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Getting Started with Study Setup in Your Research
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1. Study Creation Guide: Required Fields and Setup Steps (admin only)
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2. Visit Schedule Configuration: Reference Date-Based Import Guide
General information (6)
Information about account activation, login and assign to study
Homecare workflow (4)
Workflow for Projectmanagement, Coordination, HR and Equipment management
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A. Initiating Site Outreach: Assigning Organizations to Studies
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B: Site Engagement Workflow: Outreach, Response Tracking, and Next Steps
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C: Site Engagement Continuation: Training Task Outcomes and Next Steps
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A: Nurse Identification Process After Participant Assignment
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B: Nurse Selection and Assignment Workflow After Identification
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C: Assigning a Nurse to a Study: Steps and Follow-Up Tasks