Study Tracking

Track all of your studies' teams, vendors, and participants

Add a Product to a Study

Who can complete this task?
  • Site Administrators

Complete the following steps to create a Study Product:

  1. Navigate to the Studies tab.
  2. Locate and select the study from the Study Identifier column.
  3. Expand the Products (IP, Devices, etc.) section.
  4. Select the Create button.
  5. Complete the Product Role field.
  6. Complete the Product field.
    • If the product is not available in the Product list, select + Create Product
    • Complete the Name field
    • Complete the Product Sharing field
    • Choosing ‘All’ (recommended) will allow this product to be re-used across all sites and studies within your Research Organization (if applicable). Choosing ‘Current’ will limit use of this product to your currently selected site.
    • Select Save to complete the process of creating the Product.
  7. Select Save to complete the process of creating the Study Product.
  8. If appropriate, from the Workflow Actions menu, change the Study Product to Active.