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Overview

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

These steps apply to StudyTRAX version 3.3 or later

Required Role(s)

  • Project Management
  • Subject Administration

Steps

  • Contact 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 the box under the column Entered by Subject for all variable groups a subject can enter
    • Click the Save and Return toolbar button
  • Assign the Subject Administration role to users

    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

      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 the Account Information tab in the left panel

      This tab is only visible when the Subject Login 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

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