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The planning meeting 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). 

Client To-Do's List

• Complete and return the data collection schedule (see Data Collection Schedule.doc) Provide information about your research project
  • Complete the "NewStudytraxStartup.xlsx" spreadsheet
  • Complete the "DataDictionary.xlsx" spreadsheet
    • Learn what's needed for the Data Definition (see here)
• Send Studytrax staff all available forms (or names of forms if not available)

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    Note
    Wait to create / further develop forms (e.g., using MS Word) until after the planning meeting!

    
    

Agenda

Overview of

...

Studytrax Features

• Learn about the main features and configuration options (see here).

Forms (i.e., CRFs, questionnaires) 

• For StudyTRAX staff, learn about...
  • What's planned 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
• For clients, learn about...

 Firm Up Your Research Project 

• Startup Document.(sent to you)
  • Discuss and finalize requirements
    • Complete information on spreadsheet tabs through "Planning Meeting"
• Data Definition Document (sent to you)
  • Discuss and finalize data definition
    • Complete the data definition tab for each form/CRF 
      • How to communicate the data definition (see here
    )
  • What's needed in the data definition
• 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
• See Data Collection Schedule.doc 
  • Example
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