Settings tab

Transcript:

  • In the Settings tab, you can change your billing details, but you can also enable or disable features that you can use in your CRF.
  • Only users with Manage Settings right can access this tab
  • In the General section, you can make changes to the study name and id.
  • You can also provide the details for the main contact. This is the person users should communicate with regarding this study. 
  • Once you have built the study and are ready to collect the data, you will need to set the study to live.
  • When the study is not live, only users with Management rights can access it
  • It is also possible to add a logo to your study, which will appear in a study and surveys
  • To add a logo, click on the browse button and select the logo, then save the image.
  • The study properties are used to calculate the price of your study.
  • The invoice section is where you should enter all the billing details for this study, including the address that the invoice for the study will be sent to
  • If you have been given a billing code, select the Yes option in the billing code field
  • You can then add the billing code to the study.
  • In the GCP section, if the setting ‘confirm changes’ is set to Yes, study users will be required to enter a reason if trying to make changes to response data.
  • When the Monitoring module is enabled for the study, you can add additional data verification types to the study.
  • The most commonly used type is Source Data Verification
  • To add a new verification type, click on Manage verification types, add a verification and enter the name of the new verification you’d like to add.
  • You can also edit or remove verification types. 
  • The Record IDs dropdown allows you to choose the preferred record id format using predefined options.
  • You can also create your own pattern by selecting the Custom definition option
  • Select components for the record ID pattern, such as institute abbreviation and incremental number
  • Click Save in this window and in the Settings to save and apply your custom record id pattern
  • If you enable clear inapplicable child fields, fields that are dependent on the value of a parent field will be automatically deleted if the value of the original field is changed
  • This ensures that you have a clean dataset
  • Beta feature includes automation engine which you can enable
  • Custom columns allow to show specific variable values in the Record overview
  • Click on Manage custom columns
  • Click on 'Add column', and select the variable you want to display in the column 
  • Open the Records tab
  • Click on the arrow next to any column title and select the newly added column in the Columns section
  • Note: Since the last release, it’s now possible to set up a signature statement. This statement is presented to the user when applying a signature. By signing the phase or step, the user declares what is written in the signature. After the study has gone live, it is no longer possible to edit the signature. 
  • Users are now asked to provide email and password the first time they sign a step or phase during their session. After the first signature, only password is required. Signatures are now visible on the steps when printing a record and the option to unsign a phase/step has been added to the phase/step options.