Joining an eCOA Study - New Site User

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Content in this article relates to:

eCOA Solutions

StudyWorks

Join Study

Joining an eCOA study as a new site user

Join an eCOA study in StudyWorks as a new site user: from sign-in through your first study access.

Use this path when you have a Clario Global Account but don't yet have an active StudyWorks account for the study.


Before you begin

Have these details ready. If you're missing something, ask your CRO or sponsor study management team.

  • A verified Clario Global Account

  • Your correctly formatted study name

  • Your site number

Need a Clario Global Account?

Create one before you continue, then return to this article to join the study.

Already have StudyWorks access?

If you already have an active StudyWorks account and are adding another study, use the returning site user path instead.


1

Starting your new user setup

Log in to your Clario Global Account, then open the join-a-study flow.

  1. Go to https://gsso.ert.com/idp, then log in.

  2. Press Register a Site / Join a Study.

Register a Site / Join a Study on the Global Dashboard

2

Joining your study as a new user

Enter the study name exactly as your CRO or sponsor study management team provided it. Then confirm that you don't have an active StudyWorks account.

  1. Enter the study name, then press Next.

  2. Select No to indicate you don't have an active StudyWorks account, then press Next.

Study name format

Study names in the Clario Portal may differ from your clinical protocol. For example, CLARIO-CL-191903 in your protocol might appear as CL-191903 - eCOA in the portal. The sponsor prefix is removed and eCOA is added after a space-hyphen-space.

Enter study name and confirm you are a new StudyWorks user

3

Choosing your role and site

Select the site user path, choose your StudyWorks role, then find and select your site before you submit the request.

  1. Select Site User.

  2. Choose your role from the list. Read more about what you can do with your role here.

  3. To filter the site list, enter keywords in Filter Text (or use the column filter next to All Columns).

  4. Press Apply.

  5. Select your site in the table.

  6. Press Submit Request.

Choose Site User role and select your site

4

Awaiting approval

After you submit, your request must be approved before you can open the study in StudyWorks.

Completing your request

The Clario Portal confirms that your request to join the study was placed successfully. Press Okay to dismiss the message and return to the Global Dashboard.

CRO or sponsor approval

Your CRO or sponsor study management team reviews and approves your request.

Not approved yet?

Contact your CRO or sponsor team for help. Clario's Customer Care team can't approve your request to join a study.

5

Accessing your study for the first time

After approval, log in and open the study from the Global Dashboard. StudyWorks opens to the Subjects page.

  1. Go to https://gsso.ert.com/idp, then log in.

  2. From the Global Dashboard, select your study from Select Study or Organization (up to five studies) or from Recently Accessed.

  3. Confirm that StudyWorks opens to the Subjects page.

Open your study from the Global Dashboard

Explore StudyWorks help

After you join, use eCOA Help to find guides for subjects, dashboards, data change requests, reports, and other StudyWorks workflows you'll use during the study.

Searching for your study

If your study isn't in Recently Accessed or the study selector list, learn how to filter the Global Dashboard by organization, study name, or protocol number and open the study from there.


Frequently asked questions

Why is there an error when I enter the study name?

Study names in the Clario Portal may differ from the name in your clinical protocol. For example, a study named CLARIO-CL-191903 in your protocol might appear as CL-191903 - eCOA in the portal. The sponsor prefix is removed and eCOA is added after a space-hyphen-space.

Enter the study name exactly as your CRO or sponsor study management team provides it.

Example of how an eCOA study name may appear in the Clario Portal