Trelice, explained step by step.
Guides for every part of Trelice, from your first sign-in to managing your organization. The same guides are available inside the app under Help, and they are updated with every release.
Getting started
Welcome to Trelice
What Trelice is, the main ideas in plain words, and how a study becomes a finished protocol.
Signing in and your account
How to sign in, accept an invitation, change your password, and what to do if you are locked out.
Finding your way around
A tour of the screen: the menu on the left, the bar at the top, and the notification bell.
Your dashboard
What the four number cards mean and how to use the lists on your home page.
Everyday work
Working with studies
Create a study, open one, add sites, and start or import a protocol.
Pending tasks
See every piece of work waiting on someone, find your own, and send a polite reminder.
Your approval queue
Where sections waiting for YOUR approval appear, and how to approve or ask for changes.
The audit trail
The permanent record of who did what and when, how to read, filter, and search it.
Writing a protocol
The protocol editor at a glance
The protocol's sections, the colored status icons, saving your work, and the editor's toolbar buttons.
Writing and formatting text
Making text bold, adding lists and headings, and inserting abbreviations.
Filling in structured sections
Sections that are forms instead of free text, including the Schedule of Assessments table.
Golden threads: keeping sections consistent
Why a warning appears when related sections disagree, and how to clear it.
Comments and working together
Leave comments on individual fields, resolve discussions, and see who else is editing.
Review and approval
Sending a section for review
Assign reviewers, set due dates, submit a section, and what the statuses mean.
Reviewing and approving
The reviewer's side: reading a section, approving it, or asking the writer for changes.
Electronic signatures
Signing a protocol electronically and why the system asks for your password again.
Consent forms
The master consent form
Create an informed consent form from your protocol and keep its reading level simple.
Translations and country versions
Translate a consent form, have a language specialist review it, and make country-specific versions.
The ICF Generator (from a PDF)
Upload an existing protocol PDF and let Trelice draft a consent form from it.
Study documents
Visit instructions and the subject booklet
Step-by-step checklists for every study visit, and a printable booklet for participants.
The eligibility screener
Answer simple questions about a candidate and get an eligible / not eligible answer.
The IRB questionnaire
Ready-made answers for ethics-committee questions, built from your protocol.
The site budget
A per-country cost estimate built from your Schedule of Assessments.
The study schematic
An automatic diagram of your study's design: groups, visits, and assessments.
Exports and reports
Downloading PDF and Word documents
Export your protocol or consent form, watch the progress bar, and find your download.
Progress and audit reports
See how far along a protocol is, and print a record of everything that happened to it.
Notifications and reminders
The bell at the top of the screen, email notifications, and choosing what you receive.
Amendments
Administration
Managing users and invitations
Invite colleagues, choose their roles, unlock accounts, and reset passwords.
Protocol templates
Build reusable protocol outlines so every new protocol starts the way your organization likes.
Setting up review workflows
Decide who reviews first, who reviews after them, and which workflow is the default.
Abbreviations, redaction, and budget pricing
Three admin libraries: your abbreviation list, what gets blacked out in redacted copies, and procedure prices.
Platform administration
Reference
Glossary
Plain-English explanations of every clinical-trial and Trelice term used in these guides.
Roles and permissions
What each of the 14 roles can see and do, and why a page may be missing from your screen.
Common questions and problems
Quick answers: signed out unexpectedly, missing buttons, stuck exports, and more.
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