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
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To-Do's List
- Complete and return the data collection schedule (see Data Collection Schedule.doc)
- Send us all available forms (or names of forms if not available)
Note Do not build forms Wait to create / further develop forms in a word processor (e.g., in MS Word) until after the planning meeting meeting!
The main topics covered are:
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- For StudyTRAX staff, learn about...
- What's planned and been designed for data collectionplanned for data collection and have any forms been created
- 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 collectionplanned for data collection and have any forms been created
- For the clients, learn about...
- Form factor (i.e., what size screens are anticipated, mobile → tablets → desktops)
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