Carelane uses a consistent navigation structure to help you move efficiently between different areas of the platform.
Main Navigation
The primary navigation bar provides access to the main sections:
| Section | Description |
|---|
| Dashboard | Overview of your studies, tasks, and recent activity |
| Studies | List of all studies you have access to |
| Templates | Reusable questionnaires, workflows, and pathways |
| Organization | Organization settings and member management |
Study Navigation
When you open a study, a secondary navigation appears with study-specific sections:
| Section | Description |
|---|
| Overview | Study summary, status, and key metrics |
| Sites | Manage participating research sites |
| Participants | View and manage enrolled participants |
| Design | Configure questionnaires, pathways, and schedule of activities |
| Exports | Generate and download data exports |
| Settings | Study configuration and team management |
Site Context
When viewing a specific site within a study, the navigation adapts to show:
| Section | Description |
|---|
| Site Overview | Site status and enrollment metrics |
| Participants | Participants enrolled at this site |
| Team | Site team members and roles |
| Workflows | Onboarding and operational workflows |
Breadcrumb Navigation
Breadcrumbs at the top of each page show your current location and allow quick navigation to parent sections:
Organization > Study Name > Site Name > Participant ID
Search
Use the global search to quickly find:
- Studies by name or identifier
- Sites by name or location
- Participants by ID or pseudonym
- Questionnaires and templates
The search is contextual. When inside a study, search results prioritize content within that study.
Sidepanel
Many detailed views open in a sidepanel, allowing you to:
- View participant records without losing your list context
- Edit questionnaire responses inline
- Review queries and comments
The sidepanel width can be adjusted and your preference is saved.
Next Steps
Organizations
Understand how organizations work in Carelane.
Roles & Permissions
Learn about the role-based access control system.
