Effectively navigating Clario's Global Dashboard

1. The CLARIO. logo shown in the top left corner of the screen is your home button. You can press this button from any page you're on to be brought directly back to Clario's Global Dashboard.

2. The page title will always appear next to the CLARIO. logo. Knowing the page title will be important when you are following how-to instructions or troubleshooting with Clario's Customer Care team.

3. You can easily access your study or jump between studies if you're participating in multiple ones by using the study selector. Simply press Select Study or Organization to bring up a short list of studies. Select the desired study, if shown. If it is not shown, then press Show more....

4. You can navigate to your profile and log out by selecting your user name. In the example below, the user name is "WC Williams". Your user name will always appear next to the Clario Apps menu in the top right corner of the Clario Portal screen. Simply select your user name to bring up the two clickable options.

5. The Clario Apps menu is displayed in the top right corner of the Clario Portal screen. Click the waffle icon to bring up a list of the Clario Apps that are available to you. You can then launch any of those apps by selecting the corresponding icon.

1. Each of the Clario Services that are available to you will be displayed as a large clickable button in the webpage header. When you select a Clario Service, you'll either be directed to a new web page or a separate tab will open.

1. We don't expect you to use this section too often. You'll select Register a Site / Join a Study only when you're getting started with your clinical trial. This action launches a series of screens that allows you to associate your Clario Global Account with a specific clinical trial.

You can also collapse this section by pressing the down arrow that is located next to the word "Register".

2. In the event that you've worked with Clario or one of its legacy companies in the past (e.g., Bioclinica, ERT) and you have an old account with us, then click Link a Product Account to begin the process of associating that account with your Clario Global Account.

You can also collapse this section by pressing the down arrow that is located next to the word "Link".

3. Announcements - Look here for important messages from Clario. If you missed an announcement, then don't worry! Simply scroll through the list of announcements to catch up.

You can also collapse this section by pressing the down arrow that is located next to the word "Announcements".

4. The Dashboard Tutorial section allows you to click three different options. The first is Start Tutorial. When this is clicked a pop-up message appears at the top of the screen.

5. This guided tutorial quickly tours you around the Global Dashboard. The pink circles seen in the bottom left of the message indicate your progress; there are five messages that will show. The action buttons - Close and Next - appear in the bottom right of the message. Click Close to exit the message or Next to progress to the next message screen.

6. You can provide us with feedback by clicking Provide Feedback. You'll then need to select the feedback Type, write your feedback in the Message box, and press Submit.

7. You may also notice a Customer Care link in the last line of the NOTE text. You can click this link to bring up Customer Care's contact information.

Finally, as with all of the other sections, you can collapse this section by pressing the down arrow next to the word "Dashboard".

8. The section titled Recently Accessed will likely be one of your most used areas of the Global Dashboard. This section lists each of the studies you recently accessed. Go here to quickly access your Study Dashboard.

1. You may not use the links or information shown in the Global Dashboard footer. They're still good to know about. Each link opens in a new web browser tab. The information about the page you're on (i.e., the Global Dashboard) is located in the bottom right. This information comes in handy when you're troubleshooting matters with Customer Care regarding the Clario Portal.