The planning This meeting is scheduled as soon as possible after the order form being sent to the customer. This is a brief (10-15 minutes) meeting between the PI and setup staff (i.e., both customer and StudyTRAX staff). The meeting centers around preparing for setup.
Client To-Do's List
- Complete and return the data collection schedule (see Data Collection Schedule.doc)
- Send us all available forms (or names of forms if not available)
Note Wait to create / further develop forms in a word processor (e.g., in MS Word) until after the planning meeting!
The main topics covered are:
Forms (i.e., CRFs, questionnaires)
- For StudyTRAX staff, learn about...
- What's planned for data collection and have any forms been created
- Customer sends forms for feedback and comparison with forms library
- Layout, look and feel issues
- What is / is not modifiable
- Which forms will be completed by subjects
- What's planned for data collection and have any forms been created
- For clients, learn about...
- Form factor (i.e., what size screens are anticipated, mobile → tablets → desktops)
Data Collection Schedule
...
- Visit schedule (e.g., baseline, week 1, week 2, etc.)
- Range around events
- Unplanned events (e.g., adverse events)
...
to finalize setup plans for your research project. Attendees include the PI and any staff involved in setup.
Prior To Meeting
- Complete the Study Survey
Agenda
Plan Setup
- Review requirements and any questions about Study Survey
- Review Studytrax feature set (see here).
- Determine which features to implement
- Plan and assign tasks
- Configuration setup (e.g., study visits)
- Testing plan