Case Manager

TrialDirector 360 Case Manager provides powerful management and administrative tools to any team’s collaboration efforts. Users can manage all case level functions and team members including: case creation, case archival, case access/rights and privileges, and case specific resources.

Open TrialDirector 360 Case Manager from the main navigation menu. The Start Page contains all of the main navigation buttons to create or open a case and get started.

Case Manager primarily uses tables to present the information provided in each section. These tables are searchable, navigable, and provide efficient processes to view, change, and organize the items and information detailed in each table.

For more information about the individual features of each section, see the following articles in the Help:

Create a Case

Change Case Manager User Preferences

Open a Case

Remove a Case