Quick Start for Study Designers

Sign in to Clinical One.

Need help getting the product URL or your user name and password?

On the Home page, click the pencil button on the study you want to edit.

Below Draft, click the study version.

Along the top, make sure that Data Collection is selected.

To create a scheduled visit:

If you have no visits, in the Scheduled Visits sidebar, click Create Visit.

If you have one or more visits, in the upper right of the Scheduled Visits sidebar, click the + button.

Since you have to create visits before you can define the visit schedule, create the visits in the order they will be scheduled. For example, create Screening, Week 1, Week 2, and so on.

To create an unscheduled visit or event, in the Unscheduled Visits & Events sidebar, click the + button.

If you want to allow kit dispensation or dose changes during an unscheduled visit choose Unscheduled visit from the Type drop-down.

If you want to allow data collection on adverse events or concomitant medication, for example, choose Adverse Event from the Type drop-down.

Fill in the fields and click Save. To view tips for completing a field, click into the field or choose an option.

If scheduled, the new visit appears under Scheduled Visits. Unscheduled visits and events appear under Unscheduled Visits & Events and are not connected to the schedule.

Create additional visits as needed.

Read step-by-step help or watch training.

On the Home page, click the pencil button on the study you want to edit.

Below Draft, click the study version.

In Visits & Events, click the Add Schedule button above the visit you want to schedule.

The name of the visit you're scheduling appears next to Scheduled From near the top of the window.

Fill in the fields, and click Save. To view tips for completing a field, click into the field or choose an option.

The Add Schedule button in Visits & Events is replaced with the number of days between visits. Point to the text to view visit window details.

Schedule the remaining visits as needed.

Read step-by-step help or watch training.

On the Home page, click the pencil button on the study you want to edit.

Below Draft, click the study version.

Along the top, make sure Data Collection is selected.

Click Create Form. From the drop-down, select one of the three options:

To mark a form as repeating (that is, the form is used to collect multiple instances of the same data), in the Details pane, click the Repeating form toggle.

To mark a form as dynamic (that is, the form appears to site users only when the subject's answer to a question meets certain requirements), add a Show Form rule to the question that determines whether the dynamic form should appear. Read detailed instructions.

Create questions for the data you need to collect.

In the lower right of the form, click Save.

Create additional forms as needed.

Read step-by-step help for forms and questions or watch training.

On the Home page, click the pencil button on the study you want to edit.

Below Draft, click the study version.

Along the top, make sure that Data Collection is selected.

Drag each form from the left to the visit you want to add it to on the right.

Tip: You can add forms to visits in any order, but you'll save some time if you add forms in the order they should appear to site users.

Read step-by-step help or watch training.