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CRA

# Quick Start By Role
Last updated: 04/14/2026

Quick start for monitors and clinical research associates.

Quick start

As a Monitor / CRA, you typically focus on site monitoring, SDV, and data review.

Start here:

  1. Open My Page and review My Tasks
  2. Open your study from Current studyGo to Study Home
  3. Use SDV for source data verification
  4. Use Monitoring Visit for visit planning and findings

Full role guide

For responsibilities, permissions, and workflows in detail, see CRA (Monitor) in Roles & Permissions.