The assay schedule provides a way to define and track expectations of when and where particular instrument tests, or assays, will be run. The schedule may be the same for all subjects of the study, or each cohort may have a different schedule.

To define the assay schedule within a study:

  • Open the Assays tab.
  • Click Manage Assay Schedule.

Populate Dropdown Options

Before you can define your assay schedule, you will need to populate dropdown options for the Assay Name, Lab, SampleType, and Units fields. They can be set at the folder level as described here. You can also view or set project-level settings by selecting Configure > Project > [field_name].

  • Select Configure > Folder > Assays.
  • Use Insert > Insert New Row (or Import Bulk Data) to populate the StudyDesignAssays table.
  • Repeat for:
    • Configure > Folder > Labs to populate the StudyDesignLabs table.
    • Configure > Folder > SampleTypes to populate the StudyDesignSampleTypes table.
    • Configure > Folder > Units to populate the StudyDesignUnits table.

Define Assay Configurations

Each assay you add will become a row on your assay schedule.

  • Return to the Manage Assay Schedule page.
  • In the Assay Schedule panel, click Add new row.
  • Select an Assay Name and complete the Description, Lab, Sample Type, Quantity, and Units fields.

Define Assay Schedule

Next you will add a column for each visit in your study during which an assay you defined will be run. Note that if you are using a date-based study, the word "visit" will be replaced with "timepoint" in the UI. If you do not already havve visits defined in your study, you may add them from this page.

  • Click Add new visit.
  • In the popup, either:
    • Select an existing study visit from the dropdown, or
    • Create a new study visit providing a label and range.
  • Click Select or Submit respectively to add a new column for the visit to the assay schedule.
  • Each visit you add will become a column - check the boxes to identify which assays will be run at this visit.
  • Continue to add rows for assays and columns for visits as appropriate.
  • Click Save to save the schedule. Note that columns without data (such as visits added which will not have any assays run) will not be saved or shown.

Assay Plan

Enter a text description of the assay plan. Click Save when finished. The assay plan is optional to the study tools, but may be required for some workflow applications. If provided, it will be displayed with the assay schedule in the study.

Display Assay Schedule

You may now choose to add an Assay Schedule web part to any tab or page within your study. The web part includes a Manage Assay Schedule link, giving users with Editor permissions the ability to manage the assay schedule without having access to the Manage tab.

  • From the Select Web Part dropdown, choose Assay Schedule.
  • Click Add.

Additional Resources

Discussion

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