Determine Method of Subject Identification

Overview

All subjects in StudyTRAX must have a Reference ID that is unique across all projects.  Optionally, subject names and a Project ID can be used.  A Project ID must be unique within a project.

Required Role(s)

• Project Management 

Steps

 Click here to view things to consider.

1. Click the Projects main menu item
2. Click on the project name
3. Click the Edit Project toolbar button
4. Select the Identifying Subjects tab in the left panel
5. For each identifier select the Include and/or Exportable checkbox

   A Reference ID must be assigned to each subject thus there is no checkbox in the Include column for Reference ID

   
   

   Identifiers that are Exportable are available to select and export in a data set

6.  Specify the Project ID Generation if a Project ID is included and it is to be generated by StudyTRAX 
   1. To have StudyTRAX generate the Project ID enter a template 
      1. The SiteCode tag will add the subject's site code into the Project ID
      2. The Seq tag determines the number of digits in the numerical portion of the Project ID that is sequenced for each new subject
      3. Static text can be included anywhere within the Template
   2. To allow users to manually edit the automatically generated Project ID, the Allow Editing box must be checked
   3. To sequence the Project ID independently for each site, the Sequence By Site box must be checked
      1. In a mulit-site study, marking the checkbox for Sequence By Site will increment the ID based on the site (for example:  PI-Site1-0001, PI-Site1-0002, PI-Site2-0001, etc.)
      2. In a multi-site study, not marking the checkbox for Sequency By Site will increment the ID without taking into account the site (for example:  PI-Site1-0001, PI-Site1-0002, PI-Site2-0003)
         

         If the Sequence By Site box is checked, the Template must include the Site Code tag