Before you start:
A user must have ‘Site Admin’ rights in order to create participants. Please note that users with the ‘Study Admin’ rights will not be able to create participants.
Adding a participant
To create a new participant in your study, follow the steps below:
- Navigate to the ‘Participants’ listing
- Click on the ‘Add participant’ button
- On the ‘Add participant’ screen, fill out the details:
- Screening ID: will be automatically generated if the study settings are set to generate automatically. Otherwise, enter a participant ID.
- Site: choose a site where a participant should be created.
- Language: specify the language.
- Consent method: choose the applicable consent method (Electronic or Paper - user uploads a signed paper form).
- Participant email address: if you wish to send an invitation to a participant, add their email address. Skip this field if no notification should be sent.
- Send an invitation to participant? Set this option to ‘Yes’ if you want to send an email invitation, or ‘No’ to skip it. If sent, the participant will receive an email and can sign the form electronically.
- Assign documents: select the documents you want to assign. Multiple documents can be assigned to one participant.
- Once ready, click the ‘Add participant’ button to save.
If you only have rights for one site or one consent form, those fields will be automatically populated.
Clicking ‘Cancel’ will discard the changes and return to the ‘Participants’ listing.