--- title: "Getting Started with eCOA At Site Web" slug: "getting-started-with-ecoa-at-site-web" tags: ["eCOA", "Web eCOA Tablet", "Getting Started Guide"] updated: 2025-07-30T10:56:54Z published: 2025-07-30T10:56:54Z canonical: "help.clario.com/getting-started-with-ecoa-at-site-web" --- > ## 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 eCOA At Site Web # Your Digital Alternative for eCOA Data Collection! **eCOA At Site Web** – your smart digital solution for seamless data collection. Perfect as a backup when **Tablets** face technical or logistical issues, and equally effective as your primary data collection method. Discover how to access it through the **Clario Portal** in this guide. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/eCOA Web Tablet.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 #### [Browser requirements met](/v1/docs/getting-started-with-ecoa-at-site-web#web-browser-requirements) Adhered to the recommended web browser requirements. 2 #### [Access to the Clario Portal](/v1/docs/getting-started-with-ecoa-at-site-web#online-account-requirements) Created a portal account and joined a study. 3 #### [Obtained Startup Unlock Code](/v1/docs/getting-started-with-ecoa-at-site-web#locating-your-startup-unlock-code) Retrieved my site-specific unlock code using the portal reports. 4 #### [Complete App initialization](/v1/docs/getting-started-with-ecoa-at-site-web#initializing-ecoa-web-tablet) Set up the app including unlocking it and adding the site administrator. 5 #### [eCOA App URL bookmarked](/v1/docs/getting-started-with-ecoa-at-site-web#quick-access-to-ecoa-web-tablet) For immediate access, remember to bookmark the URL. 6 #### [Site users added](/v1/docs/getting-started-with-ecoa-at-site-web#adding-site-users) Add, edit, and remove site users as applicable. 7 #### [Subjects added](/v1/docs/getting-started-with-ecoa-at-site-web#adding-new-patients) Add subjects and begin your clinical trial activities. --- ## Web Browser Requirements Most laptops and desktops meet these requirements. #### Google Chrome #### Microsoft Edge #### Mozilla Firefox #### Safari The web interface is designed to not scale its format within the browser window in order to maintain equivalency with a physical tablet. It is recommended that sites use full-screen mode. > [!WARNING] > For the best experience, please view **eCOA at Site Web** on a tablet or computer. Smartphone screens are too small and may affect usability. ## Online Account Requirements Before moving forward, please ensure that the site staff can successfully access these online systems: #### Clario Global Account **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. ## Allow Third-Party Cookies for Best Experience To ensure your **Clario Global Account** functions properly, please enable third-party cookies. Your **Study Dashboard**, including your ability to view the subject list, raise DCRs, and access reports, will not load when third-party cookies are blocked. Follow the instructions below for your preferred web browser. The example image shows how to toggle third-party cookie settings for individual web pages. > [!WARNING] > Contact your local IT representative to update these settings on your workstation if you're unsure how to make the changes or cannot make them yourself. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Third Party Cookies (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) ### Google Chrome **Instructions to allow all cookies** 1. Open **Chrome** and click the three dots in the top-right corner. 2. Select **Settings**. 3. Scroll down and click on **Privacy and security**. 4. Click on **Third-party Cookies**. 5. Choose **Allow all cookies** to enable cookies. ### Microsoft Edge **Instructions to allow all cookies** 1. Open **Edge** and click the three dots in the top-right corner. 2. Select **Settings**. 3. Click on **Cookies and site permissions**. 4. Under **Cookies and data stored**, select **Manage and delete cookies and site data**. 5. Ensure **Allow sites to save and read cookie data** is turned on. ### Mozilla Firefox **Instructions to allow all cookies** 1. Open **Firefox** and click the three lines in the top-right corner. 2. Select **Settings**. 3. Click on **Privacy & Security**. 4. Scroll down to the **Cookies and Site Data** section. 5. Select **Accept cookies and site data**. ### Safari **Instructions to allow all cookies** 1. Open **Safari** and click on **Safari** in the top-left corner of the screen. 2. Select **Preferences** from the drop-down menu. 3. Click on the **Privacy tab**. 4. Uncheck the box next to **Block all cookies** to allow all cookies. --- ## 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. **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 in to 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**. > [!WARNING] > Do not clear cache or delete your browser history! > > Doing so will require you to partially repeat this process and re-configure the application before you can access the welcome screen. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Web Tablet -- Accessing from StudyWorks.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/Web Tablet Setup (1).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/Web Tablet Setup (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/Web Tablet Setup (3).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/Web Tablet Setup (4).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) --- ## Quick Access to eCOA Web Tablet ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/eCOA Web Tablet - URL Starred (2) (Welcome Screen).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) Bookmark the app URL after setup for instant access. Just open the saved URL, log in, and start your eCOA activities with ease! --- ## Adding Site Users 1. **Login**: Log in under your **site administrator** role. 2. **Manage users**: Select **Manage Site Users**. 3. **Add user**: Tap **Add User**. 4. **Complete form**: Fill out the form and press **Next**. 5. **Review**: Verify the information. Tap **Back** to edit, or **Next** if correct. 6. **Sign**: Enter your signature and tap **Next** to add the new user. 7. **Return to home**: Press the back arrow to return to the **Home** screen. 8. **Log out**: Log out of **eCOA at Site**. 9. **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 **Web Tablet**, please add at least two (2) **site admin users**. This precaution helps maintain accessibility and smooth operation, even during staff transitions. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Web Tablet Setup (4).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/Web Tablet (5).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/Web Tablet (6).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/Web Tablet (7).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/Web Tablet (8).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/Web Tablet (9).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/Web Tablet (10).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/Web Tablet (10_5).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 New Patients ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Web Tablet Setup (4).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/Web Tablet_Add Patient (1).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/Web Tablet_Add Patient (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/Web Tablet_Add Patient (3).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/Web Tablet_Add Patient (4).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/Web Tablet_Add Patient (5).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/Web Tablet_Add Patient (6).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**: Enter your user credentials including selecting the correct user role to log into **eCOA at Site Web**. 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 at Site Web** 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. ![Clario logo](https://clario.com/wp-content/themes/clario-bootstrap/media/logo-white.svg)