Getting Started with Study Setup in Your Research

Setting up a study in Your Research involves a few key steps to ensure everything is properly configured before participant activities begin. This article provides a general overview of the process, from creating the study to preparing the visit schedule and assigning team members.

1. Create the Study

Start by creating a new study in the system. You’ll need to provide basic information such as the study name and code, and select the correct settings to ensure the study is created successfully.

Once saved, the study will be available shortly, and the creator will automatically be assigned as the study admin.

Please read this article for important detailed instructions: Study Creation Guide: Required Fields and Setup Steps (admin only)

2. Import the Visit Schedule

After the study is created, you can upload a visit schedule. This schedule defines when participants are expected to attend visits, often based on a reference date (e.g., screening or baseline).

Visit schedules can be imported using a template, and visits will be automatically calculated and marked as forecasted.

Please read this article for important detailed instructions: Visit Schedule Configuration: Reference Date-Based Import Guide

3. Assign Study Members

With the study and visit schedule in place, you can assign team members to their roles. Common roles include:

• Project Managers (Main and Back-up)
• Country Coordinators (Main and Back-up)
• Enrollment Managers
• HR Representatives

If a member is not available in the system, they may already be assigned to the study or a new account may need to be created.

Please read this article for important detailed instructions: How to Assign Team Roles in a Study Setup

4. Access and editing

Once the study is active, you can view and edit general information such as documents, contract details, and sponsor data.

If you don’t see certain options, it may be due to access restrictions—contact your administrator for support.