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Here are the Study Setup Steps.

Click on the first step to go through the entire workflow.

You can also click on a particular step that interests you.

  1. 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

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