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Knowledge base
General
Getting Started FAQs
8
Signing Up For TrialKit
Where To Start?
The Basics - Data Entry and Queries
Why do I not see my study when I login?
How Do I Create A Study?
View all 8
User Guides
1
Site Users
Version Release Notes
39
Android v3.5 - December 6, 2020
iOS v8.7 - December 6, 2020
Web v5.4 - Nov 21, 2020
Web v5.3 - October 24, 2020
Android v3.4 - October 24, 2020
View all 39
Other Links
6
Overview to Building a Study - Progress
User Preferences
Locking Your Workstation
Signing Out
Renew Session Timer
View all 6
Data, User Privacy and Terms of Use
3
European Court of Justice’s Decision and Impact to the EU-US Privacy Shield Framework
Privacy and GDPR
Compliance, Data Storage, and Security
Site Users
Site Coordinator/End User FAQs
11
Where Do I Start?
How do I log in to the Android or IOS Application?
What if I get an error using the Android or IOS device application(s)?
Forgot Password
What if I have protocol question on study?
View all 11
Enrolling & Record Entry
7
Enrolling Subjects
Entering Records
Patient Handoff Mode
Bundled Handoff Mode
Moving A Subject To A Different Cohort
View all 7
Navigating Subject Records
10
Subject Manager
Subject Records
Scheduled Visits
Unscheduled Visits
Log Forms
View all 10
Queries
3
Query Types and Overview
Posting Messages to Queries
Managing Your Queries
Helpful Reports
4
My Queries Report
Action Item Report
Dashboard Report
Record Status Report
Inventory Management
1
Managing Site Inventory
Patient Reporting (ePRO) and Patient Messaging
4
Providing Patients with ePRO Login Credentials
Can ePRO subjects enter their data on a web browser?
What Mobile Devices do you support for ePRO?
Manual Patient Notifications
Monitoring and Record Review
Monitoring and Record Review
6
Record/CRF Reviewing Overview
Accessing Records Ready for Review
Reviewing a CRF
Field Lock Report
Monitor Report
View all 6
Risk Based Monitoring
8
Overview
Implementation – Two Methods
Defining Risk Based Monitoring Rules
Grant Rights to Configure RBM
Setup a Field Level Source Verification Study/CRF
View all 8
Medical Coding With TrialKit Coder
Setting Up Medical Coding (For studies running in TrialKit)
1
Setting Up a Study For Medical Coding
TrialKit Coder Website
4
TrialKit Coder Overview
Setting Up Coding Projects
Coding In TrialKit Coder For the Web
Medical Coding Algorithm
Data Managers
Data Management FAQ's
3
Can I extract all versions of my Case Report Forms (CRF's) in one Extract (SAS XML, Excel ETC)?
Why can't one of my user roles extract (export) all data even if they have the permission to export?
What is the difference between Study Archival and Form Freeze?
Built-In Reports
14
My Queries Report
Action Items Report
Dashboard Report
Record Status Report
Study Progress Report
View all 14
Custom Reporting
6
J-Review
Report Builder
Graphical Chart Building
PDF Upload
Database Merge Reports
View all 6
Adjudication
6
Overview
Adjudication Roles
Configuring Forms for Adjudication
Adjudicating Forms In Your Study
Assigning Adjudication
View all 6
Query Management
3
Query Overview
Creating Manual Queries
Closing Queries
Adding and Managing Users
1
Adding and Managing Users
File and Document Management
4
Site Documents
File Management
Study Forms
File Repository Manager (Old Study Document Manager)
Product Tracking, Inventory Control, IWRS, RTSM
6
Inventory Management Overview
Defining Inventories and CRF Attributes
Importing, Configuring, and Overseeing Inventory
Accessing and Managing Existing Inventories
Inventory Roles and Permissions
View all 6
Data Extraction
3
Extract Study Data By Form
Extract All Study Data
Form Status (Record Status) and Record Type Definitions
Manage Mobile Devices
2
Manage User Mobile Devices
Manage ePRO Devices
Send ePRO Notifications
1
Send ePRO Notifications
Data Manager Tools
2
Re-Run Edit Checks for a New Version of Live Study
Data Import
Payment Tracking
3
Payment Tracking Overview
Configuring Payments
Managing Payments
Risk Based Monitoring Rules
3
Risk-Based Monitoring Overview
Enable Risk-Based Monitoring Function
Defining RBM
Regulatory Audit Reports
2
Subject Audit Report
Role Rights Audit Report
Study Builders
Study Building Guide
2
Study Building Guide
Process for Moving a Study Live
Methods of Data Collection
1
Collecting Data Not Directly Related to a Subject/Patient
Customizing the Logo/Theme and Page Content
3
Site Theme/Appearance Customization Overview
How to Customize the Site Theme
Build Web Page
Study Builder FAQs
18
Can I bulk import a list of choices to a Choice Type field?
