Adding Custom Trackers ("Views") to the Navigation Bar

Customized Trackers, can be purchased as Add-Ons in the ADMIN > SUBSCRIPTION & SETTINGS view by Administrative users. See: SimpleTrials Subscription Updates and Add-Ons Guide for details on the purchase process. 

There are 5 custom tracker types: Portfolio, Study, Site Subjects, CRA Lounge and Administration. These types determine where these trackers are organized in the navigation bar: 

• The Portfolio tracker can only be placed in the Portfolio area of SimpleTrials 
• The Admin tracker can only be placed in the Administration area of SimpleTrials (Note: this tracker is accessible only by Admin users)
• The Study, Sites and Subjects trackers can be placed within one or more studies in the Study, Sites, Subjects or CRA Lounge areas 

Once a tracker is purchased and created, that view can be further customized by Admin and Manager users by using the Customize Columns button to define the tracker fields. Once the view has been built out, users with access to that view (based on their user account, study, and Portfolio settings) can then add and edit data within that view. 

Custom Trackers will have certain default columns based on the type of the tracker selected. These default columns will pull data from records currently available in SimpleTrials (i.e. "country" uses the list of countries entered in STUDY PROFILE Section 2). Users may show/hide these columns along with any custom columns that are added to their custom tracker.

SITES Level Tracker

Custom trackers placed at the SITE level have the following System Default columns available for use:

In Site level tracker figure above, a user would be able to select the Site # from a list of available Sites already entered into SimpleTrials for the associated study. Furthermore, the Site Name, Principal Investigator Name, Site Descriptor, Primary CRA and Site Selection Status fields will populate based on the Site # selected (e.g. per values tracked in the Sites & Contacts tab).

SUBJECTS Level Trackers

Custom trackers added within the SUBJECTS level have the following System Default columns:

Subject level trackers allow you to select the Subject # of a subject from a list of available Subject #s already entered into SimpleTrials for the associated Site and study. The Subject Screen # and Subject Status fields would populate based on data available in the Subjects Screening & Enrollment area for the given subject.

Study, Portfolio or Admin Tracker Types do not have any system default columns and as a result, all columns are created manually. 

See Also:

For additional guidance on managing custom trackers please refer to the following articles:

Applying a Custom Tracker ("view") to a New Study

Can I move a custom tracker to a different area?

How to Import Data to Custom Tracker ("view")