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Creating a New Study in the Egnyte eTMF App

Overview

The Egnyte eTMF (Electronic Trial Master File) App allows study setup to begin by adding a study to the system. This article explains how to create a new study from the home screen.

Who Can Create Studies

  • Egnyte Domain Administrators and eTMF Administrators can create new studies in the eTMF app. 

Create a Study

  1. From the My Studies home screen, click Add a new study.
    ETMF_Creating A New Study1.png
  2. Enter a Study Name and Study ID on the Study Creation screen. 
    ETMF_Creating A New Study2.png
  3. Choose the study type from the Study Type drop-down. 
    ETMF_Creating A New Study3.png
  4. Select Yes or No from the Investigator-Initiated Study drop-down. 
    ETMF_Creating A New Study4.png
  5. Indicate whether configuration of an existing Study should be duplicated. After checking this option and selecting a source study, admins may choose to duplicate one or both of the following:

    • Country/Site Configuration: All countries and sites from the source study, including field values from the Country Details and Site Details tabs, will be recreated in the new study. Duplicated countries and sites will be set to Inactive status by default, and permissions will not be copied.
    • Artifact Configuration: Artifact checkbox selections from the source study, including custom artifacts and blinding designations, will be applied to the new study. Any artifacts that do not apply to the new study's type will be skipped, and artifacts with no equivalent in the source study will default to their standard values.

    ETMF_Creating A New Study5.png

  6. Click Create. (Admins can also assign permissions to groups in the Who can manage this level
    field later.) 
  7. The new study will be created and will be visible on the My Studies screen.
    ETMF_Creating A New Study6.png

Setting Up A Country For A Trial

  1. To create/set up a new country for the trial, first choose the study from the My Studies home screen. Then click Trial to open the trial screen.
    ETMF_Creating A New Study7.png
    ETMF_Creating A New Study8.png
     
  2. Fill in the empty fields on the Trial screen and click Save changes.
    ETMF_Creating A New Study9.png
  3. Choose the Countries tab on top of the Trial screen and click +Add a new country.
    ETMF_Creating A New Study10.png
  4. Fill the country screen and click Create. The country will show up under Trial after it has been created.
    ETMF_Creating A New Study11.png
    ETMF_Creating A New Study12.png
  5. Admins can add additional countries by clicking +Add a new country.

Setting Up A Site For A Trial

  1. New site setup is very similar to setting up a country: From the country screen, choose the Sites tab and click +Add a new site.
    ETMF_Creating A New Study13.png
  2. Fill in the fields in the popup site screen and click Create.
    ETMF_Creating A New Study14.png
  3. Admins can add additional site by clicking +Add a new site
    ETMF_Creating A New Study15.png
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