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Subjects are initially enrolled in a study registered from the Subject Manager screen, accessible from the main navigation menu

Depending on the study, subject IDs are either automatically generated or manually entered. This and the format of the profile ID will depend on the study design.  In this example, the system will auto-displays an option to generate a new subject profile IDSubject ID, but some studies may do that automatically when a subject is added.

TrialKit Web (Browser)

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Follow these steps for the desktop or mobile app: 

  1. Select the link to generate a new profile ID (desktop). The mobile app will create the profile ID automatically by tapping "Add New Subject". To manually enter a subject ID, simply type it in the text box. Different studies may have this configured differently to prevent manual entry or omit the auto-generated link altogether.

  2. Select the button/link to open the enrollment form.

On the app:

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On the app:

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When adding a new subject, a form will open that needs to be filled out. This form varies from study to study. Here we generically refer to it as the “Registration” form.

After completing the registration form (actual name of form may vary), you can choose to return to the previous page where the subject enrollment table is displayed and shows all subjects enrolledlist of subjects is displayed for the current site. Tapping on any of the subject IDs will open the casebook for that subject.

Opening up a subject's casebook after enrollment the registration form has been saved is dependent on first completing the subject registration form with NO ERRORS ON FORM.

Only then can a subject be opened up for further access. 

To get back to the registration form for an existing subject, tap on the registration form icon on either the web or the mobile app:

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Read more about entering/saving subject records or the various types of records that can be enteredCompleting/Saving Forms or the other means of Navigating subject records.

ePRO Studies - Registering Participant for ePRO Access

If the study is registering participant users for accessing their own forms for data entry (ePRO), the registration form will contain a field collecting the Participant’s email address.

The email address must belong to the Participant. The system will run checks to verify the email address entered is not:

  1. Already another subject in the same study

  2. A non-participant/Clinician user in the TrialKit system

The email address entered may be blinded to other users in the study based on the study configuration.

Note

Please only enter email addresses that have provided permission for correspondence from the TrialKit platform. Email addresses that bounce impact a study’s ability to deliver email notifications effectively.

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