The planning meeting is the initial, high-level discussion about the study requirements. Attendees are This meeting is to finalize setup plans for your research project. Attendees include the PI and any staff involved in setup (i.e., both customer and Studytrax staff).
Client To-Do's List
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- Complete the "NewStudytraxStartup.xlsx" spreadsheet
- Complete the "DataDictionary.xlsx" spreadsheet
- Learn what's needed for the Data Definition (see here)
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| Note |
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| Wait to create / further develop forms (e.g., using MS Word) until after the planning meeting! |
Agenda
Overview of Studytrax Features
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Prior To Meeting
- Complete the Study Survey
Agenda
Plan Setup
- Review requirements and any questions about Study Survey
- Review Studytrax feature set (see here).
Firm Up Your Research Project
- Startup Document.(sent to you)
- Discuss and finalize requirements
- Complete information on spreadsheet tabs through "Planning Meeting"
- Discuss and finalize requirements
- Data Definition Document (sent to you)
- Discuss and finalize data definitionComplete the data definition tab for each form/CRF How to communicate the data definition (see here)Determine which features to implement
- Plan and assign tasks
- Configuration setup (e.g., study visits)
- Testing plan