Each new study version brings helpful improvements—like added languages, updated questionnaires, and fixes for bugs or issues from earlier versions. Staying up to date ensures your device works smoothly and supports the latest study needs.
Most updates can be done right from your device, and we’ll guide you through it step by step.
Before You Begin
Check Your Battery
Device should be above 5% charge.
Stay Connected
Use a strong Wi-Fi or mobile data connection.
Don’t Use the App During Update
Pause data collection before updating.
Device Updates for China Sites
Updates may take longer; keep device powered and connected for 24 hours.
Choose Your Device
Clario Handhelds
Prefer a smaller device? Clario handhelds are lightweight, portable, and designed for on-the-go data entry and study participation.
Clario Tablets
Use a Clario-provided tablet for your study activities. Tablets are pre-configured for easy setup and reliable performance throughout your clinical trial.
Your Own Smartphone
Use your personal smartphone to access study materials and complete tasks. Enjoy the convenience of participating from your own device.
Verifying and Updating Your Software
Select Your Device Management App
Your device will use one of three device management apps: Airwatch, Catalog, or SOTI. Each app can be found on your device's home screen along with your Clario app.
Checking Your Software Version with AirWatch AgentClario will occasionally release software updates for your eCOA handheld device. These updates are automatically sent to your device when it's connected to the internet. You don’t need to manually download anything — just follow the steps below to confirm your device is up to date.
Open AirWatch Agent: Launch the app and tap This Device.
Check the Installed Version: Scroll down and tap Managed Apps. Look for the version number — it should follow this format: Core Version + Build Number (e.g., 2.8.1 + 0120 = 2.8.10120).
Update if Needed: If the version doesn’t match what you expect, tap Sync Device to manually trigger the update. Make sure your device is connected to a strong Wi-Fi or mobile data network.
Confirm Installation: After updating, check that the correct version number is now installed.
Check All Devices: Even devices not currently in use should be updated before being given to study participants.
Checking Your Software Version with the Catalog AppClario will occasionally release software updates for your eCOA handheld device. These updates are automatically sent to your device when it's connected to the internet. You don’t need to manually download anything — just follow the steps below to confirm your device is up to date.
Open the Catalog App: Launch the Hub module on your device and open the Catalog App.
Check the Installed Version: Look for the version number of the app. It should follow this format: Core Version + Build Number (e.g., 2.8.1 + 0120 = 2.8.10120).
Update if Needed: If the version number doesn’t match what you expect, tap Update to begin the download. Make sure your device is connected to a strong Wi-Fi or mobile data network.
Confirm Installation: After updating, check that the correct version number is now installed.
Check All Devices: Even devices not currently in use should be updated before being given to study participants.
Checking Your Software Version with the Soti AppClario will occasionally release software updates for your eCOA handheld device. These updates are automatically sent to your device when it's connected to the internet. You don’t need to manually download anything — just follow the steps below to confirm your device is up to date.
Open the Soti Hub: Make sure the device is switched on, charged, and connected to a strong Wi-Fi or mobile data network. Then launch the Hub module.
Go to Profiles: Tap the Profiles ribbon, then select Configuration.
Select the Study App: Under the configuration profiles, tap the Study App to view the installed version.
Check the Installed Version: Look for the version number of the app. It should follow this format: Core Version + Build Number (e.g., 2.8.1 + 0120 = 2.8.10120).
Wait if Needed: If the version number doesn’t match, leave the device connected to Wi-Fi. It will automatically sync and update every 30 minutes.
Check All Devices: Even devices not currently in use should be updated before being given to study participants.
Select Your Device Management App
Your tablet will use one of three device management apps: Airwatch, Catalog, or SOTI. Each app can be found on your device's home screen along with your Clario app.
Applicable Devices for AirWatch Setup
Lenovo K10 (China variant)
Lenovo Yoga Book
Samsung Tab A (China variant)
Samsung Tab A7 (China variant)
Checking Your Software Version with the AirWatch AgentYour eCOA tablet automatically receives software updates when it’s connected to the internet. You don’t need to install anything manually — just follow these steps to confirm your device is up to date:
Turn on and Connect: Make sure the tablet is switched on, charged, and connected to a strong Wi-Fi or mobile data network.
