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To start with, watch this video that provides an overview of the Study Setup process. Then scroll down for more details.

https://vimeo.com/415583213/361cb73f53

And now let us explore each Study Setup Activity in more detail. 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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