User's blog

Category: Sponsors and CROs

  • Diversity and Inclusion Metrics

    Ensuring diverse representation in clinical research is not only a regulatory expectation but also a scientific imperative. A participant pool that reflects the demographic diversity of the broader population helps improve the generalizability of trial results and fosters health equity. Regulatory authorities, including the U.S. Food and Drug Administration (FDA), have issued formal guidance encouraging Sponsors and CROs to adopt Diversity Action Plans and report on demographic inclusion.

    The DecenTrialz platform enables Sponsors and CROs to track, monitor, and improve participant diversity from the pre-screening stage, providing structured data capture and transparent insights into outreach efficacy.

    Why Diversity Metrics Matter

    • Scientific validity: Genetic, environmental, and cultural factors can influence treatment response.
    • Regulatory compliance: The FDA’s 2020 guidance on enhancing diversity recommends inclusion tracking across race, ethnicity, age, sex, and geography.
    • Trust and access: Representation builds community trust in research and promotes broader access to innovation.

    How DecenTrialz Supports Diversity Tracking

    While DecenTrialz focuses on the pre-screening stage, the platform is designed to capture and surface key demographic indicators that support sponsor-level diversity initiatives.

    Structured Demographic Capture (Pre-Screen)

    • Optional collection fields for:
      • Race and Ethnicity
      • Age Group
      • Sex Assigned at Birth / Gender Identity
      • Language Preferences
      • Zip Code / Geographic Zone
    • All demographic fields are participant-voluntary and IRB-reviewed

    Real-Time Metrics Dashboard

    • Sponsors and CROs can:
      • View aggregated diversity trends across sites or trials
      • Filter results by demographic subgroups
      • Track outreach effectiveness across underrepresented populations

    Outreach Equity Tools

    • Insights from demographic breakdowns can inform:
      • Geo-targeted digital outreach campaigns
      • Culturally responsive recruitment messaging
      • Language translation needs for consent and education materials

    Data Privacy and Ethical Considerations

    All demographic data collected by DecenTrialz:

    • Is anonymized and aggregated unless specific consent is given
    • Is never shared with third parties or sponsors in a way that identifies the participant
    • Adheres to HIPAA.
    • Can be excluded from reports at participant request

    Sponsors and CROs are encouraged to only use diversity data for planning and transparency purposes, not for participant inclusion or exclusion decisions.

    Key Note: Diversity in clinical research is not an afterthought, it is a foundational element of ethical science. DecenTrialz provides Sponsors and CROs with the early-stage visibility needed to support inclusive study design and outreach, ensuring that the path to innovation reflects the populations it aims to serve.

  • Audit Reports and Reconciliation

    Audit readiness is a foundational requirement in clinical trial oversight. Regulatory agencies such as the U.S. Food and Drug Administration (FDA), European Medicines Agency (EMA), and other international health authorities mandate that Sponsors and CROs maintain clear, verifiable documentation of all study-related activities.

    The DecenTrialz platform supports Sponsors and CROs in preparing for internal audits, regulatory inspections, and third-party reviews by maintaining structured digital audit trails and reconciliation features, specifically covering the pre-screening phase of participant recruitment.

    What Is an Audit Report?

    An audit report is a formal record of activities, decisions, communications, and data entries related to a clinical study. It includes:

    • Participant matching logs and eligibility records
    • Consent documentation timestamps (where applicable)
    • Site actions (e.g., applicant acceptance, rejection, communications)
    • IRB documentation status
    • Any data access or changes made on the platform

    These logs serve as defensible evidence of good clinical practice (GCP) and regulatory adherence.

    Platform-Generated Audit Support

    DecenTrialz offers a structured set of tools to aid in audit preparedness:

    Automated Audit Trails

    • Immutable logs that capture:
      • User activity (logins, data edits, role assignments)
      • Consent tracking milestones (pre-screening only)
      • Document uploads and version histories
      • Participant communications and timestamps

    Exportable Reports

    • Generate audit-ready reports by:
      • Study
      • Site
      • Time period (customizable)
      • User role

    Reports are available in PDF and CSV formats and include digital timestamps to ensure authenticity.

    Reconciliation Logs

    • Allow Sponsors and CROs to:
      • Compare pre-screening records against site-reported enrollment
      • Identify missing data entries or mismatched participant statuses
      • Track site-level actions against expected milestones

    Reconciliation modules can be integrated with external systems (e.g., CTMS) via secure API.

