Add Subject Data Entry

Overview

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

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