{"id":2037,"date":"2026-08-17T17:27:01","date_gmt":"2026-08-17T21:27:01","guid":{"rendered":"https:\/\/az.research.umich.edu\/medschool\/?post_type=document&#038;p=2037"},"modified":"2026-08-17T17:27:01","modified_gmt":"2026-08-17T21:27:01","slug":"access-for-external-monitors-to-advarra-eregulatory-at-michigan-medicine","status":"publish","type":"document","link":"https:\/\/az.research.umich.edu\/medschool\/informational\/access-for-external-monitors-to-advarra-eregulatory-at-michigan-medicine\/","title":{"rendered":"Access for External Monitors to Advarra eRegulatory at Michigan Medicine"},"template":"","categories":[28],"tags":[103],"content-type":[5],"topic":[40],"update-type":[],"class_list":["post-2037","document","type-document","status-publish","hentry","category-clinical-trials-support-office","tag-clinical-trials-management-systems","content-type-informational","topic-clinical-research"],"acf":{"use_legacy_editor":true,"updated_date":"2026-08-17 17:00:00","update_notice":false,"author":"","summary":"<span style=\"font-weight: 400\">Access to Advarra eRegulatory (eReg) at Michigan Medicine requires University of Michigan login credentials.<\/span>\r\n\r\n<span style=\"font-weight: 400\">Designated individuals within the Clinical Trials Support Unit (CTSU) manage account requests for external monitors who require access to eReg. These individuals are known as CTSU account approvers.\u00a0<\/span>\r\n\r\n<span style=\"font-weight: 400\">The Clinical Trials Management Systems (CTMS) team is the IT team that manages eReg. The CTMS team supports the CTSU account approvers and monitors through the account provisioning process.<\/span>\r\n\r\n<span style=\"font-weight: 400\">The Identity Management Team provides University of Michigan (UMICH) login credentials.<\/span>","button_links":null,"related_content":"","legacy_path":"","legacy_node_id":"","legacy_related_nids":"","legacy_content_section":[{"legacy_section_type":"heading","legacy_heading":"Key Terms","legacy_subheading":"","legacy_section_text":"","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area","legacy_heading":"","legacy_subheading":"","legacy_section_text":"<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">U-M - U-M means the University of Michigan.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Michigan Medicine - Michigan Medicine is the University of Michigan\u2019s academic medical center.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">U-M ID Number or UMID - Your U-M ID number, also called your UMID, is the identification number assigned to you by the University of Michigan.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">U-M Uniqname - Your U-M uniqname is your University of Michigan username. For Michigan Medicine systems, you may need to enter it in this format: uniqname@med.umich.edu<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">UMICH Password - Your UMICH password is the password for your University of Michigan account.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Personal Identifiable Information (PII) - Information securely collected by the University of Michigan in order to verify a monitor\u2019s identity. For access to CTMS software systems, this includes name, date of birth, address, email address, and biological sex.<\/span><\/li>\r\n<\/ul>","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"heading","legacy_heading":"Important Notes","legacy_subheading":"","legacy_section_text":"","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area","legacy_heading":"","legacy_subheading":"","legacy_section_text":"<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Please read all emails and complete all required steps promptly.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Delays in responding may delay your U-M login credentials and access to Michigan Medicine software applications.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Account setup requires several steps, some of which are time-sensitive.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Throughout the process, you will receive emails from two separate teams:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">CTMS team (ctms-communications@med.umich.edu) - These informational emails will help guide you through the process and provide helpful instructions.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Michigan Medicine Identity Management Team (IdentityManagementTeam@med.umich.edu) - These automated emails provide information about your identity verification status and U-M login credentials.