To take advantage of the eISF eBinder tools, an administrator must do the following:

1. Create a study

An administrator can create a study in one of the following ways:

• Follow the Create a Study instructions in the Study Tracking section.
• From the eBinder Study Selector, use the Quick Create tool (+ Create).

2. Create study components records

Many documents include fields requiring study component information (individuals, organizations, products, etc.). For example, a profile document must be associated with an individual’s record or a lab certification must be associated with the lab’s organization record. Creating component records as early as possible can save you time during the document upload process.

In the Administration tab, administrators maintain lists of component records that are not study-specific. The components in these lists can then be associated with one or more studies.

If the administrator is already working in a study and wants to quickly create a non-study-specific record to associate with the study without navigating away, Quick Create options are often available by selecting + Create in the component field dropdown menu. This provides the option to quickly create the administrative record to associate with the study.