Create a New Project

Overview

 This page describes how to create a new project in StudyTRAX.

Required Role(s)

• Project Management
  

Steps

1. Select Projects in the main menu
2. Click on the Add icon
3. Complete the Attributes tab
4. Complete the Custom Attributes tab

   The variables on the Custom Attributes tab are defined in System Setup

5. Complete the Identifying Subjects tab
6. Mark the project features on the Features tab
7. Optionally enter any global code on the Global Code tab
8. If Subject Login is enabled on the Features tab, the Welcome Email Template tab will display with an example template
9. If Subject Login is enabled on the Features tab, the Notification Email Template tab will display with an example template
10. Select Save and Return
11. Set up form on the Variable Groups tab
12. Set up the data collection schedule on the Intervals tab
13. As needed, create subject reports on the Report Templates tab
14. Assign users to roles on the Users tab

    Users must be set up in StudyTRAX to be assigned a role with the project.  Click here to see how to add additional users to StudyTRAX.