Managing Your Site’s Subject List

  • Updated on May 28, 2025
  • Published on Jan 15, 2024
  • 2 minute(s) read
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Optimize your subject management with our intuitive dashboard.

Quickly create, edit, search, and export data, ensuring a smooth and efficient workflow every time.

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Creating a Subject

  1. Press Create Subject.

  2. Fill out the form by:

    • Selecting options from the drop-down menus.

    • Typing directly into text fields (e.g., DD-MMM-YYYY).

    • Choosing dates using the calendar icon.

  3. Press Save to create the subject.

  4. To cancel, press Cancel or click the x in the top right corner to close the form without saving.

  5. You'll be notified that the new user was requested successfully. The notification will disappear automatically or you can press x to dismiss it.

The subject creation form will differ between studies.

Editing a Subject’s Demographic Details

The available fields you can edit may differ between studies.

  1. Identify the subject to edit and click the three dots (...), then select Edit.

  2. Make your changes in the editable fields.

  3. Click Save when done.

  1. Choose a reason for the change from the drop-down menu. If you select Other, type the reason.

  2. Click Save again. A notification will confirm your changes were saved. It will disappear automatically or you can close it by pressing x.

Searching for Your Subjects

Filter the table to quickly access subject-specific dashboards.

  • Configure Filter: Select the down arrow next to Subject ID and type keywords into the Text Filter box.

  • Text and Drop-down Filters: Some filters require text input (e.g., Subject ID), while others (e.g., Country) require selecting a category from a drop-down menu.

  • Apply Filters: Press Apply.

  • Multiple Filters: Apply multiple filters by repeating the process. Clear filters individually by pressing x or together by pressing Clear all.

Adjusting the Displayed Rows

  • Change Row Display: Click the down arrow next to the number of rows (e.g., "10") to see display options.

  • Select Rows: Choose the desired number of rows.

The table shows 10 rows by default.

Sorting Columns

  • Column Headers: Click on the column header or the up/down arrows to adjust the sort.

  • Single Column Sort: Sorting can only be applied to one column at a time. Sorting a second column clears the first column sort.

Site numbers display in ascending order by default.

Viewing Other Pages

Your data table may extend onto other pages. Here’s what you need to know to navigate between pages:

  • Forward and Back Arrows: Use these to navigate through multiple pages of rows.

  • Inactive Buttons: Arrows are greyed out and unclickable if rows don't exceed your configuration (e.g., "10").

  • Single Arrow: Moves one page at a time.

  • Double Arrow: Jumps to the beginning or end page.

Exporting the Subject List

  • Press Export Subject Data.

  • The Clario Portal will notify you when the file is downloaded. This message will disappear automatically or you can close it by pressing x.

Your web browser may show the file name and location, allowing you to open it immediately.

Frequently Asked Questions

How do I navigate to the page where I can manage my subject list?

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.

What should I do if I get a message saying "The Subject Number you entered does not meet the expected format"?

Check your study resources for the correct format, then re-enter the Subject Number correctly.

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