Getting started with Florence StudyOrganizer

Organizing studies, bookmarks, and contacts is easy! We've broken the process down into a few simple steps below.

1. You can create studies by clicking the plus button in the top right corner and then selecting Add Study

   

   From there, fill out the study information and hit Save

2. Now that you've created your studies, it's time to start adding relevant bookmarks. The article linked below walks you through this process.

   In that article, we use a Salesforce.com opportunity as our example, but you can use bookmarks for a wide range of options, including EDC (mediData), CTMS (CRIO), and IRT (endpoint clinical).

   See the following article for details:

   • Study Organizer: Bookmarks

3. Next you'll want to create your study rolodex. This allows you to add contact names and details to your study.

   To do this, follow the steps below:

   1. Navigate to the Contacts column.
   2. Click the + sign and add your contact's details.

4. This is helpful way to customize your view and easily locate the studies you are working, on especially if your organization has added a large number of studies to StudyOrganizer.

   To favorite a study, follow the steps below:

   1. Click on the study you want to favorite.
   2. Click on the star next to the study title.
   3. Navigate back to the home page by clicking on the icon in the top left.
   4. The favorited study will then appear at the top.

   Now you're ready to get started!

Video Walkthrough

If you are a visual learner, here is a quick how-to video to walk you through the process.

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Need more help? Contact us at [e-mail] for additional assistance.