This is a checklist to reference as you progress through a study build. The order listed below is not a requirement, but is suggested for optimizing efficiency. 


Helpful Hint: When you complete step 1, the system automatically performs the next 15 steps for youBut because every study is different, you will likely want to review each step below to customize your study per requirements.


Creating Study Workflow:

  1. Define a new study
  2. Customize the study theme (not required)
  3. Basic study settings. Just the basics for now: functionality and audit settings. The remainder of the study settings will be set up later.
  4. Build the forms. This includes all forms, regardless of where in the study they will be used. Don't worry just yet about building all your edit checks and getting every field perfect. All you need is a form title and a date field to start!
  5. Define which form is the subject "Registration" form. See item #9 here.
  6. Define Log Forms. Of the forms built in step 4, define which ones can be collected at any point in time. Common examples: Protocol Deviations, Concomitant Medications, Adverse Events.
  7. Set up scheduled visits
  8. Define any Unscheduled Visits
  9. Refine the forms. This includes populating your forms with all needed fields, and setting up your conditional actions.
  10. Setup patient reporting (ePRO) (if needed for the study)
  11. Test the forms. As you make changes to your forms and edit checks, navigate to the Subject Manager to test them out. Also use the mobile app to test out your forms on smaller screens.
  12. Auto-Validate your forms (not required)
  13. Roles and permissions
  14. Workflow
  15. Query Settings
  16. Set up Randomization (if applicable)
  17. Set up Inventory Management (if applicable)
  18. Set up Medical Auto-Coding (if applicable)
  19. Set up Lab Ranges (if applicable)
  20. Test your study!
  21. Build site and study forms (not required)
  22. Add sites
  23. Add users
  24. Assign users to roles and sites
  25. Move the study live


Once the study is underway, changes may be needed: Making mid-study changes