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