    Best Practices for Audit Preparation

    To maintain readiness:

    • Regularly download and archive audit logs in secure sponsor environments
    • Reconcile platform records with internal tracking sheets at predefined intervals
    • Confirm that all IRB and site documentation is up-to-date and timestamped
    • Use dashboard filters to identify unresolved flags or anomalies

    DecenTrialz offers automated email reminders for missing or outdated compliance elements, enhancing proactive audit hygiene.

    Key Note: Audit preparedness is not just about compliance, it’s about demonstrating trustworthiness, transparency, and clinical rigor. With DecenTrialz, all pre-screening activity is automatically captured in a regulatory-compliant format, giving Sponsors and CROs confidence during inspections or cross-functional reviews. Every action on the platform leaves a trace, because every step in clinical research must be traceable.

  • Risk-Based Monitoring

    Risk-Based Monitoring (RBM) is a strategic approach to clinical trial oversight that focuses monitoring resources and efforts on the most critical data elements, processes, and sites. It is endorsed by both the ICH-GCP E6(R2) guidelines and regulatory authorities such as the FDA and EMA as a best practice to enhance trial quality and efficiency without compromising participant safety or data integrity.

    The DecenTrialz platform supports RBM frameworks for Sponsors and CROs conducting decentralized or multi-site trials by providing digital tools to identify, monitor, and mitigate risk proactively.

    Objectives of Risk-Based Monitoring

    RBM is designed to:

    • Protect participant safety and rights
    • Ensure the reliability of key trial data
    • Detect deviations, fraud, or protocol non-compliance early
    • Allocate resources more efficiently by prioritizing higher-risk areas
    • Reduce unnecessary on-site visits by enabling remote oversight

    How DecenTrialz Enables Risk-Based Monitoring

    1. Centralized Monitoring Dashboards

    • Access real-time insights into site activity, participant status, and data anomalies
    • Compare trends across sites using customizable filters (e.g., enrollment pace, dropout rates)
    • Receive automated alerts for critical deviations or protocol non-adherence

    2. Key Risk Indicators (KRIs) & Thresholds

    • Monitor pre-defined KRIs such as:
      • High screen failure rates
      • Unusual participant clustering by site
      • Missing data or long entry delays
    • Sponsors and CROs can define custom thresholds for alert triggers and review frequency

    3. Remote Source Data Verification (rSDV)

    • While DecenTrialz only handles pre-screening, the platform enables secure documentation exchange and logging of pre-consent communications for rSDV purposes
    • Site staff can upload credentialed documentation securely for audit preparation

    4. Site Performance Benchmarking

    • Track site-specific metrics in context of broader benchmarks (regional or study-wide)
    • Identify underperforming or overperforming sites for corrective action or best practice sharing

    Sponsor & CRO Responsibilities in RBM

    Under a risk-based model, Sponsors and CROs must:

    • Develop a Monitoring Plan that includes risk assessment, frequency of review, and response workflows
    • Use platform-generated data to inform adaptive monitoring schedules
    • Maintain complete documentation of all monitoring decisions and responses for inspection readiness

    DecenTrialz provides exportable monitoring reports, annotations, and secure document storage to assist with these duties.

    Collaboration with Sites

    RBM does not eliminate the need for site engagement. It requires:

    • Transparent communication with sites about observed patterns
    • Supportive dialogue when addressing protocol risks or participant follow-up concerns
    • A documented system for site feedback and issue resolution

    The platform facilitates this through structured messaging, audit notes, and secure document exchange.

    Key Note: Risk-Based Monitoring is not a reduction in oversight ,  it is a smarter, more targeted form of it. DecenTrialz empowers Sponsors and CROs to implement RBM efficiently by offering intelligent monitoring tools, risk alert systems, and flexible reporting dashboards. This leads to better use of resources, faster issue resolution, and improved overall trial quality.

  • API Access and Controls

    The API Access & Controls feature allows Sponsors and Contract Research Organizations (CROs) to programmatically interact with DecenTrialz using secure, standards-compliant application programming interfaces (APIs). This enables automation of trial workflows, real-time data exchange with internal systems, and integration with third-party analytics, recruitment tools, or electronic data capture (EDC) platforms ,  all while maintaining strict regulatory compliance.

