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Study Home

Overview of the Study Home page — your central hub for navigating study design, subjects, installed apps, and the event/CRF matrix.

Last updated: 04/14/2026

Overview

The Study Home page is the central hub for a specific study. It provides a high-level summary of study progress, quick access to all study building blocks, a list of installed apps, and an event/CRF matrix.

URL: https://[instance]/home/study/[studyId]


Study Header

At the top of the page, the study header shows:

ElementDescription
Study nameThe name of the study (e.g., "Dung dev")
Study typeThe study type (e.g., EDC)
Status badgeCurrent status: Design, Available, or Frozen
Change StatusButton to transition the study between statuses
Status noteA reminder that configuration requires the study to be in Design status

Action Buttons

ButtonDescription
Study OverviewNavigate to the study overview page (/home/study/[studyId]/overview)
Go to StudyOpen the live study workspace (/study/[studyId])
DesignSwitch to the design/build view
StatisticsView study statistics and metrics

Study Summary Widgets

Six quick-access stat cards show key study metrics with links to the corresponding management pages:

WidgetCountLink
SitesNumber of sites/home/study/[studyId]/build/sites
UsersNumber of users/home/study/[studyId]/build/users
EventsNumber of study events/home/study/[studyId]/build/events
CRFsNumber of case report forms/home/study/[studyId]/build/crfs
RulesNumber of rules configured/home/study/[studyId]/build/rules
Group ClassesNumber of study group classes/home/study/[studyId]/build/study-group-classes
SubjectsNumber of enrolled subjects/study/[studyId]/subject

Click any widget to navigate directly to that management page.


Installed Apps

The Installed Apps section lists all applications enabled for the study, with a count shown in the heading (e.g., "(12)"). Each app card shows:

  • App icon
  • App name (linked to the app's page)
  • Short description
  • About button for additional details

Available Apps

AppDescriptionLink Pattern
Data CaptureCapture data seamlessly across desktops, tablets, and smartphones/study/[studyId]/subject
Form BuilderStreamlined CRF design with drag-and-drop components/apps/formbuilder
IMPManage Investigational Medicine Products — supply, warehouse, inventory, delivery, allocation/study/[studyId]/apps/imp
Medical CodingFast, accurate medical coding for verbatim terms/study/[studyId]/apps/medical-coding
MobileEnable study access from native Android and iOS apps/home/study/[studyId]/apps/mobile
Pre-Screening and eConsentStreamline participant enrollment and digital consent/study/[studyId]/apps/screening
QueriesManage Annotations, Reason for Change, Failed Validation, and Query types/study/[studyId]/query
RandomizationRandomize subjects within a CRF with auto-generated drug/randomization codes/study/[studyId]/apps/randomization
Rule StudioReal-time edit check rules without programming/apps/rule-studio
SDVSource Data Verification at CRF or field level/study/[studyId]/sdv
SignatureElectronic signature for CRF, Event, and Subject/study/[studyId]/signature
SurveyPatient/clinician surveys via web or mobile/study/[studyId]/apps/surveys/participant-surveys

Event and CRF Matrix

The Event and CRF Matrix at the bottom of the page provides a cross-reference table showing which CRFs are assigned to which events.

Matrix Structure

DimensionDescription
Rows (Form)Each row is a CRF/form in the study
Columns (Visit/Event)Each column is a study event
Cell with iconThe CRF is assigned to that event — click to go to the event CRF editor
Cell with --The CRF is not assigned to that event

Example

FormEvent 1Event AIEvent 3Test 2 Event
Thanks for your patience
Test AI
Thông tin cá nhân
CRF Test
MC
Signature

Click a CRF name to open it in Form Builder. Click a cell icon to go directly to the event's CRF editor.


Study Statuses

StatusDescription
DesignStudy is being configured. All settings and app configurations are editable.
AvailableStudy is live for data entry. Configuration is locked (read-only).
FrozenStudy data is frozen; no new entries or changes allowed.
note

To edit study configuration, app settings, or the event/CRF matrix, the study must be in Design status. Use the Change Status button to switch back to Design when needed.