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Here are the Study Setup Steps.

Click on the first Study Setup Activity to go through the entire workflow.

You can also click on a particular step that interests you or sort the items by Study Setup Activity Group to learn more about a particular part of Study Setup.

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Study Setup Activity Group

Study Setup Activity

Study Configuration →

Add and Configure a Study

2.

Study Configuration →

Configure Recruitment

3.

Study Configuration →

Add Recruitment Questionnaire

4.

Study Configuration →

Create Cohorts

5.

Trial Design →

Create Safety Lab Panels

6.

Trial Design →

Create Sample Processing Paths

7.

Trial Design →

Create Study Events

8.

Trial Design →

Create and Lock Unique Forms

9.

Trial Design →

Create Code Lists

10.

Trial Design →

Create Measurement Units

11.

Trial Design →

Create Methods and Edit Checks

12.

Trial Design →

Add Metadata Base Forms

13.

Trial Design Review →

Unique Form Review

14.

Approvals →

Safety Lab Panel Approval

15.

Approvals →

Sample Processing Paths Approval

16.

Trial Design →

Assemble Activity Plans

17.

Trial Design Review →

Activity Plan Review

18.

Approvals →

Activity Plans Approval

19.

Trial Design →

Map Eligibility Criteria

20.

Trial Design Review →

Eligibility Mapping Review

21.

Approvals →

Eligibility Mapping Approval

22.

Study Configuration →

Upload ICF Template

23.

Approvals →

ICF Approval

24.

Trial Design →

Configure Medical Coding

25.

Study Configuration →

Establish Data Reviewers

26.

Study Configuration →

Make Study Active


Deep Dive

🤿

Form Design

Base Forms

Cohort Settings

Study Build Review

Methods and Edit Checks

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