    APIs are available only to authorized organizations under signed data use agreements and are designed in accordance with HIPAA, and industry-standard security protocols.

    Core API Capabilities

    Approved Sponsor and CRO teams may use the DecenTrialz API to:

    1. Fetch Trial-Level Data

    • Retrieve real-time trial metadata (protocol ID, study phase, IRB status)
    • Access site assignments and current trial status (e.g., Draft, Live, Paused, Closed)

    2. Extract Pre-Screening Metrics

    • Programmatically access match rates, eligibility breakdowns, and participant funnel trend
    • Export timestamped referral logs and pre-consent interactions (if permitted by consent)

    3. Push or Pull Site and Trial Updates

    • Update site status, IRB document versions, or recruitment notes from your system to DecenTrialz
    • Sync eligibility logic, study messages, or multilingual content (requires elevated permissions)

    4. Monitor Participant Activity (Pre-Referral Only)

    • Track pre-screener starts, completions, and dropout points
    • Visualize region-specific engagement trends via API endpoints for mapping tools or dashboards

    Access & Authentication

    To ensure maximum security and traceability:

    • All API access requires OAuth 2.0 authentication
    • API keys are time-bound and role-restricted, issued only to Sponsor/CRO Admin accounts
    • Each request is encrypted and logged in your organization’s digital audit trail
    • Rate limits and access scopes are enforced to prevent abuse or unauthorized data pulls

    Note: Participant health records, contact details, or PII are never accessible via public APIs unless IRB-approved and authorized via documented consent pathways.

    Requesting API Access

    Organizations interested in API access must:

    1. Submit a request via the “Integrations” tab in your Sponsor or CRO Admin dashboard.
    2. Undergo a brief API Readiness & Compliance Review conducted by DecenTrialz.
    3. Sign the API License & Data Use Agreement, outlining permitted use cases and technical responsibilities.
    4. Receive test credentials for sandbox integration, followed by production access upon validation.

    Integration Use Cases

    Common API usage scenarios include:

    • Embedding DecenTrialz data into custom dashboards (e.g., PowerBI, Tableau)
    • Automating participant match reports into sponsor CRMs
    • Real-time monitoring of trial engagement KPIs across decentralized sites
    • Connecting recruitment data to clinical operations platforms

    Key Note: API access empowers sponsors and CROs to build a more flexible, automated, and insight-driven clinical trial infrastructure. However, such access comes with compliance responsibilities. DecenTrialz enforces strict access controls, consent safeguards, and real-time monitoring to ensure participant trust and regulatory adherence are never compromised.

  • CTMS Integration

    The CTMS Integration feature enables seamless interoperability between DecenTrialz and your organization’s existing Clinical Trial Management System (CTMS). By integrating participant pre-screening data, referral outcomes, and site-level activity logs, this functionality allows Sponsors and CROs to maintain centralized oversight of study performance across decentralized workflows, without duplicating efforts or compromising data fidelity.

    Our integrations are fully compliant with HIPAA, ICH-GCP, and 21 CFR Part 11 requirements, and are designed to support both standardized and custom CTMS environments.

    What CTMS Integration Enables

    When enabled, CTMS integration allows you to:

    1. Sync Pre-Screening Metrics

    • Automatically push match data, eligibility status, and referral outcomes into designated CTMS fields
    • Track participant interest trends by geography, demographic segment, or study protocol

    2. Import IRB & Site Information

    • Pull trial metadata (e.g., protocol ID, IRB approval dates, study phase) from your CTMS to streamline trial setup on DecenTrialz
    • Reduce manual data entry across platforms

    3. Centralize Consent Documentation

    • Export timestamped consent logs from DecenTrialz into your CTMS for compliance archiving
    • Ensure all referral-related documentation is centrally accessible

    4. Enable Cross-Platform Dashboards

    • Combine DecenTrialz participant flow metrics with CTMS-based operational KPIs
    • Visualize recruitment health in one place without sacrificing granularity

    Supported Integration Methods

    DecenTrialz offers multiple options to accommodate varying CTMS architectures:

    • Secure API-based Integration (REST/JSON) for real-time data sync
    • Flat-file Syncs via SFTP or secure cloud storage (e.g., AWS S3) on a daily or scheduled basis
    • Custom Middleware Connectors for enterprise-grade platforms like:
      • Medidata CTMS
      • Oracle Siebel CTMS
      • Veeva Vault CTMS
      • IBM Clinical Development
      • OpenClinica and others

    Integration format and frequency can be customized based on your organization’s data governance policies and IT capabilities.

