--- title: "Getting Started with a Clario Handheld" slug: "getting-started-with-a-clario-handheld" tags: ["eCOA", "Handheld", "Getting Started Guide"] updated: 2025-07-29T12:11:07Z published: 2025-07-29T12:11:07Z canonical: "help.clario.com/getting-started-with-a-clario-handheld" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.clario.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting Started with a Clario Handheld # Empowering patients to participate in trials from anywhere using a smartphone. **eCOA Handhelds** enable patients and clinicians to complete instruments on a provisioned or personal smartphone that sends data to a central system for web review of data by site and sponsor staff. 1 #### [Access to the Clario Portal](/v1/docs/getting-started-with-a-clario-handheld#online-account-requirements) Created an online account and joined a study. 2 #### [Full battery](/v1/docs/getting-started-with-a-clario-handheld#preparing-the-handheld-for-use) Charged the **Handheld** prior to the first visit. 3 #### [Access to the Clario App](/v1/docs/getting-started-with-a-clario-handheld#preparing-the-handheld-for-use) Powered on the **Handheld** and located the **Clario App**. 4 #### [Test connection](/v1/docs/getting-started-with-a-clario-handheld#testing-the-inbuilt-cellular-connection) Verified network connection with a test transmission. 5 #### [Connect Wi-Fi](/v1/docs/getting-started-with-a-clario-handheld#connecting-the-handheld-to-wifi) Connected mobile or Wi-Fi network. 6 #### [Create subject](/v1/docs/getting-started-with-a-clario-handheld#creating-a-subject) Created a new subject in **eCOA Web Tablet**. 7 #### [Assign Handheld (site user)](/v1/docs/getting-started-with-a-clario-handheld#assigning-a-subject-to-the-handheld-site-user-procedures) QR Code scanned and initial settings configured. 8 #### [Assign Handheld (subject)](/v1/docs/getting-started-with-a-clario-handheld#completing-handheld-assignment-subject-procedures) The subject established login credentials. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Welcome%20Screen.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) --- ## Online Account Requirements ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Login%20Page%20-%20PIC4%20-%20Hero.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) Before moving forward, please ensure that you can successfully access these online systems: #### [Clario Global Account](https://gsso.ert.com/idp) **Site staff** should ensure they can log in with their credentials or create a new account. #### Study Account **Site staff** should ensure their request to join a study was approved by their sponsor or CRO teams. [Learn how to create a Clario Global Account.](/v1/docs/how-do-i-create-a-clario-global-account) [Learn how to join an eCOA study.](/v1/docs/joining-an-ecoa-study) --- ## Preparing the Handheld for Use Follow the instructions below to set up your **Clario-provisioned smartphone**. 1. **Charge the Handheld**: Plug the charging cord into the charging port then connect to a wall outlet. Use any included charging adaptors if needed. 2. **Turn on the Handheld**: Press and hold the power button. 3. **Unlock the Screen**: Swipe your finger across the screen. 4. **Start the Application**: Tap the Clario icon. > [!NOTE] > Remember to charge the **Handheld** prior to your patient’s scheduled visit. We recommend having the **Handheld** fully charged prior to the first site visit so that the device has enough power for the participant assignment and any required activities for the rest of the day. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/01_Charging%20Handheld.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/02_Powering%20on%20the%20Handheld.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/03_Unlocking%20the%20Handheld.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/04_Opening%20the%20Clario%20App.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/05_Ready%20to%20Assign.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) [Set up the **Clario App** on your **personal smartphone**. Click here for instructions.](/docs/getting-started-with-a-clario-handheld#) --- ## Testing the In-Built Cellular Connection ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Cellular%20Strength.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Opening%20the%20Clario%20App.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Cellular%20Connection.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Cellular%20Connection%20-%20Connected.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Cellular%20Connection%20-%20Not%20Connected.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) Your **Handheld** automatically connects to a cellular network when one is available. You don't need to configure this connection; you simply need to test it by following these steps: 1. **Check the network signal strength**: Look to the upper right corner of the **Handheld** screen. If the network signal strength is two bars or less and a Wi-Fi connection is available, please connect the device to Wi-Fi to prevent transmission errors. 