Study setup & team
Create a study, choose modules, add sites, invite your team and go live.
- Create a new studyClick the study name at the top left and choose New Study, or use the welcome screen. Start from your protocol with AI (Start with AI), build it yourself (Create Manually), or explore a ready-made Sample Study. Every new study starts as a draft, so you can test everything first.For Study owners & admins
- Build a study from your protocol with AIOn the Create Your Study page, describe your study or drop your protocol (PDF, DOCX or DOC, up to 10 MB), then click Generate Study. Review what was generated and click Launch Study to create the draft. Nothing goes live until you check it and launch it yourself.For Study owners & admins
- A tour of study SettingsOpen Settings from the left-hand menu. Each tab controls one part of the study, from study details and modules on General to the team, sites, participant portal, emails and integrations. Which tabs you see depends on your role and the study's modules.For Study owners & admins
- Add and activate study sitesOpen Settings > Sites and click Add Site. Pick an existing site or create one, give it a site number, then complete its activation requirements and click Activate site. Sites cannot screen, enroll or enter data until they are activated.For Study owners & admins
- Invite team members to your studyOpen Settings > Team and click Invite. Enter the person's email, choose a Role, tick their sites if the role is site-based, and click Send Invitation. They get an email and appear as Pending until they sign in.For Study owners & admins
- Change a role or remove someone's accessIn Settings > Team, click ⋯ on the person's row. Remove Access ends their access; to change a role or sites, remove access and invite them again with the new role. Set Access End Date ends access automatically on a chosen day.For Study owners & admins
- Export the delegation logOpen Settings > Team and click Export DoA Log on the Team Members card. Choose FDA Format or Excel. People whose access was removed stay on the log.For Study owners & admins, Investigators, Monitors (CRAs)
- Take your study liveOpen Settings and click Launch Study. Check the pre-launch readiness (at least one activated site and an approved consent form), type your password to sign the launch statement and click Sign and launch. The study becomes Live.For Study owners & admins
- Change a live study with a signed reasonWhen you save a set-up change on a live study, Capture opens Reason for change and signature. Pick a reason, explain the change in at least 10 characters, type your password and click Sign and continue. Your change is saved, and further changes are allowed for 15 minutes.For Study owners & admins, Data managers
- Copy a study's set-up into a new studyIn Settings > Export / Import, click Export configuration and download the file. Then click Import configuration, choose the file, name the new study and click Create Study. The copy is a draft with all forms in draft; team, sites and data are never copied.For Study owners & admins
- Close, archive or delete a studyIn Settings > General, use Study Status Controls to close a study and the Archive Study card to archive it with a reason. Archiving makes the study read-only and keeps every record. Only an empty draft can be deleted.For Study owners & admins
- Switch study modules on or offOpen Settings > General and scroll to Modules. Flip the switch next to a module to show or hide its pages for the whole study team. Switching a module off hides it; nothing is deleted.For Study owners & admins
- Give limited access to people outside the study teamOpen Settings > Team > Restricted access (outside the study team) and click Give access. Choose the kind of access, enter the person's name and email, and click Give access. They get a sign-in link to their own page only.For Study owners & admins
Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.