Summary

Configuring system settings and devices; and managing users.

Roles

Recommended

• System Administrator

• Study Coordinator

• Study Designer

Optional

• Data Manager

• Volunteer Recruiter

Pre-course activities

Review the following:

Users and Roles

• User Management

• Roles and Role Actions

• Password Resets

• Restricting User Access

• Configuring SSO

• Administration > General Settings

• Site Setup

Communication

• Configuring SendGrid

• Configuring Twilio

Equipment

• Computing Devices

• Barcode Scanners

• Label Printers

Clinic Setup

• Reception

  • Screening

  • Study Floor

  • Safety Lab

Label Printing

• Using Zebra Design Software

  • Merge Tags

  • Example Label Specification

  • Example Label Design

  • Uploading Label Templates to ClinSpark

Other

• ClinSpark Community

Classroom

Optional online or in-person session.

Post-course homework

Practice the following tasks:

• Create Roles

• Create Users

• Configure Sendgrid and Twilio (with help from FH)

• Take inventory of equipment and clinic setup