Managing Your Site's Equipment

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Maximize your study's impact with our easy-to-use Modality Assessment.

Navigate, complete, and submit for top-quality data every time!

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  1. Click + Add New Equipment.

  2. Click + Add New to open the Add Equipment Details form.

  3. Fill in the required fields.

    • Type responses in free-text fields.

    • Click radio buttons for Yes/No or multiple choice questions.

    • Enter dates by overwriting the format or using the calendar icon.

  4. Click Next.

By default, the Sites page shows the Modalities tab. If you're on the Site Users tab, click the Modalities tab to find the + Add New Equipment button.

  1. Enter the equipment location:

    • Option 1: Click the empty radio button next to the prepopulated location.

    • Option 2: Click + Add New to open the New Equipment Location form. Fill in all required fields (those not marked as optional) and press Add.

  2. Press the radio button next to the preferred location.

  3. Click Next.

  1. Click the empty checkbox next to the prepopulated technologist.

  2. Click Next.

  3. Complete the Technologist Details form and press Add.

When your study is not configured to include an equipment questionnaire, then you will press Complete to finish the form.

  1. Click + Add New to open the Technologist Details form.

  2. Fill in all required fields (those not marked as optional) and press Add.

  3. Click Next.

The online form may include various question and answer formats:

  • Single Choice: Click the radio button to select your answer.

  • Multiple Choice: Click multiple radio buttons to select all applicable options.

  • Free-Text: Type your response in the provided field.

  • Numerical: Click the radio button to select your numerical answer.

  • Date/Time: Choose dates and/or times when prompted.

Remember to answer follow-up questions as needed.

Editing Equipment Details

  1. Click the edit icon in the Equipment table to open the Equipment Details form.

  2. Make any desired changes.

  3. Use the navigation buttons (e.g., Next, Previous, Add, Back) to move through the form.

Removing Equipment

  1. Click the delete icon next to the equipment name.

  2. Confirm the deletion request when prompted.

The system will notify you of a successful deletion, and the equipment will be removed from the table.


How do I navigate to the page where I can manage my site's equipment?

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 My Sites. The Equipment table will be shown in the body of the page.

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