<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"heading","legacy_heading":"Procedure","legacy_subheading":"","legacy_section_text":"","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area_with_subheading","legacy_heading":"","legacy_subheading":"Step 1: Complete Secure Survey","legacy_section_text":"<span style=\"font-weight: 400\">All external monitors are required to provide information needed to verify their identity before receiving access to eReg at Michigan Medicine. This includes your name, date of birth, address, email address, and biological sex.<\/span>\r\n\r\n<span style=\"font-weight: 400\">Additionally, external monitors must attest to having read the Responsible Use of Information Resources SPG 601.07 policy and provide proof of HIPAA training.\u00a0<\/span>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The CTMS team will send a short, secure survey to collect your personal identifiable information.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">You will complete the survey, attest to reading the Responsible Use of Information Resources SPG 601.07 policy, and provide proof of HIPAA training.\u00a0<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The CTSU account approvers will submit a request for U-M login credentials to the Michigan Medicine Identity Management team.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The Michigan Medicine Identity Management team will send an email containing your U-M login credentials within 1-3 business days.<\/span><\/li>\r\n<\/ol>","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area_with_subheading","legacy_heading":"References","legacy_subheading":"Step 2: Create Your U-M Account","legacy_section_text":"<span style=\"font-weight: 400\">The email from the Michigan Medicine Identity Management team containing your U-M login credentials will include:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Your U-M ID number, also called your UMID<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Your U-M uniqname, which is your University of Michigan username<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">A temporary password, which is your 10-digit phone number (without dashes) and valid for 21 days<\/span><\/li>\r\n<\/ul>\r\n<span style=\"font-weight: 400\">It is important to save this email. You will need this information if you contact the Michigan Medicine Service Desk for assistance.<\/span>\r\n\r\n<span style=\"font-weight: 400\">Follow the instructions in the email to:<\/span>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Set up your U-M account<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Choose a new password<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Enroll in two-factor authentication with Okta Verify<\/span><\/li>\r\n<\/ol>\r\n<span style=\"font-weight: 400\">Two-factor authentication using Okta Verify is required to connect to Michigan Medicine systems, a security step that helps protect your account.<\/span>\r\n\r\n<span style=\"font-weight: 400\">To enroll your mobile device, see <\/span><a href=\"https:\/\/its.umich.edu\/accounts-access\/identity-access-management\/okta\/help\"><span style=\"font-weight: 400\">Okta Help<\/span><\/a><span style=\"font-weight: 400\">. <\/span>","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area_with_subheading","legacy_heading":"","legacy_subheading":"Step 3: Complete Training","legacy_section_text":"<span style=\"font-weight: 400\">There are two required training modules that must be completed before your eReg account can be created:<\/span>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Michigan Medicine Compliance (institutional mandatory)<\/span>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Note: The User Profile is not a requirement; do not complete this questionnaire.<\/span><\/li>\r\n<\/ol>\r\n<\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">eReg for Monitors, Auditors, and Sponsors (eReg-specific training)<\/span><\/li>\r\n<\/ol>\r\n<span style=\"font-weight: 400\">The Michigan Medicine Compliance training:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Is required for anyone who needs access to Michigan Medicine systems, including external monitors who need access to eReg.\u00a0<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Takes about 30 minutes<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Must be retaken annually to retain U-M login credentials and access to eReg<\/span><\/li>\r\n<\/ul>\r\n<span style=\"font-weight: 400\">The course explains key compliance requirements that apply to anyone accessing Michigan Medicine data, including privacy, protected health information (PHI), business ethics, conflicts of interest, financial transactions, the Code of Conduct, and how to report compliance concerns.