Learning pathWhere each capability is built
Every domain has a module that teaches it, a free practice decision that exercises it, and a reviewed casebook task that evidences it.
Monitoring visit planningMonitoring fundamentals and visit reporting
Visit types, what each one has to cover, and how a plan is built from the protocol and the site's open issues.
Practice: Triage the site risks you would act on before the visit.
Casebook task: Rank the risks at a high-enrolling site and say why that order holds.
Source data verificationSource documentation and ALCOA+ principles
ALCOA expectations, what source has to show, and how a record is traced back without over-reading it.
Practice: Decide which records a targeted review has to reach.
Casebook task: Set the scope of a targeted review and defend what you left out.
Deviation identification and judgmentSafety and deviation reporting
How a deviation is recognized, classified honestly and escalated on the right timeline.
Practice: Choose the first action on the day a finding appears.
Casebook task: State your first action and the reasoning a reader could follow.
Safety and pharmacovigilance oversightSafety and deviation reporting
Reporting windows, causality and severity records, and following an unresolved event to closure.
Practice: Handle an unreported serious event inside the visit.
Casebook task: Write the findings and the corrective actions the site has to complete.
Essential documents and site file oversightRegulatory and essential documents
Delegation, training and version control, and what a complete site file has to hold.
Practice: Work a delegation and product accountability gap.
Casebook task: Close a filing gap with a dated, owned corrective action.
Site communication and follow-upStudy coordination and operations
Turning a finding into an action a site can complete, with owners and dates agreed at the visit.
Practice: Decide how you close the visit with the site team.
Casebook task: Draft the communication to the investigator and the site team.
Monitoring report qualityClinical data quality and query resolution
Recording what was reviewed, the sample, the method and the decision behind each query.
Practice: Judge a deviation trend from the data you were given.
Casebook task: Produce a visit report summary an auditor and the next monitor can rely on.
Risk-based quality thinkingICH-GCP foundations for clinical research work
The principles that decide where oversight belongs when effort has to be proportionate.
Practice: Weigh participant safety against data credibility in a live call.
Casebook task: Design a proportionate monitoring plan for the rest of the study at this site.