The Subject Matrix

  1. Accessing the Matrix
  2. Understanding the Matrix
    1. Features & Actions

Accessing the Matrix

1. On the Home Screen, click on your Study Name to access the dashboard.

Access Study

2. Click on SUBJECTS in the Left Navigation Menu.

Study Dashboard Navigation

Understanding the Matrix

The Subject Matrix displays all subjects entered in the Study alongside their visit progress columns.

Subject Matrix View

Features & Actions

  • Export: Click the EXPORT button at the top to download the entire matrix as a CSV file.
  • Row Actions: Click the Options Icon (⋮) on an individual row to perform specific actions like “View Subject” or “Sign Subject” depending on your user role.