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Register Your Study

Registering a study means describing its basic design: title, description, research focus, conditions, arms or cohorts, eligibility criteria, personnel, planned visits and protocols. You can do this in either of two ways. Both create exactly the same study record and capture the same required information.

Study Registration Wizard (SRW) Basic Study Design template
What it is A guided online form basic_study_design + protocols template files
Best for First-time submitters entering details by hand Teams preparing many files, or scripting uploads
Checks Validates each page as you go Validated when you upload the package
Packaging Study only; subjects and results follow as templates Can go in the same package as subject templates
Studies without subjects Attach your data as Study Files in step 10 Possible, but the wizard is simpler 
flowchart LR
    A{Entering details by hand?} -- Yes --> C[Registration Wizard]
    A -- "No, files or scripts" --> D[Basic Study Design template]
    C --> E([Study registered])
    D --> E
    E --> F[Subjects, samples, results]

Option A: Study Registration Wizard

Open the Study Registration Wizard and sign in. Choose your workspace and click Register Study. If no workspace appears, see Get a workspace.

The wizard has 11 steps. Required fields have a red asterisk, and Next stays grey until they're filled. You can Save and come back at any time.

Step What you enter
1. Basic info required User-defined ID, titles, brief description and other study details
2. Categorization required One research focus (or No Research Focus Specified)
3. Condition or disease required One or more conditions; add a new one if it's missing
4. Arm or cohort required At least one arm or cohort: ID, name, description, type
5. Inclusion/exclusion required Eligibility criteria, or tick no criteria
6. Personnel required People on the study: name, organization, email, role
7. Planned visit required Visit schedule, or tick not applicable
8. Protocol required Choose an existing protocol or upload a new protocol file
9. Publications / study links optional Planned release date, publications (a PubMed ID fills in the rest), links
10. Study file optional Extra files: data dictionaries, case report forms, custom data files (no .zip)
11. Validate and upload required Click Submit to ImmPort to validate and load the study

After you submit, the Submission Status page shows whether the upload is Pending, Completed or Rejected, and you receive an email with downloadable reports. For a rejected upload, open the upload ticket to see the errors.

You can edit or delete entries in any step before you submit. Steps 4–10 use Edit and Delete pop-ups.

Screenshots of each step

SRW home page: workspace selector, help button, Register Study button and the table of existing registrations Register Study pop-up listing the information you will need, with Proceed and Close buttons

SRW navigation: step tabs, help icons, guidance boxes, red asterisks on required fields, and Exit/Save/Back/Next buttons

Step 1 Basic info: User Defined ID, Brief Title, Brief Description and other text fields

Step 2 Categorization: single choice of research focus

Step 3 Condition or Disease: dropdown with an Add New option

Step 4 Arm or Cohort: Add Arm or Cohort pop-up with User Defined ID, Name, Description and Type

Step 5 Inclusion/Exclusion: no-criteria checkbox and Add Criteria pop-up with Criterion and Category

Step 6 Personnel: Add Personnel pop-up with name, organization, email and role

Step 7 Planned Visit: not-applicable checkbox and Add Planned Visit pop-up

Step 8 Protocol: choose an existing protocol or Add New Protocol with file upload

Step 9 Publications/Study Links: release date picker, Add Publication and Add Study Link buttons

Step 10 Study File: Add Study File button

Step 11 Validate and Upload: Save and Exit or Submit to ImmPort

Submission Status page showing Pending, Completed and Rejected uploads

Edit and Delete pop-ups with Close and Update buttons

The same walkthrough is available as a PDF and as PowerPoint slides.

Option B: Basic Study Design template

  1. Download basic_study_design and protocols from the Template Catalog.
  2. Fill them in. basic_study_design has several sections. The planned_visit, inclusion_exclusion and study_2_protocol sections each need at least one row (rule R-17).
  3. Put both templates and your protocol documents in one .zip. You can include subject templates in the same package.
  4. Validate and upload the package.

Changing a registered study

Use the study_design_edit template to add or update publications, links, files and other study details after registration. Upload it like any other template. For anything it can't change, contact the ImmPort Helpdesk.

Next step

Find out which templates your data needs.