academy.florencehc.comFlorence End User Training

Back Sign In Searching... Plans Paths Courses Lessons Reset Welcome to the Florence Family! We are honored and delighted to get you started in Florence, introduce you to our software’s capabilities, and connect you to the thousands of researchers in our network making an impact every day. At our core, Florence is a site-first technology provider with a suite of cloud-based software solutions for sites, sponsors, and CROs. We are so excited to get you started on Florence and give you your day back from paperwork. Select from one of the various role based learning paths below to learn more about our software. Once chosen, click the Register button to begin training. Each learning path’s course contain videos that guide you on the different aspects of our software. Once completed, a certificate will be issued. Additionally if you wish to view individual videos separately, check out our Course Catalog. All Learning Path Courses eTMF Training for Monitors This is recommended for eTMF Monitors. It includes day-to-day basics specific to monitors, and the Monitor Review Module. Learn 6 Courses Monitor eTMF eISF Training for Monitors This is recommended for eISF Monitors. It includes day-to-day basics specific to monitors, and the monitor review module. Both eISF and eTMF versions are identical with the Monitor Review Module as optional in eISF. Learn 6 Courses Monitor eISF eTMF Training for Implementation Team This is recommended for users responsible for both admin tasks and day-to-day tasks and that may also be utilizing the Monitor Review Module feature. This is Florence’s most comprehensive training. Learn 11 Courses Implementations Team User eTMF eISF Training for Implementation Team This is recommended for users responsible for admin and day-to-day tasks. Both eISF and eTMF versions are identical with the Monitor Review Module as optional in eISF. Learn 11 Courses Implementations Team User eISF Florence Basics for Remote Site Access This is recommended for site staff members who are being given access to a team. It was renamed from "eTMF Training for Site Users" to "Florence Basics for Remote Site Access" (Nov 8th). Learn 7 Courses Site User eTMF Training for Internal Users This is recommended for day-to-day Sponsor and CRO users. Learn 11 Courses Internal Users eTMF eISF Training for Study Staff This is recommended for site staff members who are using Florence eBinders at their institution. Learn 11 Courses Study Staff eISF PI Training for eTMF and eISF This is recommended for Principal Investigators simply needing to know how to register, find and view documents, and sign them. Learn 4 Courses PI eTMF and eISF Team Admin Training for eTMF and eISF This is recommended for admin users responsible for user and role management. Learn 8 Courses Team Admin eTMF and eISF View Only Training for Ancillary Roles This is recommended for users with ancillary roles or anyone needing to register and view documents and audit trails. Learn 3 Courses View Only eConsent for End Users Learn about eConsent as an end user. Learn 19 min eConsent eConsent for Site Admins Learn about eConsent as a Site Administrator. Learn 18 min eConsent eConsent Refresher Training This hour-long recording of a live training session reviews basic eConsent functionality. Learn 50 min eConsent Release Training Learn about our newest Florence release. Webinars Webinars Course Catalog Here is a listing of individual courses. Single Courses Florence Essentials Training for Site Admin This training course is recommended for site users who are responsible for admin and day-to-day tasks. Learn 135 min Course retired Florence Implementation Team Training Course retired June 2022 Product Update: Release 78 - Live Recording Watch this recording for the updates included in our release 78. Learn 56 min Webinars Florence Essentials Training for Study Staff This course is recommended for study staff who use (or will be using) Florence eBinders at their institution. Learn 120 min essentials, site staff Florence Essentials Training for Monitors This course is recommended for Monitors who will be working and reviewing documents in Florence eBinders. It includes day-to-day basics specific to monitors. Learn 41 min ePrinter Training This course is for site users interested in installing and using the Florence ePrinter. Learn 13 min ePrinter April 2023 Product Update: Release 81.0.0 - Recording Watch this recording for the updates included in our release 81.0.0 Learn 56 min Webinars Florence Essentials Training for Investigators This course is recommended for Investigators (and similar roles) and covers only the most basic functions of Florence eBinders: how to register, find and view documents, and sign them. Learn 24 min essentials, investigator, pi July 2023 Product Update: Release 82.0.0 - Recording Watch this recording for the updates included in our release 82.0.0 Learn 57 min Webinars December 2023 Product Update: Release 83 - Recording Watch this recording for the updates included in our release 83.0.0 Learn 64 min Webinars December 2022 Product Update: Release 80 - Live Recording Watch this recording for the updates included in our release 80. Learn 56 min Webinars September 2022 Product Update: Release 79 - Live Recording Watch this recording for the updates included in our release 79. Learn 51 min Webinars Florence Implementation Team Training (eTMF customers) Course retired Creating Folders Learn how to create folders in Florence. Learn 1 min Folders Structure ePrinter PHI Flag Learn about how to apply flag PHI when printing in Florence. Learn 1 min ePrinter Study Set Up in eConsent Learn how to set up a study in eConsent. Learn 8 min eConsent Creating Binders Learn how to create binders in Florence. Learn 1 min Binders Structure Uploading a New Version Learn how to upload a new version of a file in Florence. Learn 1 min Documents Documents & Signatures Assigning a Structure to a Binder or Folder Learn how to assign a structure to a binder or folder in Florence. Learn 7 min Binders Folders Admin Tasks Requesting a Signature on a Log Learn how to request a signature on a Log (eLog) Learn 3 min eLogs Signatures eLogs & Forms Placeholders Learn how to create and use placeholders in Florence. Learn 1 min Placeholders Shortcuts, Due Dates & Placeholders Bulk Signature Requests on an eLog Learn how to request bulk signatures on an eLog in Florence. Learn 3 min eLogs Signatures eLogs & Forms QC Review Workflow Learn how to use the QC (Quality Control) Review process on documents. Learn 4 min Documents Documents & Signatures Global View Learn all about Global View in Florence. Learn 3 min Global View Registration & Navigation Creating a Task Learn how to create a task in Florence. Learn 2 min Tasks Reporting Tools (Tags, Labels, Tasks) Shortcuts Learn how to use shortcuts in Florence. Learn 2 min Shortcuts Shortcuts, Due Dates & Placeholders Email Notifications Learn about email notifications in Florence (optional). Learn 1 min Notifications Registration & Navigation ePrinter Document Rename Learn how to rename a document using the Florence ePrinter. Learn 1 min ePrinter Downloads Learn how to download a document in Florence. Learn 2 min Documents Documents & Signatures Using the Monitor Review Module as Study Team Learn ing the Monitor Review Module as a Study Team in Florence. Addition helpful related lessons are Labels, Creating a Role, Permissions Overview and Using the Monitor Review Module as Monitor. Learn 3 min Monitor Review Module MRM & Study Profile Management Managing Access Levels in eConsent Learn how to manage access levels in eConsent. Learn 8 min eConsent Emailing a Document Learn how to email a document into Florence. Learn 2 min Documents Documents & Signatures Create a Role Learn how to create a role in Florence. Learn 4 min Roles Access Management Announcements Learn how announcements are used in Florence. Learn 2 min Announcements Admin Tasks Reports Learn about reports in...