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Creating a Study ​

This guide walks you through creating a new study in Study Hub.

Starting the Creation Process ​

  1. Navigate to All Studies in the sidebar
  2. Click the Add Study button in the top-right corner
  3. The study creation form opens as a full-screen overlay

Study Creation Form ​

Create Study Form

The form has several sections to complete:

1. Template Selection ​

At the top of the form, select the templates that define your study's structure:

Information Attribute Sets

  • Click the dropdown to select attribute templates
  • You can select multiple templates
  • Each template adds a set of custom fields to your study
  • These are defined by your organization admin

Organization Workflows

  • Click the dropdown to select workflow templates
  • You can select multiple workflows
  • Each workflow adds a series of milestone steps
  • Workflows help track progress through processes

TIP

Select templates first, as they determine what fields appear in the rest of the form.

2. Study Attributes ​

After selecting templates, the form populates with fields to complete:

Core Fields

  • Always present regardless of template selection
  • Include essential information like:
    • Study title/ID
    • Principal Investigator (select from list)
    • Assigned team (select from list)
    • Study coordinators (select multiple users)

Custom Attribute Fields

  • Appear based on your selected Information Attribute Sets
  • Field types include:
    • Text fields
    • Long text/description fields
    • Dropdown selections
    • Web links
    • Folder locations

Field Visibility

  • Fields marked Ext (red badge) are externally visible
  • Fields marked Int (gray badge) are internal only

3. Selected Workflows ​

For each selected workflow:

  1. The workflow appears as an expandable section
  2. Click the arrow to expand/collapse
  3. Each step shows:
    • Step name
    • Date field to set target/completion date
    • Ext/Int visibility badge

Enter dates for workflow milestones as appropriate. You can leave dates blank and fill them in later.

4. Project Creation Note ​

Every new study includes an initial note:

  • Visibility - Choose Internal or External
  • Date - Automatically set to today (editable)
  • User - Your name (read-only)
  • Note Content - Add any initial notes about the study

Saving the Study ​

  1. Review all entered information
  2. Click Save New Study in the top-right corner
  3. A success notification appears
  4. You're returned to the studies list
  5. The new study appears in the StartUp filter

Canceling ​

To cancel without creating a study:

  1. Click Cancel & Return in the top-left corner
  2. Or click the Close button (X icon) that replaces Add Study
  3. All entered data is cleared

After Creating a Study ​

Once created, you can:

Tips for Study Creation ​

  • Prepare your information before starting - have PI and team details ready
  • Select appropriate templates - choose only the attribute sets and workflows relevant to this study
  • Use consistent naming - follow your organization's naming conventions for study IDs
  • Add a meaningful initial note - document why the study is being created