    Integration Setup Process

    To initiate CTMS integration, follow these steps:

    1. Submit a Request via your Sponsor or CRO Admin account under Settings > Integrations.
    2. Provide CTMS Specifications, including endpoint URLs, field mappings, and authentication method.
    3. Our integration team will schedule a secure onboarding call to configure and validate data flows.
    4. You will receive sandbox access for User Acceptance Testing (UAT).
    5. Upon successful testing and documentation approval, integration will be activated in production.

    All integrations are monitored via automated health checks and alerts to ensure sustained data accuracy.

    Governance and Compliance

    • Role-based access controls prevent unauthorized data transfer.
    • All integrated data is encrypted at rest and in transit.
    • Access logs are retained in accordance with sponsor SOPs and regulatory timelines.
    • CTMS-linked fields are clearly marked in DecenTrialz dashboards for traceability.

    Important: No participant identifiable data will be transferred unless explicitly approved through your IRB documentation and consent protocols.

    Key Note: Integrating CTMS with DecenTrialz streamlines your digital trial ecosystem, reduces redundancy, and enhances real-time visibility across recruitment workflows. Our integrations are built with regulatory compliance at the core, enabling a unified and audit-ready infrastructure for modern clinical trials.

  • Exporting Trial Data

    The Exporting Trial Data feature allows Sponsors and Contract Research Organizations (CROs) to securely download pre-screening data associated with a specific clinical trial or set of trials. This functionality is essential for performance analysis, internal reporting, compliance documentation, and integration with external tools such as statistical software, data warehouses, or clinical trial management systems (CTMS).

    All exports are governed by strict role-based access controls and follow HIPAA, ICH-GCP, and 21 CFR Part 11 requirements for data protection, traceability, and regulatory readiness.

    What Types of Data Can Be Exported

    Only data collected during the pre-screening phase may be exported from the DecenTrialz platform. This includes:

    1. Participant Funnel Metrics

    • Number of matches generated
    • Pre-screener completion status
    • Eligibility outcomes (Pass / Ineligible / Requires Review)
    • Time-to-completion statistics

    2. Consent Records

    • Timestamped consent logs for referral authorization
    • Participant opt-in or opt-out status for future communications
    • Record of IRB-approved language shown to the participant

    3. Geographic and Demographic Data (De-identified)

    • General location data (e.g., state or city)
    • Age range, gender, or other demographic filters (if collected and IRB-approved)
    • Data visualized by region or site

    4. Participant Flags

    • Skipped questions
    • Inconsistent responses
    • Referral readiness status

    Note: No protected health information (PHI) or personally identifiable information (PII) will be included unless (a) the export is approved by the Sponsor’s data governance lead and (b) explicitly authorized under the trial’s IRB documentation.

    Available Export Formats

    Sponsors and CROs may select from the following formats when exporting trial data:

    • .CSV – Standard comma-separated spreadsheet format
    • .XLSX – Excel-compatible file with preformatted headers
    • .PDF – Summary data in printable format, suitable for inclusion in sponsor reports or IRB documentation
    • .JSON – Machine-readable data structure for software integrations or API use cases

    Steps to Export Data

    1. Log in using an account with export permissions (Sponsor Admin or CRO Project Lead).
    2. Navigate to the trial dashboard and select “Export Data.”
    3. Apply filters as needed (e.g., date range, eligibility outcome, site).
    4. Choose export format and whether to include metadata (e.g., site name, timestamps).
    5. Authenticate via 2FA and confirm export.
    6. A download link will be generated or emailed to the authorized account.

    All export activity is logged in the audit trail for regulatory transparency.

    Security and Compliance Measures

    • Export permissions are tightly role-restricted and monitored.
    • All downloads are encrypted in transit and time-limited.
    • Every data export is logged, timestamped, and stored in your site’s audit history.
    • Any export containing sensitive flags or risk-indicative metadata is reviewed by platform compliance before download is released (where required).

