Study Overview
Research study overview — summary metrics, key contacts, eREG templates, and Delegation Log responsibilities for an active study
URL
/study/[id]— study dashboard for a research study ([id]is the study record id)
Draft studies are set up on /research-studies/[id] instead. This route is the operational overview after activation.
Purpose
This page is the home overview for one research study in Clinical Study Manager. It summarizes study identity and status, shows snapshot metrics (GTED, open queries, eREG template count), lists study key contacts, lets you manage eREG templates when the study is not a draft, and shows the Delegation Log responsibilities legend.
What you can do
- Review the study name, type, contributors, IRB/status, protocol, priority, sponsor, and phase
- See GTED (with days remaining), open/answered query counts (when permitted), and how many eREG templates are uploaded
- Read a short study brief built from sponsor, indication, and visit workflow
- Browse study key contacts
- Add and remove eREG templates on
activeorpausedstudies (hidden ondraft; read-only onclosed) - Review the ordered Delegation Log responsibilities for this study
Use the study sidebar to open sites, eREG checklist, EDC, ePRO, and other study tools — those live on separate routes.
Permissions
Page access — Requires a signed-in user with access to Clinical Study Manager and a research study on the active license. Opening the overview is not gated by a study permission; query counts and eREG template edits are.
| Permission | Purpose |
|---|---|
View Query Overview | Shows open and answered query counts in the snapshot strip. Without it, query values appear as placeholders. |
Update Study data | Allows adding and removing eREG templates while the study is active or paused. |
Without Update Study data, the eREG template drop zone and remove controls stay disabled (or hidden when the study is not writable) with an insufficient-permissions tooltip when applicable.
eREG templates are not shown while the study is draft. On closed, the section remains visible for download/review but add/remove are not available.
On this page
Header
Title Research Study Overview with a short description of the page.
Study identity
Study name (or Untitled Study), badges for study type, contributor count, and IRB or status, plus protocol number, priority, sponsor, and phase.
Snapshot strip
Three summary cells:
- GTED — global trial end date and days remaining
- Open queries — open count with answered count as detail (requires
View Query Overview) - eREG templates — number of uploaded templates
Study brief
A short paragraph summarizing sponsor, indication, and visit workflow when those values are set.
Key contacts
A card grid of study key contacts, or an empty message when none are recorded.
eREG Templates
Shown when the study is not draft. Upload templates with the drop zone, download from each card, and remove templates when the study status allows edits and you have Update Study data.
Delegation Log responsibilities
Ordered list of study-specific tasks from the study’s Delegation Log Template. On wide layouts this appears in the right sidebar; on smaller screens it appears below the main content.
Related guides
- Create a research study — create a draft, complete setup, and activate (opens this dashboard after activation)