The planning meeting (10-15 min.) is the initial, high-level discussion about the study requirements. Attendees are the PI and any staff involved in setup (i.e., both customer and StudyTRAX staff).
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- Complete and return the data collection schedule (see Data Collection Schedule.doc)
- Communicate Learn what's needed for the Data Definition (see here)
- 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!
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