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CRA

CRA Assistant

Private personal work companion

Today Sites Visits Actions Ask CRA

Resources

Learning Practice

Public education edition | Version 2.4.0

For Clinical Research Associates Worldwide

Product use

Terms of Use

These plain-language terms describe appropriate use of CRA Assistant.

Personal work companion

CRA Assistant is a personal CRA work companion for remembering, prioritizing, preparing, and following up across sites. It is not a sponsor system of record, CTMS, eTMF, monitoring report, findings tracker, CAPA or deviation workflow, reimbursement system, or clinical decision tool.

Use aliases and personal reminders

Do not enter patient or subject identifiers, PHI/PII, sponsor source documents, formal monitoring records, findings, deviations, CAPAs, credentials, or other content that belongs in an employer or sponsor system. Use the appropriate approved system for official records.

Browser-local workspace

Your workspace is stored in this browser profile on this device. It does not automatically sync to another browser or device. Anyone using the same browser profile may be able to see it, and private or incognito browsing may discard it when the session closes. If you explicitly use Organize with AI, only the current site's Working Notes and Study/Site aliases are sent to the configured OpenAI service; the rest of the workspace is not sent. Requests use store: false for response application-state storage, but OpenAI processing and abuse-monitoring retention may still apply under the configured account/project data controls.

Backups and data loss

Backups are manual local files. Protect downloaded backup files from unauthorized access. Clearing this workspace or browser/site data can permanently remove it unless you previously downloaded a valid backup.

Your responsibilities

You are responsible for protecting access to your browser profile, device, and local backup files; checking information before relying on it; and following applicable employer, sponsor, protocol, and professional requirements.

Privacy and support

Review the Privacy page for the workspace data boundary. For technical help, use the Support guidance and share only sanitized details.

No compliance certification

These terms are product-use guidance, not legal advice or a regulatory certification. CRA Assistant does not replace approved procedures, official systems, or qualified professional review.

Educational reference material. Verify current requirements and sponsor procedures before use.

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