Create a project

Set up a new study or registry.

Role required: Project Creation (the creator automatically receives Project Management on the new project)

Steps

  1. Sign in at https://my.studytrax.com.
  2. Go to Projects → New (confirm in app).
  3. Complete each section:

Project Update form with Attributes fields, Sites table, and Save actions
Project Update form with Attributes fields, Sites table, and Save actions

Projects list with New Project, search, and project table
Projects list with New Project, search, and project table

Attributes

Basic project settings: name, description, status.

Custom Attributes

Additional metadata fields if your organization uses them.

Identifying Subjects

Configure which identifiers are required or visible:

  • Reference ID (always required)
  • Project ID (optional)
  • Name fields (optional)

Features

Project capabilities (as of 2026-04-08; confirm in app):

FeatureDescription
Change ReasonRequire a reason when editing data
Show Screening and Enrollment DateDisplay these dates on subject records
RandomizationEnable treatment randomization
ScreeningEnable a screening phase before enrollment
Enable Subject PortalsLet subjects use the same login page as staff (available after v3.73)

Important: Randomization and Screening cannot be changed after subjects are enrolled.

  1. Save the project.

After creating the project

  1. Variable Groups — create or attach forms
  2. Intervals — define the visit schedule
  3. Report Templates — set up per-subject reports
  4. Users — grant staff access and roles

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