OpenClinica Documentation and Training Site

OpenClinica 4 User Documentation
- 1 Administration
- 2 Building Forms and Studies
  - 2.1 Create a Study
  - 2.2 Design a Study
    - 2.2.1 Using the Form Template
    - 2.2.2 Events & Forms
    - 2.2.3 Using Form Designer
    - 2.2.4 Form Logic
    - 2.2.5 Functions
      - 2.2.5.1 OpenClinica Validated Functions Index
    - 2.2.6 Rules
    - 2.2.7 Locating Object Identifiers in a Study
    - 2.2.8 Content Library
    - 2.2.9 Create and Configure Data Review Tables
  - 2.3 Module Management
  - 2.4 Form Library (CDASH)
- 3 Getting Started
  - 3.1 How to Get Help
  - 3.2 For OC3 Users
  - 3.3 Logging In
  - 3.4 OpenClinica Basics
    - 3.4.1 OpenClinica Navigation
    - 3.4.2 The Participant Matrix
    - 3.4.3 Adding a Participant
    - 3.4.4 The Participant Details Screen
    - 3.4.5 Events
    - 3.4.6 Viewing and Entering Data on Forms
    - 3.4.7 Your Home Screen
    - 3.4.8 Managing Your Account
    - 3.4.9 Frequently Used Screens
    - 3.4.10 Frequently Used Terms
    - 3.4.11 How to Log Out
- 4 Getting Data for Your Study: Reports and Extracts
  - 4.1 Data Review Tables
  - 4.2 Back-End Access Via Insight
  - 4.3 Extract Data
- 5 Launching and Managing Studies
  - 5.1 Publishing Your Study
  - 5.2 User Access & Sharing
    - 5.2.1 Using the Share Screen
    - 5.2.2 Adding Sites
    - 5.2.3 Inviting Users
    - 5.2.4 Publish History
    - 5.2.5 Editing Study Settings
    - 5.2.6 Using Multifactor Authentication
- 6 Using OpenClinica as a CRC
  - 6.1 Queries (CRC)
  - 6.2 Add Participants
  - 6.3 Entering Data
- 7 Using OpenClinica as an Investigator
  - 7.1 Signing Participant Records
- 8 Using OpenClinica as a Monitor
  - 8.1 Source Data Verification
  - 8.2 Queries (Monitor)
- 9 Using OpenClinica as a Data Manager
- 10 Importing Data
  - 10.1 Importing XML Files
  - 10.2 Importing Tabular Data
- 11 Completing Your Study
- 12 OpenClinica Recruit
- 13 OpenClinica eConsent
- 14 OpenClinica Participate
- 15 OpenClinica Insight
  - 15.1 SQL Guide
  - 15.2 Front-end API Guide
  - 15.3 Insight Reporting Guide
- 16 OpenClinica Randomize
- 17 How and When to Use APIs
- 18 Help Index
  - 18.1 Study Runner
    - 18.1.1 Submit Data
      - 18.1.1.1 Queries
    - 18.1.2 Monitor and Manage Data
    - 18.1.3 Extract Data
    - 18.1.4 Reports
  - 18.2 Study Designer
    - 18.2.1 Form Card
- 19 Knowledge Articles
OpenClinica 3 User Documentation
OpenClinica 3 Technical Documentation
LMS FAQ's
Release Notes (OC4)
Release Notes (OC3)
Data Mart Guide

3.4.7 Your Home Screen

Your home screen depends on your User Role, as shown in the table below:

User Role	Home Screen	Displays
Data Manager/Admin	Welcome	Graphs of Study Progress
Investigator	Participant Matrix	Participants and Events
Clinical Research Coordinator	Participant Matrix	Participants and Events
Data Specialist	Participant Matrix	Participants and Events
Data Entry Person	Participant Matrix	Participants and Events
Study or Site Monitor	Source Data Verification	Forms to Review and Verify
Study or Site Viewer	Participant Matrix	Participants and Events

Note: If you have a custom User Role, the role is still based on one of the existing roles. For example, instead of the Monitor role, there might be Monitor Site A and Monitor Site B. These are based on the Monitor role and have the same home screen and permissions.

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