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Practical, screen-by-screen guidance for the people who design studies, support sites, coordinate supply and safeguard records.
Find your workflow.
28 original guides, organized around your role and the next task.
Self-service registration, tiers and monthly invoices
Create an Account on the Free tier, review capacity limits, select a plan and inspect monthly invoices.
Read the guide Site workflowsUnscheduled dispensation and subject-site inventory
Enable additional dispensation at protocol level, select products and quantities, verify issued kits and distinguish available from eligible stock.
Read the guide GovernanceSystem Admin: Master Application Settings and data limits
Configure global master-randomization and combined site cold-chain record limits while retaining existing records.
Read the guide Getting startedGetting started: Account and study context
Sign in, select the right working context and understand why access changes between Accounts and studies.
Read the guide Getting startedSigning in with email verification
Read the restricted-system notice, enter your credentials and complete the one-time email verification code.
Read the guide Getting startedSession security, lockouts and disabled access
Understand idle timeout, single active sessions, failed-attempt lockouts and the messages shown when a user or Account is disabled.
Read the guide Getting startedWhat's New and release notes
Open the What's New panel to read released versions, follow how-to steps and download linked controlled documents.
Read the guide Getting startedIn-app help, terminology and worked examples
Use each page's Help panel and its page-specific terminology section with clinical-trial examples.
Read the guide GovernanceUser roles and permissions
Understand administrator boundaries, configurable role permissions, site scope and blinded versus unblinded access.
Read the guide GovernanceAccounts and user administration
Manage organization profiles and provision users without confusing profile contacts with application permissions.
Read the guide GovernanceUser access status, disabling and access history
Review locked and disabled users, disable or enable a user with a reason, and search the immutable access status history.
Read the guide Study operationsStudy design and randomization
Use the Study Settings and Study Design tabs to record protocol information and configure products, arms, allocation ratios, factors and cohorts before generating or importing an operational master.
Read the guide Study operationsMaster randomization, previews and exports
Understand randomization identifiers, captured generation settings and the limits of imported or exported schedules.
Read the guide GovernanceAudited UAT package and regulatory submission exports
Use the study Lifecycle & Exports tab to approve, execute, sign off and QA-release the UAT package before activation, then produce masked, hashed submission datasets.
Read the guide Study operationsVisit products and two-arm crossover
Configure product quantities, visit order and persistent treatment switches without rewriting original assignment.
Read the guide Study operationsScreening and site-stocked block allocation
Review screening prerequisites, eligibility confirmation and the connection between allocation and eligible site stock.
Read the guide Study operationsDispensing and physical kit verification
Separate kit issuance from physical verification and understand Pending Verification versus Dispensed.
Read the guide Clinical supplyDepot packaging and external labels
Understand Packaging status, label mapping and signed release before stock becomes eligible for shipment.
Read the guide Clinical supplyDepot status: Active and Inactive
Read depot Active/Inactive status on Sites and Depots and understand which depots can be used for new lots and shipments.
Read the guide Clinical supplyInventory and quantity balances
Distinguish kit identity, package quantity, units per kit and separate location/status balance rows.
Read the guide Clinical supplyShipments, site/depot inventory and supply forecasts
Review site status and contacts, IP-level availability and dispensing, depot stock, supply forecasts and block-aware replenishment.
Read the guide Clinical supplyCold chain and excursion disposition
Review readings, storage ranges and signed QA decisions without mistaking advisory calculations for release approval.
Read the guide GovernanceAccount documents, versions and archival
Upload, revise, archive and restore permitted physical documents while retaining bytes, history and signed reasons.
Read the guide GovernanceCustomer agreements and electronic signature
Account Administrators review and electronically sign the MSA, Quality Agreement, SLA and DPA before their Account can use Agilix RTSM.
Read the guide GovernanceAudit trail and electronic signatures
Search UTC events, understand signature context and interpret hash-chain verification without overstating its assurance.
Read the guide GovernanceReports and scoped exports
Find permitted reports, apply study/site/date filters and distinguish ordinary exports from retained signed records.
Read the guide Getting startedArchitecture, hosting and deployment boundaries
Understand the operational services, the separate Razor Pages website and the controls needed before external hosting.
Read the guide Getting startedTroubleshooting and safe escalation
Diagnose context, permissions, record state and stock issues without bypassing controls or erasing evidence.
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