Page Comparison

Overview

Subject data entry in a project allows subjects to log in to enter data into a selected list of variable groups.

Required Role(s)

• Project Management
• Subject Administration

Steps

• Contact StudyTRAX Studytrax Support to import the latest portal
• Provide the following information
  • Will subjects be able to register for the study online?
    • Attribute on Portal Overview page: Allow Registration 
    • In the Subject Portal there will be a "Sign Up" button
  • Will the project have anonymous data entry?
    • Attribute on Portal Overview page:  Allow Anonymous Data Entry
    • In the Subject Portal there will be a "Enroll" button
  • Portal Name, which will display in the URL for subjects to access their portal:  https://stxportals.com/p/_PortalName_/ 
• Select the Project Variable Groups that subjects can enter
  • From the Project Overview page select the Variable Groups tab
  • Click on the variable group name
  • Select the Attributes tab
  • Check the box for Allow Subjects To Enter Data
  • Select Save and Return
• Identify the Encounter Variable Groups that subjects can enter
  • From the Project Overview page select the Intervals tab
  • Click on the interval name
  • Check On the Variable Groups tab, check the box under the column Entered by Subject Accessible for all variable groups a subject can enterClick the Save and Return toolbar button
• Set the Portal Options which control when subjects can view, create, and edit an encounter
  • Within each interval that has subject entered forms, select the Portal Options tab
  • View:  this setting will control how long subjects have read-only access to the forms marked as subject accessible
  • Create:  this setting will control if subjects can create a new encounter
  • Edit:  this setting will control how long subjects can edit the forms marked as subject accessible

• Assign the Subject Administration role to users

  Info
  The Subject Administration role allows users to set up and maintain an account for a subject

  
  

  • From the Project Overview page select the Users tab

  • Click on the username to assign a role or click on the add icon to add new users

    Info
    Users must already have an account set up in StudyTRAX to assign them a role within the project.  To add a user into StudyTRAX:  http://wiki.studytrax.com/display/STX/Add+User+to+StudyTRAX

    
    

  • Check the box for System Administration to add the role for all sites listed or check the specific site
  • Click the Save and Return toolbar button
• Enter a subject's Account Information

  • From the Subject Overview page

    select

    click Account to open the Account

    Information tab in the left panel

    Update window

    Tip
    This tab The Account link is only visible when the Enable Subject Login feature Portals feature is enabled in the project

    Access the Account Settings page to enter or edit a subject's account information by clicking on the configure icon Image Removed