\u00a0<\/span>\r\n\r\n<span style=\"font-weight: 400\">The eReg for Monitors, Auditors, and Sponsors training is:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Specific to using eReg at Michigan Medicine<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">About 25 minutes in length<\/span><\/li>\r\n<\/ul>\r\n<span style=\"font-weight: 400\">This course will instruct monitors, auditors, and sponsors of clinical trials how to conduct review sessions in eReg, including how to navigate the eReg system, and view or download protocol documentation.<\/span>\r\n\r\n<span style=\"font-weight: 400\">Around the time you receive your U-M login credentials, the CTMS team will send an email with instructions to complete training.<\/span>\r\n\r\n<span style=\"font-weight: 400\">Both modules are completed in Cornerstone, Michigan Medicine\u2019s online learning system.<\/span>\r\n\r\n<span style=\"font-weight: 400\">To log in and complete training, see Cornerstone - Access to Cornerstone: <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=kb_article_view&amp;sysparm_article=KB0020411\"><span style=\"font-weight: 400\">Instructions<\/span><\/a>","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area_with_subheading","legacy_heading":"History and Approval","legacy_subheading":"Step 4: Access Software Application","legacy_section_text":"<span style=\"font-weight: 400\">After Michigan Medicine Compliance training completion is verified, you will be given access to eReg within 2 business days.\u00a0<\/span>\r\n\r\n<span style=\"font-weight: 400\">You will receive an email with further instructions from the CTMS team at that time. eReg users at Michigan Medicine will need to take additional steps to activate their user account.\u00a0<\/span>\r\n\r\n<strong>Activate Your eReg Account<\/strong>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Open the one-time activation email from <\/span><a href=\"mailto:no-reply+umich-ereg@advarracloud.com\"><span style=\"font-weight: 400\">no-reply+umich-ereg@advarracloud.com<\/span><\/a><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Select the \u201cConfirm your account\u201d link.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">A Michigan Medicine Microsoft sign-in page will open.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Confirm that the sign-in field shows <\/span><a href=\"mailto:uniqname@med.umich.edu\"><span style=\"font-weight: 400\">uniqname@med.umich.edu<\/span><\/a>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">If the field is blank, enter <\/span><a href=\"mailto:uniqname@med.umich.edu\"><span style=\"font-weight: 400\">uniqname@med.umich.edu<\/span><\/a><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">If the field shows another account, follow these steps:<\/span>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Select \u201cSign out and sign in with a different account.\u201d<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Enter <\/span><a href=\"mailto:uniqname@med.umich.edu\"><span style=\"font-weight: 400\">uniqname@med.umich.edu<\/span><\/a><\/li>\r\n<\/ol>\r\n<\/li>\r\n<\/ol>\r\n<\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Enter your UMICH password.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Complete two-factor authentication.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">After you sign in successfully, the application will open.<\/span><\/li>\r\n<\/ol>\r\n<span style=\"font-weight: 400\">If you did not receive the activation email, or if you need a new activation email, submit a support ticket through the <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=sc_cat_item&amp;sys_id=4220a0521bdf205089e7c9d2604bcb39\"><span style=\"font-weight: 400\">CTMS Service Catalog<\/span><\/a><span style=\"font-weight: 400\">.<\/span>","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"heading","legacy_heading":"Conduct an eReg Review Session","legacy_subheading":"","legacy_section_text":"<p>Questions on this policy may be directed to the Office of Research (<a href=\"mailto:ummsresearch@umich.edu\">ummsresearch@umich.edu<\/a>)<\/p>\r\n\r\n<p><strong>Last Reviewed Date:&nbsp;<\/strong>September 1, 2024<\/p>\r\n\r\n<p><strong>Approval:<\/strong>&nbsp;Executive Vice Dean for Research<\/p>","legacy_media_position":"","legacy_media_file":"","legacy_media_url":"","legacy_glossary_term":"","legacy_glossary_nids":"","legacy_resource":"","legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area","legacy_heading":"","legacy_subheading":"","legacy_section_text":"<span style=\"font-weight: 400\">Study teams set up review sessions directly in eReg, allowing you secure access to specific protocols via assigned review sessions.<\/span>\r\n\r\n<span style=\"font-weight: 400\">eReg is 21 CFR Part 11 compliant for electronic signatures. When a document has been electronically signed, the signature details appear on the last page of the document. If the document has been configured to have signatures placed in specific locations, such as a consent form, the signature details will appear alongside the signature.