Add Subject Data Entry

Owned by Mary Lukowski
Last updated: Oct 04, 2017
2 min read

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
    • On the Variable Groups tab, check the box under the column Subject Accessible for all variable groups a subject can enter
  • Set the Portal Options which control when subjects can view, create, and edit an encounter
    • Within each interval that has subject entered forms, select the Portal Options tab
    • View:  this setting will control how long subjects have read-only access to the forms marked as subject accessible
    • Create:  this setting will control if subjects can create a new encounter
    • Edit:  this setting will control how long subjects can edit the forms marked as subject accessible

  • 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 click Account to open the Account Update window

      The Account link is only visible when Enable Subject Portals feature is enabled in the project