Joining an eCOA study

The instructions that follow are specific to a Site User (i.e., Principal Investigator, Sub-Principal Investigator, Site Study Coordinator) that does not have an existing StudyWorks account.

1. Click No and then Next.

2. Click Site User.

3. Click the drop-down arrow next to Select an option and then select the most suitable role.

4. Select the site you want to join by clicking on the row that displays your site's information and then press Submit Request.

5. Press Okay to dismiss the Success message. You will be redirected back to the Global Dashboard.

6. You'll receive an email that confirms your request to join a study is under consideration.

7. You'll receive a second email notification once your access request is approved. Click the Click Here link. The Clario Global Account login page will launch. You can now login to your account and access the study for which you were just approved.

The instructions that follow are specific to a Site User (i.e., Principal Investigator, Sub-Principal Investigator, Site Study Coordinator) that has an existing StudyWorks account.

These instructions pick up from when you entered the Study Name.

1. Click Yes.

2. The previous screen will expand and you'll now need to enter your User Name and Password for your existing StudyWorks account. Then press Link Account.

3. Click Yes to complete this process and be brought back to the Clario Global Dashboard.

4. You'll receive an email that confirms your request to join a study is under consideration.

5. You'll receive a second email notification once your access request is approved. Click the Click Here link. The Clario Global Account login page will launch. You can now login to your account and access the study for which you were just approved.

The instructions that follow are specific to a Sponsor/CRO User (i.e., Sponsor Project Manager, Sponsor Data Manager, CRO Project Manager, etc.) that does not have an existing StudyWorks account.

These instructions pick up from when you entered the Study Name.

1. Click No and then Next.

2. Click Sponsor / CRO User.

3. Click the drop-down arrow next to Select an option and then select the most suitable Role.

4. Click the drop-down arrow next to Select an option and then select the most suitable Domain.

5. Click Next.

6. Enter your contact information by responding to each mandatory field. Mandatory fields show a red asterisk (*) next to the field title (e.g., Address *).

7. Click Submit Request.

8. Press Okay to dismiss the Success message. You will be redirected back to the Global Dashboard.

9. You'll receive an email that confirms your request to join a study is under consideration.

10. You'll receive a second email notification once your access request is approved. Click the Click Here link. The Clario Global Account login page will launch. You can now login to your account and access the study for which you were just approved.

The instructions that follow are specific to a Sponsor or CRO User (i.e., Sponsor Project Manager, Sponsor Data Manager, CRO Project Manager, etc.) that has an existing StudyWorks account.

These instructions pick up from when you entered the Study Name.

1. Click Sponsor / CRO User.

2. Click the drop-down arrow next to Select an option and then select the most suitable role.

3. Click the drop-down arrow next to Select an option and then select the most suitable domain.

4. Click Submit Request.

5. Press Okay to dismiss the Success message. You will be redirected back to the Global Dashboard.

6. You'll receive an email that confirms your request to join a study is under consideration.

7. You'll receive a second email notification once your access request is approved. Click the Click Here link. The Clario Global Account login page will launch. You can now login to your account and access the study for which you were just approved.

1. As shown on the screen, fields that are marked with an asterisk (*) are Mandatory Fields. They must be filled in. If you click outside of the field when it is not completed, the text box outline will turn red and an error message will appear (e.g., "This field is required."). Simply click inside the text box and enter your response to clear the error message.

2. You may encounter an error message that states your StudyWorks account is disabled because you entered the incorrect password. Contact Clario's Customer Care team to re-enable your StudyWorks account. Then continue with the Join a Study process to finish linking your product account.

3. If you enter incorrect user credentials, then you will receive an error message such as the one outlined here. We recommend you to re-enter both your user name and password, then press Link Account for a second time.

4. If your product account is already linked to your Clario Global Account, then you will receive an error message such as the one outlined here. There is no additional action to take to link your accounts. Press the Back button to exit the message screen.