<\/span>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area_with_subheading","legacy_heading":"Deactivating Your Access &amp; Account","legacy_subheading":"Find and Access Your Assigned Review Sessions","legacy_section_text":"<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Log in to <\/span><a href=\"https:\/\/umich-ereg-prod.advarra.app\/forte-platform-web\/login\"><span style=\"font-weight: 400\">eReg<\/span><\/a><span style=\"font-weight: 400\">.\u00a0<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Navigate to Menu \/ Review Sessions.<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Optional: Select the star icon to add Review Sessions to your Favorites Bar.<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Review your assigned sessions. Each session includes a Start Date and Stop Date.<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Access begins at 12:00 am on the Start Date<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Access ends at 12:00 am on the Stop Date<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Select a review session to view the protocol information.<\/span><\/li>\r\n<\/ul>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area_with_subheading","legacy_heading":"","legacy_subheading":"Review Session Navigation","legacy_section_text":"<span style=\"font-weight: 400\">On the Summary page, you can:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Scroll through the page to review session details, protocol sections, and documents<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Use the left-side navigation menu to move directly to a specific section<\/span><\/li>\r\n<\/ul>\r\n<span style=\"font-weight: 400\">Some sections include additional documents or details.<\/span>\r\n\r\n<strong>Organizations\u00a0<\/strong>\r\n\r\n<span style=\"font-weight: 400\">Select an organization name to view the regulatory tracking items and related documents. If multiple versions are available, each version appears in a separate row.<\/span>\r\n\r\n<strong>Staff<\/strong>\r\n\r\n<span style=\"font-weight: 400\">Select a staff name to view the staff member\u2019s staff role, credential documents, and signature status. If multiple versions are available, each version appears in a separate row.<\/span>\r\n\r\n<strong>Subjects<\/strong>\r\n\r\n<span style=\"font-weight: 400\">Select a subject number to view subject information, source documents, and signed consent forms.<\/span>\r\n\r\n<strong>Participating Sites<\/strong>\r\n\r\n<span style=\"font-weight: 400\">For multi-site protocols, select Participating Sites to view the sites included in the review session. Select a site name to view site information and related documents.<\/span>\r\n\r\n<strong>Documents<\/strong>\r\n\r\n<span style=\"font-weight: 400\">To open a document, select the file name hyperlink or the corresponding document icon.<\/span>\r\n<table style=\"border-collapse: collapse;width: 100%\">\r\n<tbody>\r\n<tr>\r\n<td style=\"width: 13.7204%\">Action<\/td>\r\n<td style=\"width: 86.2796%\">Description<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"width: 13.7204%\"><img class=\"wp-image-2044 aligncenter\" src=\"https:\/\/az.research.umich.edu\/medschool\/wp-content\/uploads\/sites\/3\/2026\/08\/ctms-download-document-icon.jpg\" alt=\"\" width=\"75\" height=\"88\" \/><\/td>\r\n<td style=\"width: 86.2796%\"><span style=\"font-weight: 400\">Downloads the document. Opens in a new browser tab.<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"width: 13.7204%\"><img class=\"wp-image-2043 aligncenter\" src=\"https:\/\/az.research.umich.edu\/medschool\/wp-content\/uploads\/sites\/3\/2026\/08\/ctms-open-document-icon.jpg\" alt=\"\" width=\"74\" height=\"67\" \/><\/td>\r\n<td style=\"width: 86.2796%\"><span style=\"font-weight: 400\">Opens related documents in a new browser tab.<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"width: 13.7204%\"><img class=\"wp-image-2042 aligncenter\" src=\"https:\/\/az.research.umich.edu\/medschool\/wp-content\/uploads\/sites\/3\/2026\/08\/ctms-view-only-icon.jpg\" alt=\"\" width=\"75\" height=\"55\" \/><\/td>\r\n<td style=\"width: 86.2796%\"><span style=\"font-weight: 400\">Opens view-only documents in a PDF viewer.<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"width: 13.7204%\"><img class=\"wp-image-2041 aligncenter\" src=\"https:\/\/az.research.umich.edu\/medschool\/wp-content\/uploads\/sites\/3\/2026\/08\/ctms-external-website-icon.jpg\" alt=\"\" width=\"75\" height=\"79\" \/><\/td>\r\n<td style=\"width: 86.2796%\"><span style=\"font-weight: 400\">Opens an external website or resource.