2. **Open the Clario App**: Press the Clario App icon. 3. **Press Here to Check Connection**: When you first turn on an unassigned device, test the network connection by tapping this button. 4. **Connected. Press to check again**: If the test is successful, the button will turn green. 5. **Not Connected. Press to check again**: If the test is unsuccessful, the button will turn red. So, you may need to move to a location with a stronger network signal or connect to Wi-Fi. > [!NOTE] > A successful test only applies to your location at that time. If you move to an area with a poor signal, you may not be able to transmit data. --- ## Connecting the Handheld to Wi-Fi Your Clario **Handheld** automatically sends stored data when connected. Check the network signal in the upper right corner of the screen. If it's two bars or less and Wi-Fi is available, connect to Wi-Fi to avoid transmission errors by following these steps: 1. **Access Settings**: From the home screen, tap the drop-down arrow in the top right corner. Then, tap the gear icon. 2. **Select Wi-Fi**: In the settings menu, choose Wi-Fi. 3. **Turn on Wi-Fi**: Slide the toggle next to Wi-Fi to the right. It will turn green when on. 4. **Smart Network**: Check the **Smart Network Switch** box. 5. **Connect to a Network**: Select your desired network and enter the password if prompted. The **Handheld** will indicate it is connected. 6. **Return to Home**: Tap the back button to return to the main page. > [!NOTE] > Ensure data is transmitted before the participant leaves with the Clario **Handheld**. If you can't connect to a cellular network or Wi-Fi, contact Clario Customer Care for help. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/01_App%20Home%20Screen.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/02_Settings%20Menu.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/03_Wi-Fi%20Settings.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/04_Wi-Fi%20Settings.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/05_Wi-Fi%20Settings.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/06_Wi-Fi%20Settings.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/07_Wi-Fi%20Settings.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/08_Wi-Fi%20Settings.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/09_Wi-Fi%20Settings.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) --- ## Creating a Subject Creating a subject includes three major activities and a corresponding shortlist of instructions. We'll be creating subjects in Clario's online portal using the **eCOA Web Tablet** solution. Although you'll use a **Handheld** device for data capture, we'll first guide you through the virtual tablet setup. - **Locating your Startup Unlock Code**: This solution requires a unique security code specific to your site, called the 'Startup Unlock Code'. We'll show you how to apply this code during initialization. - **Initializing eCOA Web Tablet**: Follow four quick steps to access the subject creation feature. - **Creating a Subject**: Once the virtual tablet is initialized, you can add your subject to Clario's clinical trial database. ### Locating Your Startup Unlock Code ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Login%20Page%20-%20PIC4%20-%20Hero.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/02_Selecting%20Your%20Study.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/StudyWorks%20Reports%20Highlight.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/StudyWorks%20Tablet%20Unlock%20Codes%20Report%20Highlight.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/StudyWorks%20Tablet%20Unlock%20Codes%20Report%20Highlight(2).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) 1. **Log into the Clario Portal**: Enter your user credentials at: [Clario Portal login](https://gsso.ert.com/idp). 2. **Access your study**: Press **Select Study or Organization** and select your study from the list. Or click the desired 'Project Name' from the **Recently Accessed** list. 3. **Accessing the report**: Tap **Reports** and select the 'Tablet Unlock Codes' report. 4. **Retain the unlock code**: Leave the report open so that you can enter the **Startup Unlock Code** when necessary. [Learn more about using the unlock codes.](https://help.clario.com/docs/unlocking-your-tablet) --- ### Initializing eCOA Web Tablet Begin by logging into the **Clario Portal** and opening your study. Follow the prompts on the screen, clicking **Next** to finish the setup. 1. **Start the application**: Press **Web eCOA Tablet** to launch the application in a new tab. 2. **Configure the application**: Select your **site** and preferred **language**. Then enter the **Startup Unlock Code**. 3. **Review license agreement**: The conditions of the **End User License** must be accepted in order to proceed with tablet use. 4. **Add first user**: Complete all form fields including re-entering the **Startup Unlock Code** to set up the **Site Administrator**. 5. **Log in**: Enter your user credentials including selecting your user role and press **Log in**. