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 New button in the toolbar
  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. Select Save and Return
  9. Set up forms on the Variable Groups tab
  10. Set up the data collection schedule on the Intervals tab
  11. As needed, create subject reports on the Report Templates tab
  12. 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.