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Working with Studies
Studies (also called projects) are the core of Study Hub. They represent research studies, clinical trials, or other projects that your organization manages.
What is a Study?
A study in Study Hub is where flexible documentation meets structured tracking. Each study contains:
Structured Data
These elements provide the framework for tracking and reporting:
- Core Information - Basic details like title, principal investigator, and team assignment
- Custom Attributes - Organization-specific fields defined by your admin
- Workflows - Step-by-step processes with milestone dates
- People - Team members and contacts associated with the study
Flexible Documentation
These elements let you capture what's actually happening:
- Notes - Free-form documentation tied to the study or specific workflows
- Attachments - Files and documents
- Checklists - Verification items ("Do I have X?" "Has Y been answered?")
How They Work Together
As you work on a study, you'll typically:
- Document your work in notes - Record conversations, decisions, updates
- Tie notes to workflows - Organize documentation by process step
- Mention colleagues - Notify people when they need to see something
- Update milestones - Mark structured dates as you complete steps
- Set follow-ups - Create reminders for yourself on important notes
The notes create a complete history of what happened, while the structured fields (workflows, milestones, custom attributes) give you the data points for progress tracking and reporting.
Study Lifecycle
Studies move through different statuses:
StartUp (Active) → Opened → Closed
↘ Declined| Status | Description |
|---|---|
| StartUp | New study in initial setup phase |
| Opened | Study is actively running |
| Closed | Study has been completed |
| Declined | Study was not approved or was rejected |
Accessing Studies
Click All Studies in the sidebar to access the main studies view. From here you can:
- Browse all studies you have access to
- Filter by status (StartUp, Opened, Closed, Declined)
- Search across multiple fields
- Create new studies
- Open study details
In This Section
- Viewing Studies - Browse and search your studies
- Creating a Study - Add new studies to the system
- Editing Study Details - Update study information
- Managing Study Status - Move studies through their lifecycle
- Managing Study People - Add team members and contacts
- Managing Attachments - Work with study files
- Managing Checklists - Track tasks and to-dos
- Working with Notes - Document and communicate
- Milestones and Timeline - Track workflow progress