What is the workflow for creating and managing local labs?

The following steps outline key tasks for creating and managing local labs, whether you're a study designer, a data manager, or another user at a sponsor organization assigned with creating and managing laboratories in a study.

Global users: Set up a vendor (lab) at the global level

As a global user, you need to first set up a vendor (lab) at the global level. Only after that can a data manager or another site user add that lab in their study. For step-by-step instructions, see Create a vendor (lab). For more information on how to manage institutions, vendors, and contacts, see the chapter Create and manage institutions, vendors, and contacts.

Study designers: Create a lab form and tag lab items

As a study designer, you need to perform specific tasks to make sure created labs contain the appropriate lab normals associated with them. For the exact steps of your tasks, see Create a lab form.

The above-mentioned topic describes your required tasks in the following order:

1. Make sure questions on age, gender, and race are created and included in a Demography form, as well as tagged with the appropriate subject tag.
2. Create a lab form.
3. Define lab tests, including the code list used for this item, as well as tag the code list and the lab results item.
4. Define code lists for lab units and normal text results.

Data manager: Create and manage a lab

1. Add a lab to a study.
2. Define lab normals.
3. Assign a lab to a site at the study level.