1. Study Creation Guide: Required Fields and Setup Steps (admin only)

To create a new study in follow these steps:

Step 1: Log In and Navigate

• Log in to your Your Research account.
• Go to the Network Overview section.
• If you have the necessary permissions, you will see a “Create” button in the Studies widget.

Step 2: Fill in the Required Fields

Mandatory Fields

• Study Code
  A unique identifier for the study.  

  • Must be unique (cannot be reused).  
  • Only letters, numbers, and dashes (-) are allowed.  
  • Special characters are not permitted.

• Study Name
  Enter the full name of the study.

• Group Type
  ⚠️ Important: If this is not set to “Study”, the study will not be created correctly.

• Management Type
  Select “Participant”.
  ⚠️ Important: If this is not set to “Participant”, the study will not be created correctly.
  

Optional Fields

• Study Email Address
  If available, enter the study’s email address.  

  • Emails sent on behalf of the study will be sent from this address.

• Description
  Provide a brief description of the study.

• Completion Date
  Expected completion date of the study.

• Expiration Date
  Optional expiration date.

• Phase
  Choose the phase of the trial.
  

• Study Status
  Choose from:
  Active, Archived, Close Out, Maintenance, On-hold, Passive, Recruiting, Start Up, WO Signed.

• Sponsor
  Select a sponsor from the list.  

  • If the sponsor is not listed, add it as an organization to the database.  
  • See the related article for instructions to add a sponsor organization to the database if the sponsor does not appear in the list.

• Countries
  Indicate the countries where the study is active.  

  • If a country is missing, add it to the database.  
  • See the related article for instructions to add a country to the database if the country does not appear in the list.

• Copy Permission from Group
  Optional. Leave blank. If used, select Group 1.
  
  

Step 3: Finalize

• After completing all required and optional fields, select the appropriate Program.
• Click “Save” to create the study.
• The account that creates the study, will be added as the Admin of the study and can assign other staff members to the study.

Important Note

After saving, the study will become available within 10 minutes.
⚠️ If you try to open the study immediately after creation, you may encounter an error message. Please wait a minute before accessing it.

Step 4: Add visit schedule

1. Open the study by clicking on 
2. Start uploading the visit schedule. Please follow the instructions in this article.