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.
- 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.
- Create a lab form.
- Define lab tests, including the code list used for this item, as well as tag the code list and the lab results item.
- Define code lists for lab units and normal text results.
Data manager: Create and manage a lab
Parent topic: Site, depot, labs, and source data verification FAQs