Finding your way around

A tour of the screen: the menu on the left, the bar at the top, and the notification bell.

Every page in Trelice has the same frame: a dark menu column on the left, a white bar across the top, and your work in the large area between them. Once you know this frame, no page will surprise you. This guide walks the screen top-to-bottom, left-to-right.

The menu on the left (the sidebar)#

The dark blue column on the left edge of the screen is the main menu. It is always there, on every page.

At the very top you will see the word Trelice next to a small document symbol, with Clinical Trial Platform underneath. This is just the product name — it is not a button.

Below that comes the list of menu items. Each is a small symbol with a label. The item for the page you are on is highlighted with a lighter blue background. Click any item to go to that page:

• Dashboard — your home page, with counts and recent activity. See Your dashboard.
• Studies — the list of your organization's studies. Almost all daily work starts here. See Working with studies.
• Pending Tasks — every piece of work that is waiting on someone, across all studies. See Pending tasks.
• Approval Queue — sections waiting for your approval. See Your approval queue.
• Audit Trail — the permanent record of who did what and when. See The audit trail.
• Settings — your personal notification choices. See Notifications and reminders.
• ICF Generator — a tool that drafts a consent form from an uploaded protocol PDF. See The ICF Generator (from a PDF).

The Administration group#

If you are an administrator, a heading in small capital letters — ADMINISTRATION — appears below the items above, with six more entries:

• Users — invite colleagues, set roles, unlock accounts. See Managing users and invitations.
• Templates — reusable protocol outlines. See Protocol templates.
• Review Workflows — who reviews, and in what order. See Setting up review workflows.
• Abbreviations — your organization's abbreviation list.
• Redaction — what gets blacked out in redacted copies.
• Budget Pricing — procedure prices used by the site budget. These last three are covered in Abbreviations, redaction, and budget pricing.

Note: The ADMINISTRATION group only appears for the System Admin and Sponsor Admin roles (and platform administrators). If you do not see it, your account is not an administrator account — nothing is wrong. See Roles and permissions.

The Platform group#

Platform administrators — the people who run Trelice itself, across all customer organizations — see one more heading, PLATFORM, with a single entry:

• Tenants — create and manage customer organizations. See Managing customer organizations.

Most users will never see this group.

Your name, at the bottom#

At the very bottom of the menu, in a small panel, you will see your full name with your role underneath it — for example, MEDICAL WRITER. This is a handy way to confirm which account you are signed in with. It is not a button.

The bar at the top (the header)#

Across the top of the screen runs a slim white bar. From left to right:

The page title. On the left, in bold — for example Dashboard, Studies, or Approval Queue — so you always know where you are.

The notification bell. Near the right side is a bell symbol. When you have unread notifications, a small red circle with a number sits on the bell. Click the bell and a panel titled Notifications drops down, listing your most recent notifications — a section approved, a review assigned to you, a due date approaching. Each entry shows a title, a short message, and how long ago it happened; unread ones have a pale blue background and a small blue dot.

1. Click a notification to jump straight to the item it is about.
2. Click Mark all read at the top of the panel to clear the red counter in one go.
3. Click Notification preferences at the bottom of the panel to choose which notifications you receive. See Notifications and reminders.

What you'll see if there is nothing new: the panel simply says No notifications yet.

Your email address. To the right of the bell, in small grey text, is the email address you are signed in with.

The sign-out button. At the far right is a small door-with-arrow symbol. Rest your mouse on it and a tooltip says Sign out. Click it to sign out and return to the sign-in page. See Signing in and your account.

The work area#

Everything between the menu and the top bar is the work area — the page itself. Its content changes with each menu item, but the frame around it never moves. When a page is longer than the screen, only the work area scrolls; the menu and the top bar stay put.

The session warning#

One more thing lives on every page, though you will rarely see it: if you leave Trelice untouched for close to an hour, a small window titled Session Timeout appears in the middle of the screen with a countdown. Click Stay Logged In to keep working. This is explained fully in Signing in and your account.

Troubleshooting: If a menu item described here is missing from your screen, it is being hidden on purpose — either your role does not include it, or your organization's Trelice contract does not cover that feature. Compare with Roles and permissions, and ask your administrator if you believe you need access.

A suggested first walk#

1. Click Dashboard and read Your dashboard.
2. Click Studies and open any study to look around — looking never changes anything.
3. Click Pending Tasks to see how work is tracked.
4. Click the bell once, just to see the panel.

Five minutes of clicking, and the frame will feel like home.