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The planning meeting is scheduled as soon as possible following after the order form being sent to the customer.  This is a brief (10-15 minutes) meeting between the PI and setup staff (i.e., both customer and ScienceTRAXStudyTRAX staff).  The topics covered center meeting centers around preparing for setup.  The main topics covered are:

...

  • Forms (a.k.a., CRFs, questionnaires)  
    • For StudyTRAX staff, learn about...
      • Learn what's been designed
        • Customer sends forms for feedback and comparison with forms library
      • Layout, look and feel issues
      • What is / is not modifiable
      • Which forms will be completed by subjects
    • For the clients, learn about...
      • Standard form design (here)
        • Custom layouts (here
      • What's needed in the data definition (here)
    • Form factor (i.e., what size screens are anticipated, mobile → tablets → desktops) 
  • Data Collection Schedule
    • Timing of study events
      • Visit schedule (e.g., baseline, week 1, week 2, etc.)
        • Range around events 
      • Unplanned events (e.g., adverse events)
    •  Which forms are collected with each study event