The Navigation Bar is located at the top of your EnrollNow site. It provides access to different areas of the platform and allows users to move between studies.
The tabs and buttons displayed in the Navigation Bar depend on each user’s site-level role and permissions. Users only see the studies and features they are authorized to access.
Functions of the Navigation Bar Tabs for All Users
All EnrollNow users have access to the following options.
Home
Select the Home icon to open your personal dashboard.
The dashboard provides an overview of Events and Tasks assigned to you that are due today across all studies you can access.
When a Task has a due date but no assigned user, it appears on the Home dashboard of all users with access to that study. This helps ensure that unassigned Tasks are not overlooked.
Reports and Report Builder
Reports and Report Builder are also available under the Home button in the EnrollNow navigation bar.
The Reports section allows users to view and analyze reports a user has created or that other users have shared with them. Report Builder provides tools for creating customized reports using selected data fields, filters, and display options.
Users can only access reporting data from studies for which they have the appropriate permissions. For more information about creating, saving, sharing, and managing reports, see the related reporting article.
Select Study
Select Select Study to view a dropdown list of the studies you can access.
Studies for which you do not have permission are not displayed anywhere in EnrollNow.
When you have access to more than 10 studies, a search field appears at the top of the study list. Use the search field to quickly locate and open a specific study.
My Account
Select My Account to manage your account settings.
From this area, you can update available account information and customize the email notifications you receive for each study. More information
Support
Select Support to access EnrollNow support resources. You will be directed to EnrollNow's Knowledge Base where you can access our Customer Corner. More information about the Support tab can be found in this article.
From the Support menu, you can:
- Search the EnrollNow Knowledge Base.
- Review help articles and instructions.
- Submit a request to the EnrollNow Support team.
- Access Support tickets and Learning Content.
Navigation Options for Site Administrators and Site Managers
Users with a Site Administrator or Site Manager role may also see the following options.
Add Study
Select Add Study to create a new study.
In the Add Study window:
- Enter a Short Study Name.
- Choose whether to copy settings from an existing study. This step is optional.
- Select Submit.
The new study is created and becomes available to users who are granted the appropriate access.
Site Admin
Select Site Admin to access site-level administrative tools.
The tools available within this area depend on your assigned permissions and may include:
- User management.
- Study management.
- Data import and export tools.
- Audit tools.
- Security and administrative settings.
Users who do not have the required site-level permissions will not see the Site Admin option.
External Website Link
URL Labels provide study staff with quick access to frequently used external resources directly from the EnrollNow study header. In the screenshot, EnrollNow's webpage was entered as the URL. Teams can link to SOPs, EDC or CTMS platforms, external surveys, study landing pages, shared documents, and other study-related websites.
When selected, a URL Label is located to the right of Add Study + and opens the linked resource in a new browser window, allowing staff to access important tools without interrupting their EnrollNow workflow. Instructions on how to create a URL Label can be found in this article.
Navigation Options for Registry Users
Users with a Site Administrator, Site Manager, or Registry User role will also see the following option.
Registry
Select Registry to view and manage the site’s participant Registry. More information about the Registry can be found in this article.
Depending on your permissions, you may be able to:
- Search for existing participants.
- View participant records.
- Manage Registry information.
- Add existing participants to additional studies.