<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"width: 13.7204%\"><img class=\"wp-image-2047 aligncenter\" src=\"https:\/\/az.research.umich.edu\/medschool\/wp-content\/uploads\/sites\/3\/2026\/08\/ctms-signature-icon.jpg\" alt=\"\" width=\"75\" height=\"75\" \/><\/td>\r\n<td style=\"width: 86.2796%\"><span style=\"font-weight: 400\">Opens the signature details page in a new browser tab.<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"width: 13.7204%\"><img class=\"wp-image-2046 aligncenter\" src=\"https:\/\/az.research.umich.edu\/medschool\/wp-content\/uploads\/sites\/3\/2026\/08\/ctms-consent-icon.jpg\" alt=\"\" width=\"75\" height=\"76\" \/><\/td>\r\n<td style=\"width: 86.2796%\"><span style=\"font-weight: 400\">Opens the consent form signature in a PDF viewer.<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"width: 13.7204%\"><img class=\"wp-image-2045 aligncenter\" src=\"https:\/\/az.research.umich.edu\/medschool\/wp-content\/uploads\/sites\/3\/2026\/08\/ctms-comments-icon.jpg\" alt=\"\" width=\"75\" height=\"70\" \/><\/td>\r\n<td style=\"width: 86.2796%\"><span style=\"font-weight: 400\">Opens comments associated with the document.<\/span><\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area_with_subheading","legacy_heading":"Support Options","legacy_subheading":"Download All Documents","legacy_section_text":"<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Open the review session.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">In the upper-right corner of the page, select Action \/ Download Documents.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">In the Choose Sections for Export window, select the sections you want to download.<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">SOPs and Subjects are not available for download.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The approximate total export size appears at the bottom of the window<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">If the total exceeds 500 mb, an error message appears.<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Select Download Documents to download the zipped file.<\/span><\/li>\r\n<\/ol>\r\n<strong>Download Notes<\/strong>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Only one download task can run at a time.\u00a0<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Additional download requests are placed in the Queued Tasks window with a status of Submitted.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The top-level folder is named after the protocol.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Subfolders are named after the sections that contain documents.\u00a0<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Sections with no documents are not included in the zipped file.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Documents are saved using their file names, not their document names.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Downloaded documents include signature information when available.<\/span><\/li>\r\n<\/ul>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"heading","legacy_heading":"Maintaining Your Access &amp; Account","legacy_subheading":"","legacy_section_text":"<strong>Michigan Medicine Service Desk<\/strong>\r\n\r\n<span style=\"font-weight: 400\">The Michigan Medicine Service Desk is available 24 hours a day, 7 days a week by calling 734-936-8000, option 3.<\/span>\r\n\r\n<span style=\"font-weight: 400\">Before calling, have the following information ready:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Your U-M ID number<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Your U-M uniqname<\/span><\/li>\r\n<\/ul>\r\n<span style=\"font-weight: 400\">The Michigan Medicine Service Desk can help with:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">U-M account set-up<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Two-factor enrollment and authentication<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Connecting to Windows Virtual Desktop<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Cornerstone, Michigan Medicine\u2019s online learning system<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Password resets<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Reset Your Own UMICH Password: <\/span><a href=\"https:\/\/lvl2.med.umich.edu\/pwmfpv2\/public\/ForgottenPassword\"><span style=\"font-weight: 400\">Account Self Service<\/span><\/a><span style=\"font-weight: 400\"> (requires U-M uniqname)<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<strong>CTMS Team<\/strong>\r\n\r\n<span style=\"font-weight: 400\">The CTMS team is available during regular business hours, Monday through Friday. Submit a ticket directly to the team using the <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=sc_cat_item&amp;sys_id=4220a0521bdf205089e7c9d2604bcb39\"><span style=\"font-weight: 400\">CTMS Service Catalog<\/span><\/a><span style=\"font-weight: 400\">.