Run a study from one clear view.

1. Open the Researcher Dashboard registration page.
2. Enter your display name, email address, and password.
3. Select Register.
4. If email verification is enabled, check your inbox and follow the verification link.

Passwords must be at least 8 characters when registering. If Google sign-in is enabled, you may also use Continue with Google. A Google-created account may not have a password at first; you can add one later from Account Settings.

1. Open the Researcher Dashboard login page.
2. Enter your email address and password.
3. Select Login.

If email sign-in flows are enabled, you can request a one-time magic link by entering your email address, selecting Email Me a Magic Link, and opening the link from your inbox.

From Account Settings, you can:

• Update your display name.
• View your account email address.
• Resend email verification when your email is unverified.
• Add or change your password.
• Review linked external sign-in methods.
• Unlink an external sign-in provider when another sign-in method remains available.
• Review active sessions, including the current session.
• Select Log Out Everywhere to revoke active sessions across devices and browsers.

1. Select Create Organization.
2. Enter the organization name.
3. Select Create Organization.

The person who creates an organization is automatically set as its organization administrator. Organization names on the creation form can be up to 30 characters.

If your organization already exists, ask an organization administrator to invite you. The invite is sent to the email address associated with your account. The invited email must already have a TrialPilot researcher account.

• Protocol identification: short title, study phase, full title, protocol number, IND study status, and invite code.
• Study design: design type, blinding, control type, randomization ratio, duration, intervention start delay, and wearable baseline duration.
• Study team: principal investigator, clinical project manager, medical monitor, and study coordinator.
• Objectives and endpoints: primary, secondary, exploratory, and safety objectives.
• Regulatory and oversight: sponsor information, responsible party details, NCT number, FDA serial number, and protocol version metadata.

Define total sample size, per-arm sample size for randomized designs, inclusion criteria, exclusion criteria, and withdrawal or discontinuation criteria. For randomized designs, the dashboard shows ratio and power-calculation context based on the sample size inputs.

Interventions define product name, generic name or class, administration route, formulation, comparator, and dose escalation schedule. Safety & Consent configures eConsent content, IRB or ethics information, adverse-event definitions, SAE definition, and Data Safety Monitoring Board information.

Configure the reporting regime, sponsor-investigator IIT setting, IND or IDE numbers, exemption rationale, Investigator's Brochure version, investigator-to-sponsor reporting window, and red-flag rules.

Randomized controlled, crossover, and factorial designs expose the Randomization tab. Use it to configure arms or factors, block settings, strata, allocations, locking, participant randomization, audit review, and emergency unblinding with a required reason.

Adaptive platform studies evaluate multiple intervention arms against a shared control. Enabling platform mode reveals the Platform tab for arms, coded labels, allocation weights, control status, error-control policy, response-adaptive guardrails, and combination design settings.

TrialPilot Researcher Dashboard

Localization manages authoring and target languages, validation coverage, and published localized participant content. The Publish tab reviews whether required fields are complete and sets the study to enrolling when validation passes.

1. Open Assessments.
2. Select Add Assessment.
3. Filter by category if needed.
4. Select an assessment.
5. Select Add Assessment.
6. Configure its schedule if it is not continuous.

• Baseline: performed before the study begins.
• None: included without a repeating schedule.
• Daily.
• Weekly.
• Custom weeks, such as week 2, week 4, and week 8.
• Continuous assessments are added without a schedule dialog.

• Baseline assessments open before the study starts.
• Daily and weekly assessments become recurring participant tasks.
• Custom week assessments open on the selected study weeks.
• Intervention logs are driven by the intervention and dosing setup.
• Daily check-ins track participant symptoms and PEM signals.
• Wearable baseline settings define the pre-intervention wearable run-in.

The dashboard is the operational home for an active study. It shows study status, visibility, type, principal investigator, enrollment progress, completion rates, withdrawal count, average study day, health signals, attention-needed items, metrics charts, recruitment funnel, wearable cohort status, and recent activity.

Common actions include Share Invite, Export Study, Configuration, and Participants. Participant-level recent activity may be hidden until the study has at least 20 participants.

The Participants page monitors de-identified participant progress with study-scoped IDs, enrollment date, current study day, health status, assessment completion, daily check-in rate, intervention log rate, wearable status, last active time, participant status, and adverse event count.

Participant detail pages include Overview, Daily Check-Ins, Assessments, Interventions, Wearable, and PEM episodes tabs. Participant-level researcher views are suppressed for small cohorts until a study has at least 20 participants.

Recruitment queries the TrialPilot research registry for potential participants beyond the current study's direct reach. Researchers see counts only, TrialPilot sends the invitations, and members are not contacted more than once every two weeks.

Escalations show red-flag reports routed to emergency care. Participants are already instructed to contact emergency resources at the moment of reporting; the study team's role is follow-up and documentation.

Triage is where reviewers inspect patient symptom reports, review severity and red-flag status, convert reports into recordable adverse events, or dismiss reports with a reason. The system does not classify self-reports as adverse events on its own.

Adverse events show verbatim term, participant pseudonym, seriousness, CTCAE grade, reportability, and workflow state. Event detail pages support seriousness, causality, expectedness, reportability, reporting obligations, submission completion, resolution, and E2B(R3) ICSR generation.

Reporting shows every reporting clock across the study, links each obligation to its adverse event, highlights overdue clocks, and surfaces sponsor task checklists when available.

Data management covers trial-of-record workflows: queries, coding, controlled lock, export, and audit. It is designed around Part 11 / ALCOA+ expectations with versioned and auditable values.

Regulatory manages overview status, submissions, amendments, and reportable events. It is intended to support activation gates so a study cannot enroll without current approval when that rule applies.

Export Study supports data type, format, start date, end date, and wide format when supported. Each study has an invite code that can be copied from Study Builder or shared from the study dashboard. Public studies may appear in participant-facing discovery surfaces; invite-only studies require an invite path.