2 About This Guide

This document presents the following topics:

▪ An overview of Velos eResearch

▪ Login and System Navigation

▪ Personalizing the Velos eResearch experience by changing account settings and utilizing customizable features

▪ Creating foundational account elements such as organizations, groups, users, quick links, and account forms

▪ Managing studies, study status and study team members

▪ Submit study or site documents for WCG IRB Review

▪ Creating foundational study elements in the library such as events, calendars, fields, and forms

▪ Managing patient enrollment, statuses, and demographic information

▪ Analysis and management of study finances

▪ Pulling reports using Report Central and the Ad-Hoc Query tool (AHQ)

▪ Utilization of the Dashboard

Note:

1. Depending on your specific permissions, some functions described in this guide may not appear in your user interface. If you see a functionality that you believe you should have access to, please contact your system administrator for assistance.

2. eResearch is 21 CFR Compliant.