This document presents the following topics:
▪ An overview of Velos eResearch
▪ Login and System Navigation
▪ Personalizing the Velos eResearch experience by changing account settings and utilizing customizable features
▪ Creating foundational account elements such as organizations, groups, users, quick links, and account forms
▪ Managing studies, study status and study users
▪ Submit study or site documents for WCG IRB Review
▪ Creating foundational study elements in the library such as events, calendars, fields, and forms
▪ Managing patient enrollment, statuses, and demographic information
▪ Analysis and management of study finances
▪ Pulling reports using report central and the Ad-hoc Query tool (AHQ)
After viewing this guide, you should be able to:
▪ Navigate the Velos eResearch user interface
▪ Log in and out of the system
▪ Personalize account settings
▪ Manage permission and account-level settings
▪ Create and manage studies
▪ Manage the event, calendar, field and form libraries
▪ Enroll and manage patients
▪ Control budgets, submit invoices and review study financial data
▪ Pull and analyze data from the system using custom and out-of-the box reports
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Note: Depending on your specific permissions, some functions described in this guide may not appear in your user interface. If you see a functionality that you believe you should have access to, please contact your system administrator for assistance.
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