Creating Studies

Studies can be created from a number of different pages, including the home page. On the 'New Study' page, you will be presented with a number of different inputs for describing and adding features to your study. Most of these inputs are not required, but can add a lot of value to your study when used properly.

The fields you are always required to enter are as follows:

  • Name: You must provide a unique name for every study. This name will also be used to create storage and ELN folders.

  • Program: Select the Program you wish to associate the study with. This will also determine where storage and ELN folders will be created.

  • Description: Describe your study's purpose and goal in a few sentences. You can also include rich-text, links, and images.

  • Status: By default, new studies will be set to the 'In Planning' status, but if this study is already in progress or completed, you can choose the appropriate status here.

  • Start Date: Select the date the study is expected to begin.

  • End Date: Optional. If the study has already completed, you can set the end date.

That's it. If no other information is required and you would like to get on with your work, you can click 'Submit' at the bottom of the page and the study will be created. If you'd like to provide more information or enable additional features, you can use some of the other inputs below.

Study Team

If more than one person will be working on this study, you can search-for and add them to the study using the Study Team inputs. These people will also be added as authors on the ELN notebook entry that Study Tracker will create for you. The study team lead should be marked as the Study Owner, identifying their role. Be default, the logged-in user will automatically be added to the Study Team as the owner. You can remove yourself from the study by adding another user and then clicking the 'Remove' button for yourself.

Legacy Studies

Legacy Studies are studies that took place before your organization adopted Study Tracker. By enabling this feature for your study, you can manually provide a study code and link to an existing ELN notebook folder. Enabling this option also allows you to select inactive programs from the Program dropdown at the top of the page.

External Studies

If your study is being performed externally or in collaboration with an external party, you can add an association with that party in the 'CRO/External Collaborator' section. Study Tracker can also generate External Study Codes, which can be provided to collaborators in place of the internal study code, so as not to expose any sensitive information that might be embedded in it.

  • Check the 'Is this study being performed externally' switch.

  • If an External Study Code has already been provided by the collaborator or CRO, you can enter it here. If not, one will be generated for you.

  • Select the collaborator from the list of registered organizations.

If the collaborator you are looking for in not in the list, click the 'Add New Organization' button to register a new one. The Organization Code field will be used as a prefix for generating external study codes.

ELN Folders & Notebook Entries

If the program you selected to associate your study with has a configured ELN project, your study will automatically receive a new ELN folder and summary notebook entry from a blank template. You can also choose to create this summary notebook entry from a registered template in your ELN system. Search-for and select the template you'd like to use from the 'Notebook Entry Template' dropdown.

If you do not want an ELN folder & notebook entry created for your study, you can uncheck this option before submitting the 'New Study' form.

Adding a Git Repository

If you would like to create a source code repository for your study in a linked Git server, you can click the switch in the 'Git Repository' section to add one. This will create a repository within the Git group that was assigned to your selected program when it was initialized. If no Git group exists for the selected program, a new one will be created for it.

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