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This article serves as a general single-source guide for end- users at the data entry and review levels. The objectives of this instruction include:
Accessing TrialKit
Adding new subjects and managing existing ones
Responding to queries
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Signing In
If you have been provided access to an existing study, you should have received an email from one of these addresses:
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Be sure to check your inbox and spam/junk folder for this message and whitelist the addresses if necessary, as other notifications from the system may come from these.
That email contains a unique link to the website and your temporary login password. Alternativelyget signed in. Alternatively, you can always find the website at trialkit.com and click the User Login link in the upper right corner.Lastly, the mobile app can also be downloaded or via the TrialKit mobile app on both the iOS app store and Google Play
To sign-in on the website, select the link at the top right of the page:
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. From there use the Forgot Password link.
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Subject Management
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The Subject Manager is where subjects are enrolled registered in a study and where their records can be accessed. This is dependent upon your user permissions.
On the web:
Locate the Subject Manager under the Subject menu in the menu bar at the top of the screen.
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On the app:
The Subject Manager is found at in the bottom of the screennavigation panel, or by tapping "Access My Subjects" from the main menuHome screen.
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Once inside the Subject Manager, you will be able to enroll register new subjects as shown below and access current subject recordscasebooks by tapping on the subject’s ID.Enrolling
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Registering/Adding New Subjects
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-generate a new subject profile ID.
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Opening up a subject's casebook after enrollment is dependent on first completing the subject registration form. Only then can a subject be opened up for further access.
Read more here about accessing subject records and data entry
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Managing Your Queries
As you enter subjects described above, at some point the sponsor may start to conduct monitoring and data management queries of your data entered in the eCRFs. The report called "My Queries Report" is the report to keep you informed on queries to you as a site or your comments back to the sponsor from the query deployed to you. It is one central location to manage all manual and auto queries deployed to your role's web browser:
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Once open, you will see a page similar to the one shown below. Reference the annotations below the image.
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Descriptions for the above image:
Link to the Subject's Records page
Link to the record where the query resides
The user who created the query or "Auto" if it was generated by the system
The number of messages residing on the query. Select this to open the query window and post query messages or close queries.
Text field to search for a specific subject - Must match the subject profile ID exactly.
Display only open or closed queries
Display only Automatic or Manual queries. Automatic queries are generated by the system based on edit checks or missing data.
Further filter the query status by Open-ATTN: Site, Open-ATTN: Monitor Closed, or Re-opened. Queries to the ATTN of the site are those created either by an Admin level role or by the system (e.g. form error). Queries to the ATTN of the Monitor are those to which the site level user has posted a response.
Display only Field, Form, or Interval queries
Display a specific date range of records (Note: this is not the date of the query)
Not visible to all users, depending on permissions - This will display all queries across the entire study regardless of which site(s) you belong to.
Mobile App:
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table like this containing links to view/action queries, or to open up the respective form where the query resides:
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Mobile App:
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Once open, you can choose between the different query types
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Tapping a row will open the record where that query exists. Tapping the dialog icon on the right will open the query dialog for posting a message or closing the query (permission dependent).
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Action Items
The Action Item report provides a listing of missing records, draft records, and flagged records that have no reason for the change given. (if applicable).the following:
Records missing - Visit window has past
Records with open queries or errors needing resolved
Records where data was changed and reasons need to be provided for the data changes
Records awaiting review or eSignature - This is dependent on user permissions and role
This report is particularly helpful for Coordinators who would like to see scheduled visit forms that are overdue ("Missed Scheduled Visits") but is also helpful for user who is responsible for data review.
To access it, tap the Reports tab in the bottom navigation bar and select the Action Items Report from the list of available reports. The following screen will be displayed after opening the report.
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Tap on any of the items to open the corresponding list and drill into the records.
Only one site, selected at the top, is displayed at a time.
For further articles and descriptions, check out the full help site here.Site users, Monitors, and Investigators
Read more about Action Items here
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For more detailed articles or help on other topics, use the help icon on the web or app, or bookmark help.trialkit.com |
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