General introduction Group management

Modified on Wed, 31 Jan 2024 at 10:07 PM

The Group Management functionality is designed to allow users to create and manage groups that contain contact persons who are connected to organizations. Each group will have a name, description, sponsor, leading investigator, study localization, patient population, type, state (open or closed), sender mail address, and start date (milestones as properties). Additionally, users will be able to add and remove contacts and organizations from groups, and within the group, contact persons will have specific/preferred contact details. The functionality also includes the ability to send questionnaires and invitation/reminder emails to groups, track responses, update site selection outcomes, and manage study coordinators.


For the Group Management functionality, these are the key features:

  • Group Creation: Users can create new groups by specifying a name, description, sponsor, leading investigator, study localization, patient population, type (see #Master data for types), state (open or closed), sender mail address, and start date. Additionally, a study coordinator can be assigned to the group.
  • Group Editing: Users can edit existing groups by changing the name, description, sponsor, leading investigator, study localization, patient population, type, state (open or closed), start date, sender mail address, and study coordinator.
  • Group Deletion: Users can delete groups that are no longer needed. Deleting a group will remove all associations with contact persons, organizations, and study coordinators.
  • Group Merging: Users can merge groups that are duplicates. Merging a group will update all associations with contact persons, organizations, and study coordinators.
  • Contact Person and Organization Assignment: Users can add and remove contact persons and organizations from groups. Within the group, contact persons will have specific/preferred contact details.
  • Group List: Users can view a list of all groups in the system.
  • Questionnaire Sending: Users can send questionnaires to contact persons in a group and track responses.
  • Invitation and Reminder Emails: Users can send invitation and reminder emails to contact persons in a group.
  • New Contact Person Invitation: When a new contact person is added to a group who is not in the database yet, the person will first be invited by email and must accept the invitation before being added to the group.
  • New Organization Addition: It is possible to add new organizations and contact persons throughout the execution of a group, not just at the start time.
  • Study Coordinator Management: When the study coordinator changes, the system will track and save the latest coordinator, who will be mentioned in emails.


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