    Key Note: Exported trial data provides crucial visibility for sponsors and CROs to evaluate progress, troubleshoot bottlenecks, and maintain regulatory audit readiness. However, data access must be balanced with confidentiality and ethical safeguards. DecenTrialz ensures that all exports adhere to IRB-approved guidelines and participant consent limitations.

  • Participant Flow Monitoring (Pre-Screen Only)

    Participant Flow Monitoring is a critical feature within the DecenTrialz platform that enables Sponsors and CROs to track the movement of potential participants through the pre-screening phase of a clinical trial. This phase includes initial interest, screening question completion, eligibility assessment, and referral readiness, but excludes post-referral or in-clinic activities, which remain under the research site’s purview.

    This module is designed to provide transparent, real-time oversight into early participant engagement while ensuring compliance with informed consent, privacy, and ethical standards.

    What Is Tracked in Participant Flow Monitoring

    The following milestones are tracked for each trial participant during the pre-screen phase:

    1. Match Initiation

    • Participant has been matched based on condition, location, or demographics
    • Timestamp of match initiation recorded

    2. Pre-Screener Started

    • Participant begins the structured health and demographic questionnaire
    • Time taken to complete pre-screener logged for analytics

    3. Pre-Screener Completion

    • Participant finishes all required questions
    • Automatic inclusion/exclusion filtering applied
    • Eligibility result (Pass / Ineligible / Needs Review) displayed

    4. Referral Readiness

    • If eligible, participant is shown next steps (e.g., referral form or study overview)
    • Option to opt out is always available
    • Consent to be contacted by research site is recorded and stored

    5. Consent Audit Trail

    • All affirmative responses (e.g., “I agree to be contacted”) are securely timestamped
    • No participant is referred without this explicit consent

    How Sponsors & CROs Can Use This Feature

    This view helps operational teams:

    • Analyze participant drop-off points in the pre-screening journey
    • Identify if questions are too complex, sensitive, or time-consuming
    • Detect potential bias in eligibility results (e.g., certain groups always ineligible)
    • Validate if matching logic aligns with actual study requirements
    • Monitor geographic or demographic skew in participation

    Each data point is anonymized and aggregated unless individual-level review is required by IRB-approved protocol or sponsor request.

    Data Visualization & Filtering Options

    Participant Flow Monitoring includes:

    • Funnel Charts showing step-by-step conversion rates
    • Heat Maps for time-to-complete metrics by location
    • Completion Time Analytics segmented by age group, gender, or condition (de-identified)
    • Drop-Off Reason Tags where users exited before completion

    Filters include:

    • Study
    • Time Period
    • Site
    • Age Range
    • Eligibility Status
    • Response Flags (e.g., skipped questions)

    All data can be exported for internal review or regulatory documentation.

    Regulatory & Ethical Safeguards

    • No identifiable information is shown unless de-identified summaries are insufficient and specific IRB provisions exist.
    • Every participant interaction is logged with audit-trail compliance (21 CFR Part 11).
    • Participants may exit at any point without obligation, and the system ensures this right is always presented clearly.
    • Consent for contact or referral is never assumed, it must be explicitly granted and is securely recorded.

    Key Note: Early-stage transparency is one of the strongest predictors of trial success. Participant Flow Monitoring enables Sponsors and CROs to identify engagement challenges, improve protocol design, and foster ethical, data-driven outreach. Use these insights to make participant-first improvements that uphold your obligations under ICH-GCP, HIPAA, and IRB standards.

  • Trial-Specific Insights

    The Trial-Specific Insights section within the DecenTrialz dashboard provides Sponsors and CROs with a granular view of each clinical trial’s operational performance. Unlike the broader dashboard overview, this view focuses solely on a single study, offering real-time, actionable insights across participant engagement, site responsiveness, protocol alignment, and referral readiness.

    This functionality is essential for identifying trial-specific challenges, validating site activity, and making timely adjustments to recruitment strategies, all while maintaining compliance and data traceability.

    Who Can Access Trial-Specific Insights

    Trial-Specific Insights are visible to:

    • Sponsor Administrators with access to the designated trial
    • CRO Project Leads and Clinical Operations Managers assigned by the Sponsor
    • Compliance and Quality Monitors (view-only access, if granted)

    Access is role-gated, and all views are logged to maintain audit integrity under HIPAA, ICH-GCP, and 21 CFR Part 11 requirements.

