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Get Started Overview

Overview

Last updated: 04/14/2026

Overview​

ClinicalDataS is a platform for managing clinical study operations, data capture, and study workflows in one place. After signing in, users can review assigned work, open study workspaces, and move between system-level and study-level areas from a consistent navigation header.

This page introduces the main navigation concepts so new users can quickly understand where to go first.

New to ClinicalDataS? Start Here​

If you are setting up a new study for the first time, follow this recommended path:

  1. Create a new study — Enter study name, protocol ID, sponsor, and dates.
  2. Configure study parameters — Set subject ID format, date format, and event parameters.
  3. Create sites — Add participating research sites.
  4. Create visit events — Define the visit schedule (Screening, Baseline, Follow-up, etc.).
  5. Install apps — Enable the modules needed for your study (Form Builder, Randomization, Rule Studio, etc.).
  6. Configure Randomization — Set up blinding, algorithm, and treatment arms.
  7. Create Subject Group Classes — Define treatment arm codes for randomization.
  8. Add study users — Assign investigators, CRCs, and monitors.
  9. Build CRFs in Form Builder — Design data capture forms.
  10. Create rules in Rule Studio — Add auto-calculations, validations, and edit checks.
  11. Go Live — Transition the study to Production when setup is complete.

Header Navigation​

Use the header menu at the top of the page to move between key areas:

  • Home: Opens your personal landing page (My Page).
  • Administrations: Opens administrative areas such as study and user management.
  • System Settings: Opens platform-level configuration areas.
  • All Tasks: Opens the broader task list view.

The user menu in the top-right corner provides profile/session actions and context for the role you are currently using.

Header navigation menu

My Tasks​

My Tasks shows work assigned to you or requiring your attention.

Use this section to:

  • See what needs action now
  • Open task targets directly (for example, subject or query links)
  • Track task details such as study, site, type, and created date

For most users, this is the first place to review daily priorities.

My Tasks section

Current Study​

Current Study is the latest study that you are currently working on.

Use this section to:

  • Continue work in your active study
  • Open Go to Study Home to return to the study workspace
  • Access quick shortcuts for sites, events, CRFs, users, subjects, and applications

Current Study section

Other Studies​

Other studies lists studies that are assigned to you and available to access.

Use this section to:

  • Switch from your current study to another assigned study
  • Review high-level study status and summary counters before opening it

Other Studies section

Learn More​

  • My Page — Review tasks, open your current study, and switch to other studies
  • Study Setup Guide — Comprehensive setup flow for a new study