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/StudyWorks%20-%20Web%20eCOA%20Tablet%20Button.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Web%20Tablet%20Setup%20(1).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Web%20Tablet%20Setup%20(2).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Web%20Tablet%20Setup%20(3).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Web%20Tablet%20Setup%20(4).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) --- ### Creating a Subject ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/01_eCOA%20Web%20Tablet%20-%20Add%20Patient.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/02_eCOA%20Web%20Tablet%20-%20Patient%20Demographics.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/03_eCOA%20Web%20Tablet%20-%20Language%20Selection.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/04_eCOA%20Web%20Tablet%20-%20Time%20Zone%20Selection.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/05_eCOA%20Web%20Tablet%20-%20Site%20Staff%20Signature.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/06_eCOA%20Web%20Tablet%20-%20QR%20Code%20Available.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/07_eCOA%20Web%20Tablet%20-%20Subject%20Specific%20QR%20Code.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) 1. **Add Patient**: Press **Add Patient** to start the web form. 2. **Subject Demographics**: Enter the subject's demographics and assign a temporary password. Press **Next**. 3. **Subject Language**: Select your subject's preferred language and press **Next**. 4. **Set Time Zone**: Choose your site's time zone from the drop-down menu and press **Next**. 5. **Sign Affidavit**: Enter your **Web eCOA Tablet** password to sign the affidavit and press **Next**. 6. **Subject List**: Tap the target subject shown in the subject list. Once selected, a QR Code icon will appear in the side bar menu. 7. **QR Code**: The QR Code will appear. Press the QR Code icon to generate the subject-specific code. A new message screen will appear displaying a large QR Code that refers to your target subject. > [!WARNING] > The process for adding subjects varies across studies and eCOA solutions. Consult your study's **Clario Learn** curriculum for details. --- ## Assigning a Subject to the Handheld (Site User Procedures) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Opening the Clario App.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/05_Opening the Camera.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/06_Scanning the QR Code.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/07_Reviewing and responding to prompts.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/08_Other prompts.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/09_Subject Handover.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) You're almost done activating the **Handheld**! After scanning the QR Code, follow the prompts on the device. When instructed, hand the **Handheld** to the subject to complete the process. 1. **Open Clario App**: Press the Clario App icon. 2. **Activate Camera**: Press the QR Code icon to activate the device's camera. 3. **Scan QR Code**: Aim the camera at the QR Code displayed in **eCOA Web Tablet**. > [!NOTE] > The subject will be automatically enrolled when the QR Code scan was successful. > > > > Enter the **Study URL** and **Setup Code** into the device if the QR Code scan failed. 4. **Respond to Prompts**: Review and respond to each message screen, pressing **Next** to proceed. 5. **Complete Setup**: Give the device to the subject to finish the setup process. --- ## Completing Handheld Assignment (Subject Procedures) The final step to prepare the **eCOA at Home** app for the subject is to assign them to the app. The following steps guide you through this process: 1. **Review Privacy Statement**: The subject must read the entire privacy statement and press **I understand** to accept the terms. 2. **Create Password**: The subject must create and confirm a **numeric-only** password (4-32 digits). Passwords with letters or special characters will be rejected. 3. **Select Security Question**: The subject must set up security questions and answers for the 'Reset Password' process. 4. **Installation**: No action required from the subject at this time. 5. **Welcome**: The **eCOA at Home** app is now assigned to the subject. They can start using the app according to the study protocol. > [!NOTE] > Some studies may use a PIN ('Personal Identification Number') rather than a password. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/01_Patient Reviews Prompts.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/03_Reset PW.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/04_Security Question(1).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/05_Security Question(2).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/06_Welcome Screen.png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A33%3A46Z&se=2026-11-07T10%3A33%3A46Z&sr=c&sp=r&sig=WuGgZVJY8p655CXYE1aS5IL4AEdRJ52R3qAlU29lbno%3D) ![Clario logo](https://clario.com/wp-content/themes/clario-bootstrap/media/logo-white.svg)