# Carelane Documentation

## Docs

- [AI Pathway Builder](https://docs.carelane.io/ai-features/ai-pathway-builder.md): Let the AI propose pathway structure, section contents, and questionnaire edits inline in the editor
- [AI Study Wizard](https://docs.carelane.io/ai-features/ai-study-wizard.md): Create studies from protocol documents using AI
- [Conversational AI](https://docs.carelane.io/ai-features/conversational-ai.md): The AI Agent side panel — multi-model chat with automatic study context
- [AI Features](https://docs.carelane.io/ai-features/index.md): AI-powered capabilities for clinical research
- [Request Orchestration](https://docs.carelane.io/ai-features/request-orchestration.md): AI-powered task automation and action management
- [2023 Releases](https://docs.carelane.io/changelog/2023.md): Carelane release notes for 2023
- [2024 Releases](https://docs.carelane.io/changelog/2024.md): Carelane release notes for 2024
- [2025 Releases](https://docs.carelane.io/changelog/2025.md): Carelane release notes for 2025
- [2026 Releases](https://docs.carelane.io/changelog/2026.md): Carelane release notes for 2026
- [Release Notes](https://docs.carelane.io/changelog/index.md): Latest updates and improvements to Carelane
- [Data Entry](https://docs.carelane.io/data-collection/data-entry.md): Enter data into questionnaires and forms
- [Data Collection](https://docs.carelane.io/data-collection/index.md): Capture clinical research data through questionnaires and workflows
- [Questionnaires](https://docs.carelane.io/data-collection/questionnaires.md): Structure and behavior of data collection forms
- [Submission](https://docs.carelane.io/data-collection/submission.md): Submit and finalize collected data
- [Workflows](https://docs.carelane.io/data-collection/workflows.md): Task sequences for operational processes
- [Creating Queries](https://docs.carelane.io/data-quality/creating-queries.md): How to raise data quality queries
- [Data Quality](https://docs.carelane.io/data-quality/index.md): Ensure data integrity through queries, verification, and review
- [Query Lifecycle](https://docs.carelane.io/data-quality/query-lifecycle.md): Understand the query workflow from creation to resolution
- [Responding to Queries](https://docs.carelane.io/data-quality/responding-queries.md): How site teams respond to data quality queries
- [Export Management](https://docs.carelane.io/exports-reports/export-management.md): Create, download, and manage data exports
- [Export Types](https://docs.carelane.io/exports-reports/export-types.md): Available export formats and their use cases
- [Exports & Reports](https://docs.carelane.io/exports-reports/index.md): Generate data exports and reports from your study
- [Reports](https://docs.carelane.io/exports-reports/reports.md): Built-in reports and analytics for your study
- [Account Setup](https://docs.carelane.io/getting-started/account-setup.md): Create your Carelane account and configure your profile
- [Navigation Guide](https://docs.carelane.io/getting-started/navigation.md): Learn how to navigate the Carelane interface
- [Organizations](https://docs.carelane.io/getting-started/organizations.md): Understand organizations as workspaces in Carelane
- [Carelane Documentation](https://docs.carelane.io/index.md): Comprehensive documentation for the Carelane clinical research EDC platform
- [Working Instructions](https://docs.carelane.io/methodology/index.md): Methodology guidance for clinical research operations
- [Monitoring](https://docs.carelane.io/methodology/monitoring.md): Site and data monitoring practices
- [Oversight](https://docs.carelane.io/methodology/oversight.md): Study oversight and monitoring approaches
- [Protocol Compliance](https://docs.carelane.io/methodology/protocol-compliance.md): Ensure study conduct follows the protocol
- [Safety Reporting](https://docs.carelane.io/methodology/safety-reporting.md): Document and report safety events
- [Audit](https://docs.carelane.io/organization-admin/audit.md): Review organization activity and changes
- [Organization Admin](https://docs.carelane.io/organization-admin/index.md): Manage organization settings, members, and resources
- [Members](https://docs.carelane.io/organization-admin/members.md): Manage organization team members and roles
- [Settings](https://docs.carelane.io/organization-admin/settings.md): Configure organization-wide settings
- [CRF Signing](https://docs.carelane.io/participants/crf-signing.md): Electronic signature workflows for case report forms
- [Enrollment](https://docs.carelane.io/participants/enrollment.md): Add new participants to your clinical study
- [Participants](https://docs.carelane.io/participants/index.md): Manage participant enrollment, records, and status throughout the study
- [Participant Pathways](https://docs.carelane.io/participants/participant-pathways.md): Define schedules of activities for the participant journey
- [Participant Records](https://docs.carelane.io/participants/participant-records.md): Manage participant data, CRFs, and documentation
