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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

  • Complete and Return to Studytrax staff
    • "NewStudytraxStartup.xlsx" spreadsheet, up to the "Planning Meeting" tab
    • "DataDefintion.xlsx" spreadsheet, all tabs
      • Learn how to complete Data Definition spreadsheet here

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 Set Up 

      • Startup Spreadsheet.(sent to you)
        • Discuss and finalize requirements
          • Complete information on spreadsheet tabs through "Planning Meeting"
      • Data Definition Spreadsheet (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