Frequently Asked Questions

Login to the Scheduler Application

• How do I get access to Scheduler System?
• Can you reset my password?
• How will I receive my password information?

Schedule an appointment

• How do I schedule an appointment?
• How can I hold an appointment without knowing who the subject is?
• Can I review the availability of resources at the CRC?
• Sometimes we change what we are going to do in later visits depending on how the early visits go. Do we need new templates?
• I tried to schedule an appointment but there is nothing available, why?
• How can I find appointment information for a subject?

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Reviewing subjects

• How do I manage my study subjects in Scheduler?
• Why can't I delete a subject record?

Reviewing studies

• What are visit templates?
• Under Home > Studies List > Study Details > Visit Details: When I look into "Study Details", Why is the Status "Pending" and when do I know it is open?
• Why can't I add study members to my study?
• There are subjects added to my study that are not on my study, how do I remove them?
• My study information isn't correct in the system, who fixes that?
• Why can't I delete a study?

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Management

• How do I manage users in Scheduler?
• How do I manage resources in Scheduler?
• Can I create my own reports?
• Is there a direct printing option in Scheduler that allows me to print reports without exporting to Excel first?
• Where can I find a list of available users?

Other

• What are the different roles in Scheduler?
• I'm a super admin, can I get an overview of the Scheduler application?
• I'm a study staff, can I get an overview of the Scheduler application?
• I'm at a Harvard Catalyst affiliated institution, who do I contact for help?