Open the AirWatch Agent: Tap the AirWatch Agent icon on your home screen.
Go to This Device: On the Account screen, tap This Device.
Open Manage Apps: Tap Manage Apps to view the installed applications.
Check the Version Number: Look for the Study Build Version. It should follow this format: Core Version + Build Number (e.g., 2.8.0 + 0515 = 2.8.00515).
Syncing Your DeviceIf the version doesn’t look right, the update may not have installed. Here’s how to sync your device:
Sync the Device: Scroll down and tap Sync Device in the bottom left corner. This will start the update. Make sure the tablet is charged and connected to the internet.
Confirm the Update: After syncing, repeat the steps above to check that the correct version is now installed.
Applicable Devices for Catalog App Setup
Huawei T5
Lenovo K10
Samsung Tab A
Samsung Tab A7
Checking Your Software Version with the Catalog AppYour eCOA tablet receives software updates automatically when it’s connected to the internet. You don’t need to install anything manually — just follow these steps to make sure your device has the latest version:
Turn on and Connect: Make sure your tablet is powered on, charged, and connected to a strong Wi-Fi or mobile network.
Open the Hub App: Tap the Hub icon on your home screen.
Go to Your Account: In the Hub app, tap your account icon to open your account menu. It will look like this:
Open the Apps Menu: In your account, tap This Device.
View Managed Apps: Tap Managed Apps to view the installed applications.
Check the Version Number: Find the Study App. It will appear next to a Clario or ERT icon, depending on when your study began. The version should follow this format: Core Version + Build Number (e.g., 2.8.0 + 0515 = 2.8.00515).
Syncing Your DeviceIf the version doesn’t look right, the update may not have installed. Here’s how to sync your device:
Sync the Device: Tap the back arrow, scroll down, and tap Sync Device in the bottom left corner. This will start the update. Make sure the tablet is charged and connected to the internet.
Confirm the Update: After syncing, repeat the steps above to check that the correct version is now installed.
Applicable Devices for SOTI App SetupIf your study started in 2024 or later, then these instructions apply to you.
Checking Your Software Version with the SOTI AppYour eCOA tablet updates automatically when it’s online — no need to install anything manually. Just follow these steps to check your current software version:
Power Up and Connect: Make sure your tablet is powered on, charged, and connected to a strong Wi-Fi or mobile network.
Open the Hub Module: Launch the Hub app from your home screen.
Go to Profiles: Tap the Profiles ribbon, then select Configuration.
Select the Study App: Under the configuration profiles, tap the Study App to view the installed version.
Check the Version Number: The version should follow this format: Core Version + Build Number (e.g., 2.8.0 + 0515 = 2.8.00515).
Syncing Your DeviceIf the version doesn’t look right, the update may not have installed. Here’s how to sync your device:
Check Back Later: Leave the device connected to Wi-Fi. It will automatically sync and update every 30 minutes.
Confirm the Update: After syncing, repeat the steps above to check that the correct version is now installed.
Updating Your Clario App on Your Smartphone
Your Clario app gets automatic updates from time to time to make sure everything runs smoothly and securely. As long as your device is connected to the internet and automatic updates are turned on, you don’t need to do a thing — updates will install on their own.
If you ever need to install an update manually, just follow these steps:
Open the App Store: Ask the participant to unlock their device and open the app store.
Locate the App: Refer to your study-specific training to find the app name. Then, provide this app name to the participant so they can search for it on their smartphone.
Install the App: Ask the participant to authorize installation of the app and follow any prompts to complete the download.
Start the App: Close the store, go to your installed apps, and select the study app. Ensure the participant knows where to find it.
Important: When you open the app for the first time, your device might ask for a couple of permissions:
Camera access – so you can scan the QR code.
Battery optimization – to let the app run smoothly in the background.
Just tap Allow or While using the app when prompted. This helps everything work as it should!
