Account Security
Use Strong Passwords
Use Strong Passwords
- Minimum 12 characters
- Mix of letters, numbers, symbols
- Unique to Carelane
- Don’t share with others
Enable Multi-Factor Authentication
Enable Multi-Factor Authentication
When available, enable MFA for additional security.
Log Out When Done
Log Out When Done
Log out when finished, especially on shared computers.
Data Entry
Enter Data Promptly
Enter Data Promptly
Enter data close to when it’s collected for accuracy.
Save Frequently
Save Frequently
Save progress regularly to prevent data loss.
Verify Before Submitting
Verify Before Submitting
Review entries before marking complete.
Follow Instructions
Follow Instructions
Read form instructions and guidelines.
Use Source Documents
Use Source Documents
Verify data against source documents before entry.
Data Quality
Respond to Queries Promptly
Respond to Queries Promptly
Address queries quickly to maintain data quality.
Provide Complete Responses
Provide Complete Responses
Give thorough responses to avoid reopening.
Document Corrections
Document Corrections
Always provide reasons for data corrections.
Review Before Signing
Review Before Signing
Thoroughly review records before signing.
Study Management
Plan Configuration Carefully
Plan Configuration Carefully
Think through study configuration before activating.
Test Before Go-Live
Test Before Go-Live
Test with test sites and participants first.
Train Your Team
Train Your Team
Ensure all team members are properly trained.
Monitor Regularly
Monitor Regularly
Review dashboards and metrics frequently.
Access Management
Principle of Least Privilege
Principle of Least Privilege
Grant only the access needed.
Regular Reviews
Regular Reviews
Review access quarterly at minimum.
Prompt Removal
Prompt Removal
Remove access immediately when no longer needed.
Document Decisions
Document Decisions
Record access decisions for audit purposes.
Template Management
Design for Reuse
Design for Reuse
Build templates with reusability in mind.
Use Version Control
Use Version Control
Version templates and document changes.
Review Before Publishing
Review Before Publishing
Have templates reviewed before making active.
Test Thoroughly
Test Thoroughly
Test templates with realistic data.
Site Management
Structured Onboarding
Structured Onboarding
Use workflows to ensure complete site setup.
Clear Communication
Clear Communication
Maintain clear communication with sites.
Monitor Performance
Monitor Performance
Track site metrics and address issues early.
Provide Support
Provide Support
Support struggling sites proactively.
Export and Reporting
Plan Exports
Plan Exports
Know what data you need before exporting.
Secure Handling
Secure Handling
Protect exported files appropriately.
Regular Backups
Regular Backups
Export data regularly for backup purposes.
Delete When Done
Delete When Done
Remove exported files when no longer needed.
Communication
Clear Instructions
Clear Instructions
Provide clear instructions in forms and workflows.
Timely Responses
Timely Responses
Respond to questions and queries promptly.
Document Decisions
Document Decisions
Record important decisions for reference.
Summary Checklist
Daily practices:- Save work frequently
- Respond to queries
- Complete assigned tasks
- Log out when done
- Review pending items
- Check data quality metrics
- Follow up on overdue items
- Review access and permissions
- Check enrollment progress
- Review site performance