If you have logged in and don't know where to begin, you're in the right place!


Access and permissions to TrialKit's functions are controlled by your study Administrator. All functions you have access to are found in the menu(s) along the top of the page. Depending on your permissions, you may have access to some or all of the menus shown in the image below.


Also, be sure you have downloaded the TrialKit mobile app on either iOS or Android for an enhanced experience with data entry and study management.




As a first step, it is important to set your local user preferences for the purpose of data entry - specifically on dates and times. Some instances may automatically prompt for this information when you sign in.




If you are a user at a site (example: Coordinators, Investigators, or Monitors), read about accessing subject records.


If you created your own account and are looking to explore a bit, read these articles on creating your first study and the study building guide.




The Home Page


Both the website and the mobile app have a Home page/screen. Its seen right after signing in and can also be accessed again via the "Home" link seen on the screen.

The website allows study Administrators to define what users see on the study home page, so this content can vary. 


The mobile app contains a couple of helpful metrics related to study progress:

  • Study Progress - A calculation of the total number of scheduled visits divided into the completed visits.
  • Enrollment Progress - The number of subjects registered across all sites in the study compared to the overall subject registration goal defined for the study. For example, if the goal is 100 and there are currently 25 subjects registered, this will display as 25%, regardless of the current status of the existing subjects.


Please consult with your study Administrator for ways to get further metrics about your study.