--- title: "Getting Started with a Clario Tablet" slug: "getting-started-with-a-clario-tablet" tags: ["eCOA", "Tablet", "Getting Started Guide"] updated: 2025-07-30T09:34:46Z published: 2025-07-30T09:34:46Z canonical: "help.clario.com/getting-started-with-a-clario-tablet" --- > ## 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 Tablet # Raising the quality of site-based, real-time data capture for clinical trials. The **eCOA Tablet** is a mobile Electronic Clinical Outcome Assessment (eCOA) data collection tablet used to capture multiple participant-reported and clinician assessments at the site. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Home Screen (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) 1 #### [Access to the Clario Portal](/v1/docs/getting-started-with-a-clario-tablet#online-account-requirements) Created a portal account and joined a study. 2 #### [Full battery](/v1/docs/getting-started-with-a-clario-tablet#preparing-to-set-up-your-tablet) Charge the **Tablet** for two ('2') hours before any subject visit. 3 #### [Access to the Clario App](/v1/docs/getting-started-with-a-clario-tablet#preparing-to-set-up-your-tablet) Powered on the **Tablet** and located the **Clario App**. 4 #### [Obtained Startup Unlock Code](/v1/docs/getting-started-with-a-clario-tablet#locating-your-startup-unlock-code) Retrieved my site-specific unlock code from the portal reports. 5 #### [Complete device initialization](/v1/docs/getting-started-with-a-clario-tablet#completing-the-tablet-initialization-process) Learn to set up the device including unlocking it, connecting to a network, and adding the site administrator. 6 #### [Site users added](/v1/docs/getting-started-with-a-clario-tablet#adding-site-users) Add, edit, and remove site users as applicable. 7 #### [Subjects added](/v1/docs/getting-started-with-a-clario-tablet#adding-new-patients) Add subjects to the **Tablet**. --- ## 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%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) Before moving forward, please ensure that the site staff 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 to Set Up Your Tablet 1. **Charge the Tablet**: 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 Tablet**: Press and hold the power button. 3. **Start the Application**: Tap the Clario icon. > [!NOTE] > Remember to charge the **Tablet** prior to your subject's scheduled visit. We recommend having the **Tablet** fully charged prior to the first site visit so that the device has enough power for the subject assignment process and any required activities for the rest of the day. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Charging Battery (Apple)(2).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Power On (Apple)(2).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Start Clario App (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) --- ## 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%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%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%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%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%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%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%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%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%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) 1. **Login to 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) --- ## Completing the Tablet Initialization Process When you start the **eCOA at Site** application **for the first time**, follow the on-screen prompts and press **Next** to set up your device. 1. **Select language**: Confirm your site staff's preferred language. 2. **Connect to a network**: Tap **Test Network Connection**. 3. **Enter Startup Unlock Code**: Enter the nine-digit **Startup Unlock Code**. 4. **Select time zone**: Confirm your site's time zone. 5. **Review license agreement**: The conditions of the **End User License** must be accepted in order to proceed with tablet use. 6. **Add first user**: Complete all form fields including re-entering the **Startup Unlock Code** to set up the **Site Administrator**. 7. **Transmit data**: Confirm all information is correct and press **Finalize**. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Initialization (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) --- ## Adding Site Users ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/01_Login (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/02_Manage Site Users (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/03_Add User (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/04_New User Form (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/05_New User Form - Summary (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/06_New User Form - Affidavit (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/07_New User Form - Confirmation (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/08_Log Out (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/09_New User - Permanent PW (Apple).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) 1. **Login**: Use your **site administrator** role to log into **eCOA at Site**. 2. **Manage users**: Select **Manage Site Users** from the action panel. 3. **Add user**: Tap **Add User** on the next screen. 4. **Complete form**: Fill out the **Add User** form and press **Next**. 5. **Review**: Check the information. If needed, tap **Back** to make changes. When correct, tap **Next**. 6. **Sign**: Enter your signature and tap **Next**. The new user is now added. 7. **Log out**: Log out of **eCOA at Site**. 8. **New user logs in**: The new user logs in with the **Temporary Password** and creates a permanent one. > [!WARNING] > To ensure continuous access to the **Tablet**, please add at least two (2) **site admin users**. This precaution helps maintain accessibility and smooth operation, even during staff transitions. --- ## Adding New Patients 1. **Login**: Enter your user credentials including selecting the correct user role to log into **eCOA at Site**. 2. **Add Patient**: Press **Add Patient** to start the form. 3. **Subject Demographics**: Enter the subject's demographics and assign a temporary password. Press **Next**. 4. **Subject Language**: Select your subject's preferred language and press **Next**. 5. **Set Time Zone**: Choose your site's time zone from the drop-down menu and press **Next**. 6. **Sign Affidavit**: Enter your **eCOA Tablet** password to sign the affidavit and press **Next**. 7. **Subject List**: Tap the target subject shown in the subject list to begin clinical trial activities. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Add Patient (0A).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Add Patient (1A).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Add Patient (2A).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Add Patient (3A).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Add Patient (4A).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Add Patient (5A).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Add Patient (6A)(NO QR CODE).png?sv=2026-02-06&spr=https&st=2026-11-07T09%3A43%3A54Z&se=2026-11-07T10%3A43%3A54Z&sr=c&sp=r&sig=5YS9yyzYpX0IKl2YvcRVLssM8B%2Fb1e3F5Feza1ophx8%3D) ![Clario logo](https://clario.com/wp-content/themes/clario-bootstrap/media/logo-white.svg)