Setup Process

Studytrax Setup Steps

• PI requests use of Studytrax (info@studytrax.com ; 800-620-1179)
  • If grant submission
    • Determine whether Studytrax fits the study / registry requirements 
    • If good fit:
      • A budget proposal and support letter are provided (see here)
      • When grant approved, Standard Setup Process is started
  • If study / registry ready to start, follow Standard Setup Process
• Standard Setup Process
  • Determine whether Studytrax fits the study / registry requirements
  • If good fit:
    • PI works with sales staff to complete order form and Statement of Work
    • Gather requirements
      • PI and PI's setup staff:
        • Complete Startup Survey 
          • The survey covers study-related requirements needs
          • Survey account information (Username and password) will be sent to those involved
        • Send Studytrax staff all available forms
      • Studytrax staff review requirements and forms, address questions as needed
      • Planning Meeting scheduled (learn more)
      • Implementation Meeting scheduled (learn more) 
    • Training and Site Onboarding
      • All users complete "Studytrax Basics" tutorials (see here)
      • Custom training materials created as needed
        • Workbench Report - accessible in Studytrax
        • Location in Studytrax ("Home" Page)
        • 
      • Example - National Emergency Airway Registry 
        •  
    • Training videos
      • Example - TARGET clinical trial - Treatments Against RA and Effects on FDG-PET/CT (website)
        •  Video training materials (see here)
      • Example: Training video for subjects (see here)