--- title: "Getting Started with Multiple Devices" slug: "getting-started-with-multiple-devices" tags: ["eCOA", "Multiple Devices", "Tablet", "Handheld", "Getting Started Guide"] updated: 2025-07-30T13:59:35Z published: 2025-07-30T13:59:35Z canonical: "help.clario.com/getting-started-with-multiple-devices" --- > ## 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 Multiple Devices # Harness the power of multiple electronic devices to collect patient reported outcomes (PROs) data. This guide explains how to set up a **Tablet** (or **Web Tablet**) and a Clario-provisioned **Handheld**. Prepare by gaining access to the **Clario Portal** and charging each device. Then initialize the **Tablet** and create a subject. Finish off by initializing the **Handheld** with your subject present during a visit. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/eCOA%20Combo%20-%20Clear%20Background%20-%20Icon.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-multiple-devices#online-account-requirements) Created a portal account and joined a study. 2 #### [Prepare the Handheld](/v1/docs/getting-started-with-multiple-devices#preparing-the-handheld-for-use) Charged the battery, powered on the **Handheld**, and located the **Clario App**. Put aside until subject visit. 3 #### [Prepare the Tablet](/v1/docs/getting-started-with-multiple-devices#preparing-the-tablet-for-use) Charged the battery, powered on the **Tablet**, and located the **Clario App**. 4 #### [Obtained Startup Unlock Code](/v1/docs/getting-started-with-multiple-devices#locating-your-tablet-startup-unlock-code) Retrieved my site-specific unlock code from the portal reports. 5 #### [Initialize the Tablet](/v1/docs/getting-started-with-multiple-devices#initializing-the-tablet) Learn to set up the device including unlocking it, connecting to a network, and adding the site administrator. 6 #### [Create subject](/v1/docs/getting-started-with-multiple-devices#creating-a-subject-on-the-tablet) Created a new subject using the **Tablet** and generated the QR Code. 7 #### Initialize the Handheld Learn to set up the device including connecting to a [network](/v1/docs/getting-started-with-multiple-devices#connecting-the-handheld-to-wifi), and [testing transmissions](/v1/docs/getting-started-with-multiple-devices#testing-the-inbuilt-cellular-connection). 8 #### [Assign Handheld (site user)](/v1/docs/getting-started-with-multiple-devices#assigning-a-subject-to-the-handheld-site-user-procedures) QR Code scanned and initial settings configured. 9 #### [Assign Handheld (subject)](/v1/docs/getting-started-with-multiple-devices#completing-handheld-assignment-subject-procedures) The subject established login credentials. --- ## 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 the Handheld for Use Clario **eCOA Handhelds** allow patients and clinicians to complete instruments on a provisioned smartphone, sending data to a central system for web review by site and sponsor staff. 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. **Locate the Application**: Ensure that the Clario icon is present on your device. 5. **Put aside**: Power the device off and store it away until you are ready to assign a subject. > [!NOTE] > Remember to fully charge the **Handheld** prior to your subject's scheduled visit. This ensures the device has enough power for the subject 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%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_Powering%20on%20the%20Handheld.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_Unlocking%20the%20Handheld.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_Opening%20the%20Clario%20App.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_Ready%20to%20Assign.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) [Set up the Clario App on your personal smartphone. Click here for instructions.](https://help.clario.com/ch/docs/getting-started-with-a-subjects-handheld) --- ## Preparing the Tablet for use ![](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) 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. **Locate the Application**: Ensure that the Clario icon is present on your device. > [!NOTE] > Remember to fully charge the **Tablet** prior to your subject's scheduled visit. This ensures the device has enough power for creating the subject and any required activities for the rest of the day. --- ## Locating Your Tablet Startup Unlock Code 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) ![](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) --- ## Initializing the Tablet ![](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) When you start the **eCOA at Site** application **for the first time** by tapping the Clario icon, 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**. [Using Clario's virtual Tablet? Click here for eCOA Web Tablet setup instructions.](https://help.clario.com/docs/getting-started-with-ecoa-at-site-web) --- ## Creating a Subject on the Tablet 1. **Login**: Enter your login credentials. 2. **Add Patient**: Press **Add Patient**. 3. **Complete the Form**: Fill in the required fields presented to you and press **Next**. 4. **Select the Language**: Confirm the patient's language and press **Next**. 5. **Select the Time Zone**: Confirm the patient's time zone and press **Next**. 6. **Sign Affidavit**: Confirm the data you entered and press **Next**. 7. **Patient Added to Tablet**: The patient now appears in the patient listing on the **Tablet**. 8. **QR Code Available**: Enlarge the QR Code by tapping the QR Code icon and set aside the device to start the **Handheld** setup. > [!WARNING] > The process for adding subjects varies across studies and eCOA solutions. Consult your study's **Clario Learn** curriculum for details. ![](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).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 (7A).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) --- ## 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%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/Opening%20the%20Clario%20App.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/Cellular%20Connection.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/Cellular%20Connection%20-%20Connected.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/Cellular%20Connection%20-%20Not%20Connected.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) 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 the steps shown here. Remember to power the device on and unlock the screen, if you haven't already. 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%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_Settings%20Menu.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_Wi-Fi%20Settings.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_Wi-Fi%20Settings.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_Wi-Fi%20Settings.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_Wi-Fi%20Settings.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_Wi-Fi%20Settings.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_Wi-Fi%20Settings.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_Wi-Fi%20Settings.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) --- ## 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%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_Opening the Camera.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_Scanning the 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) ![](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%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_Other prompts.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_Subject Handover.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) 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 the **Tablet**. > [!NOTE] > If the QR Code is not displayed on the **Tablet**, then select the patient from the list of patients shown on the home screen and then tap the QR Code icon shown in the menu. 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%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_Reset PW.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_Security Question(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/05_Security Question(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/06_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) ![Clario logo](https://clario.com/wp-content/themes/clario-bootstrap/media/logo-white.svg)