EnrollNow allows study teams to assign Events to specific participant Statuses. This helps ensure that participants only see Events relevant to their current stage in the study or assigned protocol group.
Assigning Events by Status improves workflow efficiency, supports protocol branching, and simplifies participant management by displaying only the Events applicable to each participant.
How Event Assignment Works
By default, all newly created Events are assigned to all participant Statuses. Study teams can customize these assignments to better support study workflows and participant pathways.
Examples include:
- Screening vs. enrolled participants
- Control vs. treatment groups
- Adult vs. minor participant protocols
- Multi-arm or branched study designs
When a participant is moved into a specific Status, only the Events assigned to that Status will appear on their participant profile.
How to Assign Events to Statuses
Step 1: Navigate to Event Settings
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- Open the Study Settings tab
- Select the Events section
Step 2: Add or Edit an Event
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- Select an existing Event name to open the Add/Edit Event window
- Or create a new Event
Step 3: Assign Statuses to the Event
In the Assign to Statuses field:
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- Select the participant Statuses that should have access to the Event
- Remove any Statuses that should not include the Event
Once complete, click Save.
Step 4: Repeat for Additional Events
Repeat this process for all Events in the study protocol to ensure proper workflow segmentation.
Event Assignment by Participant Status
In this study, all participants are required to complete a Baseline Appointment and a Final Visit. However, only participants in the Treatment Group are assigned treatment sessions. This ensures that each participant only sees Events relevant to their assigned group, improving study organization and workflow efficiency.
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Control Status: When a participant is assigned to the Control Status, the following Events are added to their profile card:
- Baseline Appointment
- Final Visits
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Treatment Status: When a participant is assigned to the Treatment Status, the following Events are added to their profile card:
- Baseline Appointment
- Treatment Sessions
- Final Visit
Example Use Cases
1. Potential vs. Enrolled Participants
- Potential Participants: Events related to screening and eligibility assessment.
- Enrolled Participants: Events specific to study participation and progression.
- Potential Participants:
Enrolled Participants:
2. Control vs. Treatment Groups
- Control Group: Assigned non-intervention Events.
- Treatment Group: Assigned intervention-specific Events.
Control Group:
Treatment Group:
3. Demographic-Based Protocols
- Young Adult Protocol (Ages 18-25): Assigned Events relevant to adult participation.
- Minor Protocol (Ages 12-17): Assigned Events requiring parental involvement.
This structured approach ensures clarity in study design and simplifies participant management by tailoring Event assignments to each Status.
Young Adult Protocol (Ages 18-25):
Minor Protocol (Ages 12-17):
