Study Builder

Site Documents
Summary The Site Document Manager is used for the following purposes:    Collect site-specific data (Site document forms) Set up site requirements to r...
Tue, Jun 21, 2022 at 9:10 AM
Study Forms
Study forms are useful for collecting any information or files for the study that are not directly related a specific subject (Subject Records) or site (Sit...
Wed, Aug 25, 2021 at 1:34 PM
How do I remove all versions BUT keep the latest versioned forms in a new study build?
Summary This article explains how to remove old versions but keep the latest versions of forms in a new study build. Q: How do I remove all versions whi...
Fri, Apr 9, 2021 at 6:02 PM
What is the difference between Host Copy Study and Create a Study in the Study Manager?
Summary This article explains the difference between Host Copy Study and Create a Study in the Study Manager. Q: What is the difference between Host...
Fri, Apr 9, 2021 at 6:12 PM
Version Manager
Summary This article covers navigating the study Version Manager. The Version Manager is used to control which sites and subjects are part of specific s...
Fri, Apr 9, 2021 at 6:14 PM
Migrating Subjects To a New Study Version
Summary This article covers migrating subjects to a new study version. After a new version is created and sites have been included in that version, the ...
Fri, Apr 9, 2021 at 6:15 PM
Participant Notifications
Summary: This article covers the ability to send patients/participants custom notifications. Tool Name: Participant Notifications Tool Description:...
Tue, Nov 30, 2021 at 8:56 AM
Functionality Overview
Summary The study functionality options are specific settings that can be enabled for your study. They are configurable on the Web under the Study – Study...
Thu, Jul 28, 2022 at 9:32 AM
Adding Sites and Users to a Study
Summary This article describes how to add users to one or more sites and assign a corresponding role they serve in the study.  Table of Contents Data...
Fri, Apr 9, 2021 at 6:21 PM
Setting up Study Workflow and Form Definitions
Summary This article covers configuring a study workflow. The study Workflow section is used to: Set up the review process for a study. In other word...
Fri, Apr 9, 2021 at 6:24 PM