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  1. Table of coding projects - This lists the current coding projects which have been created. Each project is tied to a specific dataset which can be updated over time.

  2. Add New Project - Use this to create a new coding project. This only needs to be done once for each datasource being coded. If updating an existing datasource, the upload option will be used with the same data source name (file name).

  3. Upload CSV - Use this to upload data source files to code. After uploading, a new data source, a project must be created to perform the coding on it. Read more at the bottom of this article.

    Note, This option only displays for standalone coding. Live TrialKit EDC studies will not have this option, since the data source comes in automatically from the study in EDC.

  4. Code This - Opens the corresponding project for coding. Read more here. This link will not run any coding on the terms.

  5. Dashboard - Reports on metrics regarding the coding project. Read more here.

  6. Edit/Delete - Edit the name or workflow levels of the coding project, or Delete the entire dataset. WARNING: Deleting will delete the coding project and all underlying data. This will not be available for coding projects tied to a live TrialKit EDC study.

  7. User preferences (change password and logout) and options to switch to a different study or database.

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