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  1. Enable ePRO

    1. In the Study>Study Configurations menu you will see the Functionality tab.  There, you will check the "ePRO Enabled Study" checkbox.

  2. Create a Subject role in the study

    1. In the Role Security tab, you will add a new subject Role with settings as displayed below.  The subject must have a hierarchy of 0 and SITE typeas the Role Type.  Be sure to select the two rights in the Subject Record Management applications as highlighted below.

  3. Setup the initial registration CRF to collect the subject's email address

    1. In the Form Builder, open the form that is being used as the initial registration form (defined here). Drag an email address field (1) onto the form and identify that field as the Subject Email, as shown below.

    2. Be sure to select “Subject Email” in the Special Type dropdown box (2) in the field properties. This setting will appear when the email field is selected.

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