This meeting is to finalize setup plans for your research project. Attendees include the PI and any staff involved in setup. Prior to the meeting, complete and return the study startup-related information spreadsheets.
Preparation To-Do's List
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- Complete the "NewStudytraxStartup.xlsx" spreadsheet
- Complete the "DataDictionary.xlsx" spreadsheet
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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
Getting Organized
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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).
Finalize What Is To Be Set Up
- 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