User Roles & Permissions in StudyWorks

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

User Roles & Permissions in StudyWorks

Overview

Creating a subject

Viewing Form Audit Trails

Viewing a Form

Reviewing a Form

Creating a DCR in StudyWorks

Viewing a DCR

Responding to a DCR query

Receiving a DCR notification

DCR Opt Out

Using Reports

Viewing Documents

Taking additional actions

What's Next