The planning meeting (10-15 min.) is the initial, high-level meeting discussion about the study requirements. Attendees includes Attendees are the PI and any staff involved in setup (i.e., both customer and StudyTRAX staff). The meeting centers around preparing for setup.
Client To-Do's List
- Complete and return the data collection schedule (see Data Collection Schedule.doc)
- Send us Communicate the Data Definition (see below)
- Send Studytrax staff all available forms (or names of forms if not available)
Note Wait to create / further develop forms (e.g., using MS Word) until after the planning meeting!
...
Communicating the Data Definition
Ensuring the data definition is accurately communicated to setup staff is a key issue.
Use A Spreadsheet
Document your data definition using the spreadsheet here.
Mark It UP
Forms list out the data definition, not just the layout.
Example Marked Up Form
Keep It Simple
Forms should use the cleanest, simplest layout possible. Standard practice is to use one-row-per-variable (examples here).
Leverage Visual Validation
A form's spatial and visual layout can be it's most important validation (see examples here).
Forms (i.e., CRFs, questionnaires)
...