How do I populate and hide visit/Transaction Date to users on the data entry screen?
Is there a built-in version control system?
How do I remove all versions BUT keep the latest versioned forms in a new study build?
How come I added a site or sites and I cannot toggle to them in data entry mode?
View all 18
Customizing the Study Theme
1
Customizing the Study Theme and Page Content
Randomization and ID Allocations
8
Randomization Overview
Defining a Randomization
Setting up a Randomization Scheme
Randomization - Confirmation Email Distribution List
Define User Permissions for Randomization
View all 8
Study Versioning (Mid-Study Changes)
3
Study Versioning
Version Manager
Migrating Subjects To a New Study Version
Importing Data
7
Data Import Overview
Preparing Imports - Form Building
Preparing the Import Source File
Create Import Configuration
Mapping a Configuration
View all 7
Automated Health and Activity Data Collection
1
Health and Activity Data Overview
Study Builders || Building Forms
Form Building Overview and Guide
6
Common Form Building FAQs
Form Builder Overview
Form Building Guide
Conditional Action/Field Triggers Building Guide
Field Triggers
View all 6
Form Types
2
Website Host Level Form Types
Study Level Form Types
Form Properties
4
Design Tools - Toolbox
Data Field Types
Form Properties
Defining Log Forms
Field Types and Properties
18
Field Labels
Date and Time
Normalized Tables
Text Fields
Barcode Scanning
View all 18
Form Logic & Edit Checks
14
Conditional Actions Overview
Building Conditions
Advanced Edit Checks (Operators, Time Calculations, Computed Field Functions and Hiding Form/Intervals)
Disable Fields
Hide or Hidden Fields
View all 14
Copying, Moving & Reusing Forms
4
Form Libraries
Importing & Exporting Forms
Moving Fields to Another Tab on Form
Replicate Form
Other Form Builder Tools
13
Form Editing Tools
Data Dictionaries
Annotated Forms
Previewing Forms
Auto-Validating Forms
View all 13
Making Mid-Study Changes
1
Making Form Changes
Labs and Lab Ranges
6
Labs Overview
Creating Lab Forms
Enabling Study For Lab Ranges
Mapping Lab Ranges
Matching Lab Sites With Study Sites
View all 6
Study Builders || Study Settings
Functionality Options
2
Study Configuration Overview
Functionality Overview
Role Security
2
Role Security (User Permissions)
Blind Form Fields by Role
Role Permissions Guide
2
Study Role Permissions Guide
Role Permissions Template
Sites and Users
1
Adding Sites and Users to a Study
Record Review Workflow
2
Setting up Study Workflow and Form Definitions
Configuring Study for Partial Monitoring
Metrics
1
Metrics
Query Settings
1
Query Settings
Audit Settings
6
Study Audit Settings
Audit Changes to Subject CRF Data
Require Reason for Any Change to Subject CRF Data
Use Coded Instead of Free Text field for Reason
Allow First Reason to be Inserted to All Other Reasons
View all 6
Study Versioning
6
Study Versioning Overview
Adding a Study Version
Publishing a Study Version
Viewing Study Version Changes
Deleting a Study Version
View all 6
Double Data Entry
3
Double Data Entry - Introduction
Configuring Double Data Entry
Using Double Data Entry
Hooks and Integrations
1
Integrations and Web Service Hooks
Study Status Settings
2
Changing the Study Status
Resetting the Study Status
Removing All Data
1
Clearing (Deleting) All Study Data
Study Builders || Subject Visits
Scheduled Visits
3
Scheduled Visits Overview
Setting Up the Scheduled Visits and Visit Cohorts
Cohorts Defined and Setting Up Multiple Visit Schedules
Unscheduled Visits
1
Setting Up Unscheduled Events
Form Sequence
1
Setting the Order of Forms In a Visit Schedule
Interval Date Entry (IDE)
2
Configuring Interval Date Entry
Using Interval Date Entry
Study Builders || ePRO - Patient Reporting
Configuring Study for Patient Reporting (ePRO)
3
Setting Up A Study With ePRO
ePRO Email and In-App Notifications
Setting Up Patient Consent
How to Provide Patients ePRO functionality
3
Providing Patients With Login Credentials
What Mobile Devices do you support for patient reporting (ePRO)
Patient Single Form or Bundled Forms Handoff Mode
eDiary Configuration
1
How to Configure eDiary Functionality
ePro Building FAQ's
4
Why can I see the ePRO patient's email address I am typing?