<\/span>\r\n\r\n<span style=\"font-weight: 400\">The CTMS Team can help with:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">General questions<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">1Kosmos initial login credentials<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">1Kosmos denied verifications and exception requests<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Software application access &amp; support<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Activation emails for Advarra applications<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Account deactivations<\/span><\/li>\r\n<\/ul>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area","legacy_heading":"Resources &amp; Links","legacy_subheading":"","legacy_section_text":"<span style=\"font-weight: 400\">To maintain your U-M credentials and access to eReg, the following must be done on an annual basis:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The department sponsoring your account will verify your continuing need for U-M credentials. Verification methods include:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Recent participation in a meeting or review session<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Recent email correspondence showing company email address<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Verification by employer or manager<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">You will complete the annual Michigan Medicine Compliance training<\/span><\/li>\r\n<\/ul>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"heading","legacy_heading":"Deactivating Your Access &amp; Account","legacy_subheading":"","legacy_section_text":"<span style=\"font-weight: 400\">Responsible Use of Information Resources SPG 601.07: <\/span><a href=\"https:\/\/spg.umich.edu\/policy\/601.07\"><span style=\"font-weight: 400\">Policy<\/span><\/a>\r\n<span style=\"font-weight: 400\">Michigan Medicine Identity Proofing Process: <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=kb_article_view&amp;sysparm_article=KB0031828\"><span style=\"font-weight: 400\">Instructions<\/span><\/a>\r\n<span style=\"font-weight: 400\">Windows Virtual Desktop - Web Client Access: <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=kb_article_view&amp;sysparm_article=KB0011382\"><span style=\"font-weight: 400\">Instructions<\/span><\/a>\r\n<span style=\"font-weight: 400\">Cornerstone - Access to Cornerstone: <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=kb_article_view&amp;sysparm_article=KB0020411\"><span style=\"font-weight: 400\">Instructions<\/span><\/a>\r\n<span style=\"font-weight: 400\">Reset UMICH Password: <\/span><a href=\"https:\/\/lvl2.med.umich.edu\/pwmfpv2\/public\/ForgottenPassword\"><span style=\"font-weight: 400\">Account Self Service<\/span><\/a><span style=\"font-weight: 400\"> (requires U-M uniqname)<\/span>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area","legacy_heading":"","legacy_subheading":"","legacy_section_text":"<span style=\"font-weight: 400\">Notify the study team immediately if you no longer need your U-M credentials or access to eReg. They will submit a deactivation request on your behalf.<\/span>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"heading","legacy_heading":"Support Options","legacy_subheading":"","legacy_section_text":"","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area","legacy_heading":"","legacy_subheading":"","legacy_section_text":"<strong>Michigan Medicine Service Desk<\/strong>\r\n\r\n<span style=\"font-weight: 400\">The Michigan Medicine Service Desk is available 24 hours a day, 7 days a week by calling 734-936-8000, option 3.<\/span>\r\n\r\n<span style=\"font-weight: 400\">Before calling, have the following information ready:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Your U-M ID number<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Your U-M uniqname<\/span><\/li>\r\n<\/ul>\r\n<span style=\"font-weight: 400\">The Michigan Medicine Service Desk can help with:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">U-M account set-up<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Two-factor enrollment and authentication<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Connecting to Windows Virtual Desktop<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Cornerstone, Michigan Medicine\u2019s online learning system<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Password resets<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Reset Your Own UMICH Password: <\/span><a href=\"https:\/\/lvl2.med.umich.edu\/pwmfpv2\/public\/ForgottenPassword\"><span style=\"font-weight: 400\">Account Self Service<\/span><\/a><span style=\"font-weight: 400\"> (requires U-M uniqname)<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<strong>CTMS Team<\/strong>\r\n\r\n<span style=\"font-weight: 400\">The CTMS team is available during regular business hours, Monday through Friday. Submit a ticket directly to the team using the <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=sc_cat_item&amp;sys_id=4220a0521bdf205089e7c9d2604bcb39\"><span style=\"font-weight: 400\">CTMS Service Catalog<\/span><\/a><span style=\"font-weight: 400\">.