What are Workflows?
Workflows differ from participant pathways:Workflow Types
Site Workflows
Assigned to sites during onboarding:Pre-Registration vs. Onboarding
Workflow Structure
Actions
Workflows contain actions (tasks):Groups
Actions can be grouped:Completing Workflows
1
View Assigned Workflows
Navigate to Site > Workflows to see assigned workflows.
2
Open Workflow
Click on a workflow to view its actions.
3
Complete Actions
Work through each action in the workflow.
4
Track Progress
Monitor completion status across all actions.
Action Status
Action Types Detail
Questionnaire Actions
Fill out a data collection form:- Same interface as participant questionnaires
- May collect site-level information
- Responses stored with the workflow
Document Upload Actions
Upload required files:1
Open Action
Click on the document upload action.
2
Select File
Choose the file to upload.
3
Add Metadata
Provide any required information about the document.
4
Complete
Mark the action complete.
Read Information Actions
Acknowledge that information has been reviewed:- Displays information or links to documents
- Requires explicit acknowledgment
- Records who acknowledged and when
Member Invitation Actions
Invite users to the organization or site:- Enter email addresses
- Assign roles
- Track invitation status
Service Provider Selection
Choose from available service providers:- View available options
- Select preferred provider
- Confirm selection
Workflow Review
Study team can review completed actions:Review Status
Review Actions
1
View Submissions
Navigate to workflow review queue.
2
Review Content
Examine the submitted data or documents.
3
Approve or Reject
Mark as approved or request changes.
Workflow Templates
Create reusable workflow templates:- Define action structure
- Set required vs. optional actions
- Configure action types
Best Practices
Logical Ordering
Logical Ordering
Order actions in the sequence they should be completed.
Clear Instructions
Clear Instructions
Provide detailed instructions for each action.
Reasonable Scope
Reasonable Scope
Keep workflows focused on their purpose; split large workflows if needed.
Monitor Progress
Monitor Progress
Track workflow completion and follow up on delays.
Related
Workflow Templates
Create reusable workflow templates.
Site Pathway
Site onboarding workflows.