Study setup
This address used to describe a study design wizard that ran from the first setup step through launch. The product now uses Setup. There is no wizard. This page is the map of those screens, the readiness words, and the launch sequence. The click-by-click tutorial is Your first study. Procedures for each group are the public guides linked below.
Before you start
You need a draft. Creating the draft does not launch the study and does not send an invitation. Read Study team before anyone confirms what the rules decided.
The screens
Setup is four groups in the study sidebar, then Review & launch. The four groups hold ten ready steps. Review & launch is not one of the ten.
| Group | Ready steps |
|---|---|
| Study design | Identity. Method. Study design also has the page Ethics and data governance. |
| Panel design | Eligibility. Size & mix. Profile & integrity. |
| Round design | Item bank. Rating & consensus. Rounds & feedback. |
| Governance | Consent & comms. Analysis plan. |
Some steps have more than one page. Eligibility has Criteria and Screening. Size & mix has Geography. Profile & integrity has Profile, Conflicts, and Publication. Rounds & feedback has Round structure, Schedule, and Participant feedback. Consent & comms has Readiness, Consent, Communications, and an optional Public page. The Public page is not part of that step's readiness.
The guides are Study design, Panel design, Round design, and Governance.
Panel design defines who may join and what the study collects. It does not invite anyone. Invitations are panel management.
Readiness
Review & launch counts "n of 10". A step is one of these:
| Label | What it means for launch |
|---|---|
| Ready | Counts toward the ten. |
| Needs attention | Warnings only. It still counts toward the ten. The label stays. |
| Blocks launch | An error. It does not count. |
| Required later | A requirement that bites after launch, before recruitment or before a later round. It does not count as ready. |
| Not started | It does not count. |
Study team sits beside the ten. When it blocks, the summary says Study team blocks launch. A warning on Study team does not block. Only the principal investigator sees Launch study. A coordinator can read the page and cannot launch. Anyone else who tries is refused with "You do not have permission to do that."
You are done with this check when the summary says all 10 steps are ready and Study team is not blocking, or when the screen still names the block. The symptom check is Launch blocked.
Launch
On Review & launch, choose Launch study. The dialog title is Launch this study? The confirm control is Launch.
Launch creates one round record for each round in the plan. The first is being prepared. Each later round is planned. The study leaves draft. Launch does not send an invitation, and it does not open a round. It also refuses when a counted group cannot meet the Round 1 group check at its target, until that target is explicitly acknowledged.
What launch freezes, what stays editable, and what a recorded amendment can still change are only on the governed study record. This page does not paste that list.
The procedure for the checkpoint is Review and launch.
Next step
Invite and enroll on Panel management, then approve and open the round on Running rounds.