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 spreadsheet.
Preparation To-Do's List
- Provide information about your research project
- Complete the "NewStudytraxStartup.xlsx" spreadsheet through the Planning Meeting tab
- Send Studytrax staff all available forms (or names of forms if not available)
- Complete the "DataDictionary.xlsx" spreadsheet
Agenda
Getting Organized
...
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