Study management: create, approve, edit and delete a study

Create a new study

To create a new study, select “Studies” on the sidebar navigation, and then “Create Study”.

Here you can name your study, select an acronym and add a short description for your study.

Note

The items detailed with “*” are mandatory when creating a study.

Warning

Avoid the use of special characters (for example, *, $, &, etc) when creating a study acronym, as it can affect some features on IDEAL (for example the viewing of the Appointment Schedules) - this is a known issue we are trying to fix.

A test study named “Test01” was created here as an example, as shown below.

_images/StudyTestCreated.png

Please select the:

  • “Authorized users”, who will be able to edit and manage patients from a study, but will not be able to edit the study.

  • “Local responsible operators”, who will be able to manage users and edit the study. “Local responsible operators” can also manage patients.

_images/UsersStudySelect.png

Note

To select multiple users, please use the CTRL + left click button.

You can now click to save and create your study. Your study can now be seen in the “Studies” area, as seen below:

_images/WaitForSuperuser.png

Now, your study needs to be approved by the Superuser. Check the next section to understand how to Approve a new study.

Approve a new study

When logged in as Superuser, you will find the study to be approved in your “Dashboard”:

_images/StudyApprovalSuperuser.png

Click on the “✓” to approve the study. Your study is then approved.

Warning

Only the IDEAL Superuser can approve the study. Until then, it is not possible to either import or add patients to the study.

Edit a study

If you are an IDEAL Manager or Superuser (see IDEAL Users - types and permissions for more information), you have the right to edit a study by selecting this icon, on your “Dashboard” or “Studies”>”Create Study”:

_images/EditStudy.png

Warning

Any change on a Study will require re-approval from a Superuser.

Note

Hovering with the mouse over the icons will show you their functions.

Delete a study

An IDEAL manager can delete a study before it has been approved by a Superuser. After the study has been approved, only the Superuser has the right to delete the study.

To delete a study just navigate to your “Dashboard” and select the appropriate icon as shown below:

_images/DeleteStudy.png

A message will appear for you to confirm this action.