    Key Metrics Included in Trial-Specific Insights

    Each insight panel is organized by topic area and updated in real time. The standard views include:

    1. Participant Funnel Performance

    • Number of participants matched to the trial
    • Percentage of matches who completed the pre-screener
    • Pass-through rate based on eligibility criteria
    • Drop-off rate at each pre-screening stage
    • Top reasons for ineligibility (automatically categorized)

    2. Site-Level Activity

    • Site-wise breakdown of participant matches
    • Response times from site coordinators
    • Acceptance vs. rejection rates of applicants
    • Notes or reasons recorded by sites during rejection

    3. Timeline Progression

    • Days since trial launch
    • Days since last participant referral
    • Enrollment velocity vs. projected targets
    • Upcoming milestones or IRB renewal dates

    4. Protocol Consistency Flags

    • Sites using outdated eligibility criteria (flagged automatically)
    • Sites missing required documents (e.g., IRB approval letters)
    • Variance in pre-screener outcomes across regions (which may indicate interpretation gaps)

    Visual Tools and Data Filters

    Trial-Specific Insights include dynamic charts, heat maps, and downloadable tables. Available filters include:

    • By Site
    • By Geography
    • By Eligibility Outcome
    • By Demographics (de-identified)
    • By Time Period (rolling or custom)

    Users can export customized reports in .CSV or .PDF format to share with internal stakeholders, oversight boards, or clinical partners.

    Benefits of Using Trial-Specific Insights

    This module enables Sponsors and CROs to:

    • Proactively adjust recruitment strategy based on real-world performance
    • Identify and address site-level issues such as low responsiveness or unclear communications
    • Validate consistency in participant qualification across sites
    • Ensure compliance readiness through real-time documentation visibility
    • Support IRB communications with transparent eligibility and enrollment records

    Key Note: Trial-Specific Insights are not merely passive data views, they are decision-making tools that empower sponsors and CROs to steer their studies with precision. With real-time visibility into each site’s performance and participant journey, you can address emerging issues early, optimize outreach, and uphold your regulatory obligations with confidence.

  • Dashboard Overview

    The dashboard is the centralized command center for Sponsors and CROs managing clinical trials on the DecenTrialz platform. It provides a secure, real-time overview of key performance indicators (KPIs), participant activity, site-level metrics, and protocol compliance, enabling data-informed oversight across single or multi-site studies.

    This section outlines the structure, features, and functional capabilities of the dashboard, along with best practices for its effective use in pre-screening and operational management.

    Who Can Access the Dashboard

    Access is role-based to ensure data protection and regulatory compliance. The following users may view and interact with the dashboard:

    • Sponsor Administrators
       (Full visibility across all assigned studies and sites)
    • CRO Administrators
       (Access tied to delegated studies or therapeutic areas)
    • Project Managers & Clinical Operations Leads
       (View-limited or task-specific permissions, as configured)
    • Compliance Monitors
       (Access to audit trails and data verification panels only)

    Each dashboard is encrypted and includes detailed access logs per HIPAA and FDA 21 CFR Part 11 guidelines.

    Core Components of the Dashboard

    1. Trial-Level Overview

    • Number of active, paused, and closed studies
    • Pre-screening status per study
    • IRB document status (uploaded/pending/expired)
    • Study start and projected end dates

    2. Participant Activity

    • Total participants matched
    • Completed pre-screeners
    • Referral conversion rates
    • Participant dropout flags
    • Matching velocity trends (by week/month)

    3. Site Performance Metrics

    • Site-level enrollment activity
    • Time-to-referral averages
    • Screening-to-referral ratio
    • Site-specific protocol deviation flags (if integrated)

    4. Document & Compliance Tracker

    • Upload logs with version control
    • IRB and consent document timestamps
    • Participant-facing communication approvals
    • Consent tracking (pre-screen stage only)

    5. Risk & Oversight Panels

    • Outlier detection in participant matching patterns
    • Flags for rapid dropout or unusual match rates
    • Automatic compliance alerts for missing documentation
    • Task tracker for pending reviews or site queries

    Using the Dashboard for Decision-Making

    Sponsors and CROs can use the dashboard to:

    • Identify underperforming sites in real time
    • Monitor trial outreach and recruitment trends
    • Confirm whether eligibility criteria are too narrow or broad
    • Detect compliance issues early in the participant journey
    • Share operational summaries with internal teams or external stakeholders

    The dashboard supports CSV and PDF exports for regulatory reporting and internal audits.

