Contents x
      User Roles & Permissions in StudyWorks
      • 27 Sep 2024
      • 2 Minutes to read
      • Print
      • Dark
        Light
      • PDF
      Contents

      User Roles & Permissions in StudyWorks

      • Updated on 27 Sep 2024
      • 2 Minutes to read
      • Print
      • Dark
        Light
      • PDF
      Article summary

      Overview

      Permissions to access and/or take action using certain functions vary depending on the permissions assigned to user roles.

      You can identify your StudyWorks role by following these instructions:

      • Login to your study in StudyWorks.

      • Press the Actions button on the Subject Management Dashboard.

      • Press Edit My Account.

      • Your role will be shown on the Account Information form.

      Information Scope

      Solution: eCOA

      Platform: StudyWorks

      Creating a subject

      The roles shown here can create subjects in StudyWorks. Learn more about creating subjects.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Viewing Form Audit Trails

      The roles shown here can view Form Audit Trails in StudyWorks. Learn more about audit trails.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Sponsor & CRO Clinical Monitor

      Sponsor & CRO Project Monitor

      Sponsor Auditor

      Sponsor Data Manager

      Sponsor Lab Administrator

      Sponsor Master Query

      Viewing a Form

      The roles shown here can view Forms (i.e., a subject’s clinical data) in StudyWorks. Learn more about your subject’s clinical data.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Sponsor & CRO Clinical Monitor

      Sponsor & CRO Project Monitor

      Sponsor Auditor

      Sponsor Data Manager

      Sponsor Lab Administrator

      Sponsor Master Query

      Reviewing a Form

      The roles shown here can “Mark form as reviewed” in StudyWorks.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Creating a DCR in StudyWorks

      The roles shown here can create DCRs in StudyWorks. Read our quick tutorial to get started with creating DCRs.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Viewing a DCR

      The roles shown here can view DCRs in StudyWorks. Learn more about Clario’s DCR Management Dashboard.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Sponsor & CRO Clinical Monitor

      Sponsor & CRO Project Monitor

      Sponsor Auditor

      Sponsor Data Manager

      Sponsor Lab Administrator

      Sponsor Master Query

      Responding to a DCR query

      The roles shown here can respond to DCR queries sent by Clario.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Receiving a DCR notification

      The roles shown below will receive reminders that DCRs are pending site action. Read more about DCR notifications in our article about navigating the DCR Management Dashboard.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Sponsor & CRO Clinical Monitor

      Sponsor & CRO Project Monitor

      Sponsor Data Manager

      Sponsor Master Query

      DCR Opt Out

      The roles shown below have the option to decline receiving DCR-related emails.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Sponsor & CRO Clinical Monitor

      Sponsor & CRO Project Monitor

      Sponsor Data Manager

      Sponsor Master Query

      Using Reports

      The roles shown here can interact with Clario’s SmartReports in StudyWorks. Learn how to make the most of our reports, whether you’re viewing them, toggling data views, or exporting information.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Sponsor & CRO Clinical Monitor

      Sponsor & CRO Project Monitor

      Sponsor Auditor

      Sponsor Data Manager

      Sponsor Lab Administrator

      Sponsor Master Query

      Viewing Documents

      The roles shown here can view study-related materials that are uploaded to the Documents section of StudyWorks.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Sponsor & CRO Clinical Monitor

      Sponsor & CRO Project Monitor

      Sponsor Auditor

      Sponsor Data Manager

      Sponsor Lab Administrator

      Sponsor Master Query

      Taking additional actions

      The roles shown here can edit their account, contact Clario’s Customer Care team directly from within StudyWorks, and search for help.

      Site Study Coordinator

      Site Sub Investigator

      Site Principal Investigator

      Sponsor & CRO Clinical Monitor

      Sponsor & CRO Project Monitor

      Sponsor Auditor

      Sponsor Data Manager

      Sponsor Lab Administrator

      Sponsor Master Query

      Clario logo

      Was this article helpful?
      What's Next