Study Overview

The Study Overview page provides a read-only summary of all study configuration settings. It is accessible from the study home page and gives a consolidated snapshot of the study's design, parameters, event structure, and installed app settings.

Path: Home → Study Name → Study Overview

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Study Stages

The study workspace has three operational stages: Design, Available (Production), and Locked.

Design Stage

In Design mode, Study Administrators can prepare and structure the study before it goes live:

• Activate and configure the applications needed for the study
• Access a central dashboard for build progress and setup shortcuts
• Manage study definition components such as events, CRFs, sites, users, and rules

Available (Production) Stage

In Available mode, teams move into live study operations and monitoring:

• Review study statistics and operational KPIs
• Access overview metrics for Subjects, Events, CRFs, Rules, and Group Classes
• Navigate quickly to operational apps such as Subjects, Queries, and other study apps
• Monitor subject-level event/CRF progress via the Subjects area

Going Live

When the study is ready for actual subject enrollment, you Go Live from the study home page. This transitions the study from Design to Production (Available) status.

1. Open the study home page.

2. Click the Go Live button.

3. Choose how to handle any existing test data:

   Option	Description
   Keep all current data	Move to production without deleting any test data. Safest option if testing data should be preserved.
   Delete subject data only	Remove all test subjects and their data, but keep study configuration. Use this to start fresh after completing setup validation.
   Delete all data	Remove all test data including configuration snapshots. Full clean slate.

4. Click I understand and Go Live.

5. The status badge changes from Design to Production.

⚠️ Go Live is not easily reversible. Once the study enters Production status, all data entry is treated as real clinical data. Ensure all CRFs, rules, events, sites, and randomization settings are fully validated before going live.

Tip: Run a full end-to-end test with a test subject (create → screen → randomize → data entry) before going live. This validates the CRF flow, rules, and randomization all work correctly together.

Study Information

The top section displays core study metadata:

Field	Description
Study Name	The full name of the study
Brief Summary	A short description of the study
Unique Protocol ID	The unique identifier for the study protocol
Principal Investigator	Name of the lead investigator
Created On	The date the study was created
Sponsor	The sponsoring organization
Study Type	E.g., Phase I/II, Phase III
Protocol Type	E.g., Interventional, Observational
Expected Enrollment	Target number of subjects
Start Date	Planned study start date
Completion Date	Planned study completion date
Status	Current status (e.g., Available, Draft, Locked)

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Facility Information

Lists the facility details associated with the study:

Field	Description
Facility Name	Name of the research facility
City	City where the facility is located
State	State/province
ZIP	Postal code
Country	Country
Contact Name	Primary facility contact
Degree	Contact's credentials/degree
Phone	Contact phone number
Email	Contact email address

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Study Parameter Configuration

Subject Parameters

Defines how subjects are identified within the study:

Field	Description
Subject ID Generation	Whether the ID is auto-generated or manually entered
Editable	Whether the subject ID can be edited after creation
Prefix	Prefix for the subject ID (e.g., SiteID)
Separator	Character separating prefix from number (e.g., -)
Digits	Number of numeric digits in the ID
Label	Display label for the subject identifier
Collect Enrollment Date	Whether enrollment date is required

Data Entry Parameters

Controls how data entry sessions are configured:

Field	Description
Interviewer Name	Whether the interviewer's name is collected
Interview Date	Whether the interview date is recorded
Timed Counting	Whether data entry is timed
Partial Data Entry	Whether partial data submissions are allowed

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Study Event Definitions

Lists all events defined in the study, including:

• Event Name
• Status
• Type (e.g., Scheduled Event)
• CRFs assigned to the event

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Apps Settings

Displays the configuration of installed study apps. For example:

Randomization

Setting	Value
Blind Type	Single Blind
Design	Permuted Block Design
Study Groups	e.g., L1 (code=1, weight=1), L2 (code=2, weight=1)
Block Size	e.g., 2
Generate At	Real-time
Randomization Event	The event where randomization occurs
Position	Position within the event (e.g., At first position)

SDV

Setting	Value
Allow SDV when Queries Open	Yes / No
Allow SDV when CRF not Verified	Yes / No

Note: This page is read-only. To modify any of these settings, use the respective configuration pages within the study setup or app settings.