<\/span>\r\n\r\n<span style=\"font-weight: 400\">The CTMS Team can help with:<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">General questions<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">1Kosmos initial login credentials<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">1Kosmos denied verifications and exception requests<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Software application access &amp; support<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Activation emails for Advarra applications<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Account deactivations<\/span><\/li>\r\n<\/ul>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"heading","legacy_heading":"Resources &amp; Links","legacy_subheading":"","legacy_section_text":"","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null},{"legacy_section_type":"text_area","legacy_heading":"","legacy_subheading":"","legacy_section_text":"<span style=\"font-weight: 400\">Responsible Use of Information Resources SPG 601.07: <\/span><a href=\"https:\/\/spg.umich.edu\/policy\/601.07\"><span style=\"font-weight: 400\">Policy<\/span><\/a>\r\n<span style=\"font-weight: 400\">Cornerstone - Access to Cornerstone: <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=kb_article_view&amp;sysparm_article=KB0020411\"><span style=\"font-weight: 400\">Instructions<\/span><\/a>\r\n<span style=\"font-weight: 400\">Reset UMICH Password: <\/span><a href=\"https:\/\/lvl2.med.umich.edu\/pwmfpv2\/public\/ForgottenPassword\"><span style=\"font-weight: 400\">Account Self Service<\/span><\/a><span style=\"font-weight: 400\"> (requires U-M uniqname)<\/span>","legacy_media_position":false,"legacy_media_file":null,"legacy_media_url":"","legacy_glossary_term":null,"legacy_glossary_nids":"","legacy_resource":null,"legacy_resource_nids":"","legacy_buttons":null}],"update_notice_type":[],"update_notice_start":"2023-02-27 13:00:00","update_notice_end":"2023-02-27 13:00:00","update_notice_text_blocks":null,"global_contact_block":false,"contact_name":"","contact_email":"","contact_additional_info":"<span style=\"font-size: inherit\"><strong>Michigan Medicine Service Desk<\/strong>\r\nThe Michigan Medicine Service Desk is available 24 hours a day, 7 days a week by calling 734-936-8000, option 3.\r\n<\/span>\r\n\r\n<span style=\"font-weight: 400\"><strong>CTMS Team<\/strong>\r\nAvailable during regular business hours, Monday through Friday. Submit a ticket directly to the team using the <\/span><a href=\"https:\/\/michmed.service-now.com\/sp?id=sc_cat_item&amp;sys_id=4220a0521bdf205089e7c9d2604bcb39\"><span style=\"font-weight: 400\">CTMS Service Catalog<\/span><\/a><span style=\"font-weight: 400\">.\r\n<\/span><span style=\"font-size: inherit\">\r\nEdited by: <\/span><a style=\"font-size: inherit\" href=\"mailto:dagi@umich.edu\">dagi@umich.edu<\/a>\r\n\r\nLast updated: August 17, 2026 4:53 PM","global_contact_block_select":null},"permalink_manager":null,"_links":{"self":[{"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/document\/2037","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/document"}],"about":[{"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/types\/document"}],"version-history":[{"count":2,"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/document\/2037\/revisions"}],"predecessor-version":[{"id":2049,"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/document\/2037\/revisions\/2049"}],"wp:attachment":[{"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/media?parent=2037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/categories?post=2037"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/tags?post=2037"},{"taxonomy":"content-type","embeddable":true,"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/content-type?post=2037"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/topic?post=2037"},{"taxonomy":"update-type","embeddable":true,"href":"https:\/\/az.research.umich.edu\/medschool\/wp-json\/wp\/v2\/update-type?post=2037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}