Your Subject-Specific Dashboard

  • Updated on May 28, 2025
  • Published on Jan 15, 2024
  • 1 minute(s) read
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Centralizing Your Subject Management!

From uploading files and skipping visits to changing statuses and viewing detailed queries, our subject dashboard makes it effortless.

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Learn more about Clario’s Data Uploader with this help page.

  1. Click the three dots (...) and then Open Uploader. A new browser tab will open.

  1. Add your files by selecting them, choosing folders, or dragging and dropping.

  2. Press Next once your files/folders appear on the screen.

  3. Check any applicable boxes and press Next.

  4. Complete the signature page to start the upload.

  1. Click the three dots (...) and then Skip Visit.

  2. Enter the reason for skipping the scheduled visit.

  3. Click Skip Visit to confirm.

The visit status will now show as "Skipped". Hover over the information icon to see the reason you entered.

Once you upload data, you won't be able to skip a visit.

  1. Click the arrow next to the subject's current status to open the drop-down menu.

  2. Select a different status.

  3. Click Change State. The Clario Portal will confirm the change and display the new status.

  1. Click View Queries to display all queries for a site.

  2. Press x in the top right corner to close the window.

Learn more about Clario’s Queries with this help page.

Viewing Subject Demographics

Click View more to bring up more subject details. Then dismiss the pop-up screen by clicking anywhere outside of it.

Go Back to the Subject List

Click the back-arrow next to Subject List to return to the list of subjects.

Alternatively, you can exit this page by:

  • Selecting the previous page name in the navigation trail.

  • Pressing Home to go to Clario's Global Dashboard.

  • Pressing CLARIO. to also go to the Global Dashboard.

How do I navigate to the page where I can manage my subject's data?

From Clario’s Global Dashboard:

  1. Press Select Study or Organization.

  2. Choose your study from the drop-down list, or press Show more… to search for it.

  3. Press Subjects.

  4. Find and click on the subject whose data you wish to view.

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