OpenClinica Documentation and Training Site

OpenClinica 4 User Documentation
- 1 Getting Started
  - 1.1 How to Get Help
  - 1.2 For OC3 Users
  - 1.3 Logging In
  - 1.4 OpenClinica Basics
    - 1.4.1 Viewing and Entering Data on Forms
    - 1.4.2 Your Home Screen
    - 1.4.3 Change Study
    - 1.4.4 Managing Your Account
    - 1.4.5 Frequently Used Screens
    - 1.4.6 Frequently Used Terms
    - 1.4.7 OpenClinica Navigation
    - 1.4.8 The Participant Matrix
    - 1.4.9 Adding a Participant
    - 1.4.10 The Participant Details Screen
    - 1.4.11 Understanding Contact Data
    - 1.4.12 Events
    - 1.4.13 How to Log Out
- 2 Building Forms and Studies
  - 2.1 Create a Study
  - 2.2 Language Support
  - 2.3 Form Library (CDASH)
  - 2.4 Design a Study
    - 2.4.1 Events & Forms
    - 2.4.2 Using Form Designer
    - 2.4.3 Designing Contact Data Forms
    - 2.4.4 Using the Form Template
    - 2.4.5 Form Logic
    - 2.4.6 Functions
      - 2.4.6.1 OpenClinica Validated Functions Index
    - 2.4.7 Rules
    - 2.4.8 Content Library
    - 2.4.9 Locating Object Identifiers in a Study
    - 2.4.10 Create and Configure Data Review Tables
  - 2.5 Module Management
  - 2.6 Automating Participant Access
- 3 Launching and Managing Studies
  - 3.1 User Access & Sharing
  - 3.2 Publishing Your Study
  - 3.3 EDC Study Go-Live Checklist
  - 3.4 Generating Annotated eCRFs
  - 3.5 Generating Blank CRFs
- 4 Using OpenClinica as a CRC
  - 4.1 Add Participants
  - 4.2 Entering Data
  - 4.3 Queries (CRC)
- 5 Using OpenClinica as an Investigator
  - 5.1 Signing Participant Records
- 6 Using OpenClinica as a Monitor
  - 6.1 Source Data Verification
  - 6.2 Queries (Monitor)
- 7 Using OpenClinica as an Administrator
- 8 Using OpenClinica as a Data Manager
  - 8.1 Managing Sites
  - 8.2 Queries (Data Manager)
  - 8.3 Source Data Verification
  - 8.4 Reviewing and Managing Data
  - 8.5 Participant Audit Log
  - 8.6 Suggested SOPs
- 9 OpenClinica Recruit
- 10 OpenClinica Randomize
- 11 OpenClinica Consent
- 12 OpenClinica Participate
- 13 OpenClinica Code
- 14 OpenClinica Insight
- 15 Importing Data
  - 15.1 Importing XML Files
  - 15.2 Importing Tabular Data
- 16 How and When to Use APIs
- 17 Completing Your Study
- 18 Getting Data for Your Study: Reports and Extracts
- 19 Help Index
  - 19.1 Study Manager
    - 19.1.1 My Studies Page & Share Page
    - 19.1.2 Study Settings, User Roles, Modules
  - 19.2 Study Runner
    - 19.2.1 Monitor and Manage Data
    - 19.2.2 Reports
    - 19.2.3 Submit Data
      - 19.2.3.1 Queries
  - 19.3 Study Designer
    - 19.3.1 Events
    - 19.3.2 Form Card
OpenClinica 3 User Documentation
OpenClinica 3 Technical Documentation
LMS FAQ's
Release Notes (OC4)
Release Notes (OC3)
Data Mart Guide

1.4.2 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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