Summary

Creating, configuring, and designing a study for data collection and reporting.

Roles

Recommended

• Study Designer

Optional

• Study Coordinator

• Data Manager

Pre-course activities

Watch the following orientation video and explore the study setup chart:

Study Setup Workflow

Click the task links in the 'Order of Operations' chart to learn more about a given step in the study setup workflow.

Classroom

Optional in-person or remote instructor led training.

Post-course homework

Practice the following:

• Add and configure a study

• Create Cohorts

• Create CRF Design > Study Library components

  • Study Events

  • Code Lists

  • Measurement Units

  • Safety Lab Panels

  • Sample Processing Paths

  • Forms with Item Groups and Items

  • Metadata Base Forms

• Import forms from volunteer integration

• Import forms from another study/library 

• Assemble an untimed activity plan

• Assemble a timed activity plan

• Map eligibility criteria

• Configure medical coding

• Upload an ICF

• Establish data reviewers

• Make the study active