- [Participant Status](https://docs.carelane.io/participants/participant-status.md): Track and manage participant status throughout the study
- [External Access](https://docs.carelane.io/public-features/external-access.md): PIN-based access for external users
- [Public Features](https://docs.carelane.io/public-features/index.md): Public-facing features for study visibility and participant engagement
- [Participant Portal](https://docs.carelane.io/public-features/participant-portal.md): Self-service registration portal for potential participants
- [Public Hub](https://docs.carelane.io/public-features/public-hub.md): Public-facing study information website
- [Roles & Permissions](https://docs.carelane.io/roles-permissions/index.md): Overview of the role-based access control system in Carelane
- [Organization Roles](https://docs.carelane.io/roles-permissions/organization-roles.md): Roles for managing organization-level access and settings
- [Service Provider Roles](https://docs.carelane.io/roles-permissions/service-provider-roles.md): Roles for external service providers like central laboratories
- [Site Roles](https://docs.carelane.io/roles-permissions/site-roles.md): Roles for site-level data collection and participant management
- [Study Roles](https://docs.carelane.io/roles-permissions/study-roles.md): Roles for managing study-level operations and oversight
- [Access Control](https://docs.carelane.io/security-compliance/access-control.md): Managing who can access what in Carelane
- [Audit Trails](https://docs.carelane.io/security-compliance/audit-trails.md): Complete records of all actions for compliance and accountability
- [Data Security](https://docs.carelane.io/security-compliance/data-security.md): How your data is protected in Carelane
- [Security & Compliance](https://docs.carelane.io/security-compliance/index.md): Data security, access control, and regulatory compliance
- [Regulatory](https://docs.carelane.io/security-compliance/regulatory.md): Compliance with clinical research and data protection regulations
- [Sites & Partners](https://docs.carelane.io/sites-partners/index.md): Manage research sites and service providers in your study
- [Service Providers](https://docs.carelane.io/sites-partners/service-providers.md): Configure central laboratories and other service providers
- [Site Pathway](https://docs.carelane.io/sites-partners/site-pathway.md): Onboarding workflows and site-level tasks
- [Site Registration](https://docs.carelane.io/sites-partners/site-registration.md): Self-registration process for research sites
- [Site Setup](https://docs.carelane.io/sites-partners/site-setup.md): Configure sites and complete setup requirements
- [Site Tasks](https://docs.carelane.io/sites-partners/site-tasks.md): Study-to-site task management with SLAs, required documents, and audit trail
- [Site Team](https://docs.carelane.io/sites-partners/site-team.md): Manage site personnel and role assignments
- [Creating Studies](https://docs.carelane.io/study-design/creating-studies.md): Create new clinical research studies using the AI wizard or manual setup
- [Study Design](https://docs.carelane.io/study-design/index.md): Design and configure clinical research studies in Carelane
- [Objectives](https://docs.carelane.io/study-design/objectives.md): Define primary and secondary objectives with endpoints
- [Pathway Versioning](https://docs.carelane.io/study-design/pathway-versioning.md): Manage participant pathways through a Draft, Testing, Approved, and Retired lifecycle
- [Public Info Hub](https://docs.carelane.io/study-design/public-info-hub.md): Create public-facing study information pages
- [Study Arms](https://docs.carelane.io/study-design/study-arms.md): Define treatment arms and cohorts for your study
- [Study Configuration](https://docs.carelane.io/study-design/study-configuration.md): Configure study settings, status, and advanced options
- [Governance](https://docs.carelane.io/templates/governance.md): Manage template access, versioning, and quality control
- [Templates](https://docs.carelane.io/templates/index.md): Create reusable questionnaires, workflows, and pathways
- [Pathway Templates](https://docs.carelane.io/templates/pathway-templates.md): Build participant journey schedule templates
- [Questionnaire Templates](https://docs.carelane.io/templates/questionnaire-templates.md): Create reusable data collection form templates
- [Workflow Templates](https://docs.carelane.io/templates/workflow-templates.md): Design task sequence templates for site operations
- [Best Practices](https://docs.carelane.io/troubleshooting/best-practices.md): Recommendations for effective use of Carelane
- [Common Issues](https://docs.carelane.io/troubleshooting/common-issues.md): Solutions for frequently encountered problems
- [Glossary](https://docs.carelane.io/troubleshooting/glossary.md): Definitions of key terms used in Carelane
- [Troubleshooting](https://docs.carelane.io/troubleshooting/index.md): Help with common issues and questions