The planning meeting is scheduled as soon as possible 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 StudyTRAX staff). The meeting centers around preparing for setup.
Client's To-Do's
- Complete and return the data collection schedule (see Data Collection Schedule.doc)
- Send us all available forms
Note Do not build forms (e.g., in MS Word) until after the planning meeting
The main topics covered are:
Forms (
...
i.
...
e.
...
, CRFs, questionnaires)
...
- For StudyTRAX staff, learn about...
- What's planned and been designed for data collection
- 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
- What's planned and been designed for data collection
- For the clients, learn about...
- 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)
- Visit schedule (e.g., baseline, week 1, week 2, etc.)
- Which forms are collected with each study event