DT Direct Knowledge Base

Getting Started 8

• Signing Up For Datatrak Direct
• Where To Start?
• Data Entry and Queries
• Why do I not see my study when I login?
• How Do I Sign In?

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Site Navigation 5

• Site Theme/Appearance Customization Overview
• How to Customize the Site Theme
• Building a Web Page
• Creating/Updating Account Profile
• Change Password

FAQ 1

• PDF Archival for Datatrak Direct

User Management 12

• Enrolling Subjects
• Entering Records
• Subject Manager
• PDFs and Casebooks
• Role Security (User Permissions)

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Mobile Application 1

• Multiple Device Form Layout (Device Targeted Form)

Monitoring and Record Review 2

• Field Lock Report
• Monitor Report

Queries 1

• Managing Your Queries

Reporting 20

• Action Item Report
• Dashboard Report
• Record Status Report
• Study Progress Report
• Site By Users Report

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Site Customization 2

• User Preferences
• Host/Account Level Role Security

Study Builder 22

• Site Documents
• Study Forms
• How do I remove all versions BUT keep the latest versioned forms in a new study build?
• What is the difference between Host Copy Study and Create a Study in the Study Manager?
• Version Manager

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Exporting Data 2

• Extract Study Data By Form
• Extract All Study Data

Form Building Overview and Guide 49

• Form Field Type - Memo
• Defining Log Fields
• Reserved Words
• Field Level Source Verification (FLSV)
• Form Field Type - Help Buttons

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Visits 3

• Scheduled Visits
• Schedule Visits and Visit Cohorts
• Configuring Interval Date Entry

ePRO 6

• Setting Up A Study With ePRO
• Setting Up Patient Consent
• How to Configure eDiary Functionality
• ePRO Notifications
• Participant User Preferences

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Outstanding Issue (OI) Tickets 9

• Outstanding Issue (OI) Tickets - 1.8.0
• Outstanding Issue (OI) Tickets - 1.7.0
• Outstanding Issue (OI) Tickets - 1.6.0
• Outstanding Issue (OI) Tickets - 1.5.0
• Outstanding Issue (OI) Tickets - 1.4.0

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Release Notes 9

• 1.8 Release Notes – December 16, 2022
• 1.7 Release Notes – July 26, 2022
• 1.6 Release Notes – May 26, 2022
• 1.5 Release Notes – March 25, 2022
• 1.4.1 Release Notes – December 22, 2021

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Validation Statements 9

• Datatrak Direct 1.8 – December 16, 2022
• Datatrak Direct 1.7 – July 26, 2022
• Datatrak Direct 1.6 - May 26, 2022
• Datatrak Direct 1.5 - March 25, 2022
• Datatrak Direct 1.4 - December 16, 2021

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