (Part 2)
  
  Preview 10 xp
- New creation procedure with Odoo Studio (basic level)
  
  Preview 10 xp
- Delegation Signature Configuration
  
  10 xp
- Delegation Registration
  
  10 xp
- PI Delegation Template Approval
  
  10 xp
- User Delegation Approval
  
  10 xp
- PI Delegation Approval
  
  10 xp
- Delegation Template States and Actions
  
  10 xp
- Stakeholder and Project Member Management
  
  10 xp
- Risk Category Configuration and Creation
  
  10 xp
- Issue Category Configuration and Creation
  
  10 xp
- Milestone Type Configuration and Milestone Creation
  
  10 xp
- Creation of Lessons Learned
  
  10 xp
CRM

8Lessons · 25 min
- CRM Configuration
  
  Preview 10 xp
- Contact Classification
  
  10 xp
- Creating Initiatives
  
  Preview 10 xp
- Creating an opportunity
  
  Preview 10 xp
- Scheduling first visit and how to mark pre-screening failure from CRM
  
  Preview 10 xp
- Call Logging
  
  Preview 10 xp
- Importing Subjects
  
  Preview 10 xp
- Reporting Death to Opportunity
  
  10 xp
Clinic

17Lessons · 1 hr 4 min
- How to schedule, reschedule, and reopen appointments
  
  Preview 10 xp
- Updating an Appointment
  
  Preview 10 xp
- Completion of the medical history during the appointment
  
  Preview 10 xp
- Adverse Events Configuration
  
  Preview 10 xp
- Creating Remote Follow-Ups
  
  Preview 10 xp
- Respiratory Illness Events
  
  Preview 10 xp
- Allergies & Vaccines
  
  Preview 10 xp
- Questionnaires
  
  Preview 10 xp
- Creating Explanatory Notes
  
  Preview 10 xp
- Setting Up Categories and Reasons for Findings and Deviations
  
  Preview 10 xp
- Reasons & Relation Types
  
  Preview 10 xp
- Units of Measure Configuration
  
  Preview 10 xp
- Setting Up Reasons for Cancelling and Rescheduling Appointments
  
  Preview 10 xp
- Electronic Signature Configuration
  
  Preview 10 xp
- Electronic Signature of Clinical Records
  
  Preview 10 xp
- Drugs & Supplements
  
  Preview 10 xp
- Billing for a Visit
  
  10 xp
Laboratory

5Lessons · 5 min
- Laboratory Configuration
  
  10 xp
- Explanatory Notes from Laboratory
  
  Preview 10 xp
- Creating Findings and Deviations
  
  Preview 10 xp
- Laboratory Sample Request
  
  10 xp
- External Sample Request
  
  10 xp
Pharmacy

4Lessons ·
- Creation of Warehouses and Locations
  
  10 xp
- Creation of Technical Reception Standards
  
  10 xp
- Creation of Technical Reception of Products
  
  10 xp
- Creation of Medication Dispensing/Refund
  
  10 xp