Viewing Studies

The All Studies page is your central hub for browsing and finding studies.

Accessing the Studies List

1. Click All Studies in the sidebar
2. The studies list loads with your default filter (StartUp)

Understanding the Studies List

Each study row displays:

Column	Description
Expand	Arrow to expand/collapse study details
ID	Unique study identifier
Study & Team	Study title, principal investigator, and assigned team
Progress	Workflow completion (X/Y steps, percentage bar)
Updated	Last modification date
Actions	Edit and details buttons

Filtering Studies

Use the filter tabs to view studies by status:

Tab	Shows
StartUp	Studies in initial active setup phase
Opened	Studies that are currently running
Closed	Completed studies
Declined	Rejected or declined studies

To change filters:

1. Click on the desired tab (StartUp, Opened, Closed, or Declined)
2. The list updates to show only studies with that status

Searching Studies

You can search across multiple fields simultaneously:

1. Select Search Fields

1. Click the Select fields to search in... dropdown
2. Choose one or more fields to search within
3. Available fields include:
   • Core fields (title, PI name, team)
   • Custom attribute fields defined by your organization

2. Enter Search Text

1. Type your search term in the search box
2. Results filter in real-time as you type
3. The search is case-insensitive

Tips for Effective Searching

• Select specific fields to narrow your search
• Use partial names or terms
• Clear the search box to show all studies in the current filter

Expanding Study Details

Click the arrow on any study row to expand and see additional details without opening the full study panel.

Opening a Study

To view full study details:

1. Click "Details" - Opens the study in an overlay panel
2. Click "Edit" - Opens the study in edit mode (if you have permission)

The study overlay provides access to:

• Full study information
• Notes and communication
• Attachments and documents
• Checklists
• Workflow milestones
• Team management

Empty States

If no studies appear in a filter:

• For StartUp: You'll see a "Create Your First Study" button
• For other filters: A message indicates no studies exist with that status

Refreshing Data

The studies list caches data for performance. Data is automatically refreshed when:

• You switch between filters
• You create, edit, or delete a study
• You return to the page after being away