When subject withdraws, does subject continue to have access to ePRO forms?
Why can't subject level user see the form on their device? I set up the form correctly.
How Do I Send Surveys to Patients?
Account Management
Account Manager
5
Creating/Updating Account Profile
Updating Payment Information
Change Password
Version Information
Contact Us
Account Roles and Permissions
4
Host Level Roles and Rights
Role Manager
Rights Manager
Grant Rights to all Forms for all Users
Account FAQs
4
How Do I Change My Subscription/Invoicing?
How To Close A Study
How do I change the name of my website host?
How does study licensing work?
Account Management || Studies, Users and Sites
Creating and Copying Studies
5
Creating Administrative/Validation Copies of Live Studies in your host
Making Copies of Studies
What Gets Copied When Creating New Studies
Re-Using Multi-Versioned Studies
Host Copy Study
Users
6
User Overview
Adding Users to the Account
User Management
Site/User Audit Report
User Management FAQ
View all 6
Sites
2
Site Overview
Adding Sites to the Account
Host Level Role Security
1
Host/Account Level Role Security
Certification Self Training
Steps to become Certified
1
Steps to Become Certified
TrialKit Certification Training Wizard
3
Training Plan Wizard
ePro and eConsent Training
Study Building Guide
Medical Coding Self Training Wizard
1
Medical Coding
Quality Metric Interfaces
SF-12 Interface
1
Quality Metric
TrialKit For Patients
Logging In
1
How To Sign In
TrialKit Mobile App
2
How to sign in as a Subject on the TrialKit App
Completing Forms On the TrialKit App
Patient Website Portal
1
ePRO Subject or Patient Web Site Log In
ePRO Training Wizard
Training Agenda
1
Agenda
ePRO Set up
3
Installing the TrialKit Application on Mobile Device
ePRO Set Up
What devices does TrialKit Support?
Subject Workflow
5
Providing Patients with ePRO Login Credentials
Subject View
Completing Forms On the TrialKit App
Manual Patient Notifications
Subject Portal Via Web Browser
Building ePRO Forms to Use in Study
2
Form Builder Overview
Building New ePRO Forms
Community forums
Showing recent updates
Start a new topic
Crucial Data Solutions Forums
Announcements
8
Upcoming Version 5.0 Changes to Be Aware of
Posted by
Cody Wilke
,
about 2 years ago
Last Reply
by Cody Wilke
about 2 years ago
Server Maintenance tonight starting Midnight CST Dec 28th to Midnight Dec 29th.
Posted by
Paul Fadden
,
over 2 years ago
Last Reply
by Paul Fadden
over 2 years ago
Misconceptions about Bring Your Own Device (BYOD) Technology in Clinical Trials
Posted by
Carley Nolan
,
about 3 years ago
Last Reply
by Carley Nolan
about 3 years ago
See all 8 topics
Discussion and Question Forum
5
Conditional Action and Parent Form
Posted by
Jerry Stinar
,
almost 4 years ago
Last Reply
by Paul Fadden
about 3 years ago
Clinical Studio Validation
Posted by
Cody Wilke
,
almost 6 years ago
Last Reply
by Cody Wilke
almost 6 years ago
Form Building tools for Android
Posted by
Patrick
,
over 2 years ago
Last Reply
by Paul Fadden
over 2 years ago
See all 5 topics
Feature Requests
0
Report a problem
1
Error Message on Query Report pages
Posted by
Marie Bifolck
,
almost 2 years ago
Last Reply
by Marie Bifolck
almost 2 years ago