    Customization & Filters

    The dashboard can be filtered by:

    • Trial phase
    • Study region
    • Site location
    • Participant demographics (if de-identified)
    • Time range (last 7 days, 30 days, custom)

    Admins may also create custom views or save report templates.

    Key Note: Your dashboard is not just a reporting tool, it is a real-time, audit-ready reflection of your trial’s operational health. Use it to proactively identify delays, improve outreach, strengthen site engagement, and stay aligned with regulatory timelines. All actions and reports generated through the dashboard are stored with full traceability to support inspections, interim analyses, and end-of-study reconciliations.

  • Uploading Multi-Site Trials

    The DecenTrialz platform is designed to support both single-site and multi-site clinical trials. Sponsors and CROs managing multi-center studies can upload trials centrally while assigning relevant roles and permissions to each participating research site. This functionality ensures consistency across study protocols, eligibility criteria, and compliance standards, while allowing site-level operational flexibility.

    This section explains the process, permissions, and best practices for uploading and configuring multi-site clinical trials on the platform.

    Who Can Upload Multi-Site Trials

    The following user roles may initiate and manage the upload of a multi-site trial:

    • Sponsor Administrator (Primary responsibility for initiating trials)
    • CRO Administrator (If granted trial setup privileges by the Sponsor)
    • Authorized Delegates (e.g., project leads or data managers with restricted access)

    All trial uploads are logged in the digital audit trail and may be reviewed for compliance purposes.

    Steps to Upload a Multi-Site Trial

    Step 1: Navigate to “Trial Management”

    • Access the Sponsor Dashboard or CRO Dashboard
    • Click on “Add New Trial”
    • Choose the “Multi-Site Trial” option

    Step 2: Complete Trial Overview Form

    Provide core trial metadata including:

    • Study Title and Protocol Number
    • Therapeutic Area and Indication
    • Phase of Study (I, II, III, IV, or observational)
    • Study Start and Expected Completion Dates
    • Primary and Secondary Objectives
    • Sponsor and CRO (if applicable)

    This ensures standardization across all participating sites.

    Step 3: Upload Required Study Documents

    Attach the following:

    • Finalized protocol (PDF)
    • IRB approval letter (if centralized)
    • Investigator Brochure (optional)
    • Site training materials (if available)

    Each document will be available only to the assigned sites and DecenTrialz admins for quality assurance.

    Step 4: Assign Sites to the Trial

    Refer to the Assigning Sites section. You must assign at least one approved site for the trial to move to “Live” status.

    Step 5: Configure Participant Pre-Screening Rules

    • Define global eligibility criteria to apply across all sites
    • Set custom parameters if some sites have local inclusion/exclusion modifications (optional and subject to sponsor sign-off)
    • Select whether participant matching should be handled centrally or by site coordinators

    Step 6: Save as Draft or Submit for Activation

    • Trials can remain in Draft status for internal review
    • Once finalized, mark as “Ready for Review”
    • DecenTrialz Support team will conduct a quality control check before moving the trial to Live

    Best Practices for Multi-Site Uploads

    • Centralize documentation: Ensure all shared materials (protocols, consents, training guides) are consistent across sites.
    • Maintain traceability: Use the audit trail to track all document uploads, modifications, and site assignments.
    • Enable version control: When updating study materials, clearly label version numbers and dates to avoid confusion at the site level.
    • Clarify sponsor-CRO roles: Clearly define who is responsible for document updates, site communication, and compliance tracking.

    Post-Upload Trial Statuses

    • Draft – Not visible to sites, still under internal setup
    • Pending Review – Submitted for DecenTrialz quality review
    • Live – Trial is active and pre-screening can begin
    • Paused – Trial activity temporarily halted (e.g., protocol amendment in progress)
    • Closed – No longer accepting participants

    All status changes are logged and timestamped.

    Key Note: Uploading a multi-site trial through DecenTrialz simplifies operational complexity while maintaining regulatory oversight. By centralizing study setup and standardizing access controls, Sponsors and CROs can ensure that every site runs from the same validated foundation, minimizing risks, reducing errors, and accelerating enrollment readiness.