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Procedure Contact:  Budget Manager

Topic:  For the anticipated studystudyXXXXXX, create the associated Setup fees using the Administrative Setup Project.

Step 1#1:  Determine if this study is associated with an existing sponsor in the system, or, if a new sponsor must be created.

Step 2#2:  Create the Study Setup Fees

Topic:  Create a Budget for the anticipated study using the Master Budget Template spreadsheet.  See Example Budget Spreadsheet(put in link to spreadsheet)

Step #1:  Open the latest YYYYMMDD_Master Budget Template.xls spreadsheet, Rename and Save As StudyXXXXXX.xls.

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Procedure Contact:  Study Administrator

Topic:  Upon receipt of the StudyXXXXXX.xls spreadsheet, Create a new study utilizing the financial component.

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Step #5:  Review the Unstructured Event Encounter

Next actions:  [ The Study Administrator is now ready to confirm with the Budget Manager that the Master Budget Template has been modified in StudyTRAX according to the StudyXXXXXX.xls spreadsheet template.   The financial components for this study have been implemented ]

  • At this point, the study can be developed with the appropriate CRF's as normal.  Patients can be enrolled into the study per the protocol.

NOTE:  As the study proceeds, when necessary, adjustments to the study pricing at any one subject encounter can be accomplished.