| Add a subject | Enroll a new participant |
| Create subject without name | Enroll subjects when name fields are not collected |
| Enter an encounter | Record a visit |
| Due dates | Understand how due dates work for encounters |
| Create an interval | Define a visit type |
| Intervals in depth | Advanced interval configuration—triggers, expressions, scheduling |
| Encounter display names | Customize encounter labels with expressions |
| Attach variable groups | Choose forms for a visit |
| Create a variable group | Build a form (CRF) |
| Add a variable | Add a field to a form |
| Variables | Manage variable definitions and change constraints |
| Dependencies | Show/hide logic, calculated values, JavaScript expressions |
| Data entry prompt HTML | Links, images, and CSS in prompts |
| Custom entities vs non-fixed | Decide between CE and non-fixed intervals |
| Custom entities include vs reconcile | Configure how CEs appear at encounters |
| Add a site | Create and attach locations |
| Sites and orphans | Manage site assignments and orphan subjects |
| Import subject data | Bulk-load from spreadsheet |
| Import and export notes | Additional details for import/export workflows |
| Quick filters | Filter subjects by date, status, or variable value |
| Schedule status | Track enrollment state and follow-up discontinuation |
| Run reports | View due lists and data completion |
| Subject report template | Custom per-subject reports |
| Home and calendar | Navigate the Home screen |
| Home search and tips | Reference for common Home screen patterns |
| Subject tasks | Create to-do items for subjects |
| Tango rewards | Configure gift-card rewards integration |
| Notifications | Configure email notifications for project events |
| Queries | Create, respond to, and manage data queries |
| Randomization | Assign subjects to treatment arms and manage blinding |
| Roles | Reference for project and organization roles |
| Assign project roles | Grant access to a project |
| Create a project | Set up a new study |
| Customer menu | Navigate your organization's account and switch projects |
