Simplify your workflow and keep your focus on what matters most—your subjects.
Read below to discover how to streamline site, subject, data, and query management.
Managing Your Site
Site Dashboard
Effortlessly manage your shipping address, user list, and equipment from a single dashboard. Make a selection between the two options below to learn more.
Multiple Sites: View all essential information at a glance, including site onboarding status and required actions. Easily navigate to site-specific dashboards for detailed insights.
Single Site: Access your main Site Dashboard to perform actions.
Managing Your Subjects
Subject Management Dashboards
Learn Your Way Around the Subject List.
Navigate the Subject List: Access, search, filter, and sort the table.
Export Data: Learn how to export subject data.
Learn Your Way Around a Subject-Specific Page.
Navigate the Page: Access the page, view subject details and queries, and upload data.
Managing Your Data Uploads
Data Upload Worklist
Learn to navigate the Data Upload Worklist, including creating unscheduled visits, searching the uploads table, toggling displayed data, sorting the table, and viewing/uploading data.
Uploading Test Data
Not all studies require test data to be uploaded as part of the site onboarding experience. However, if your study does, you can upload two different types of test data: Scanner Protocol or Phantom Data.
Managing Your Queries
Query Dashboard
Learn how to monitor your open queries:
Find and respond to queries.
Search and refine queries.
View and manipulate the data table.
Respond to query details.
