EDGE: Getting Started

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1 EDGE: Getting Started Dear User please note that these notes are intended to get you started on EDGE. There are more comprehensive notes available on the EDGE website (via the general documents tab on the home page). Setting up an account As a condition of approval for research in Solent NHS Trust, we request that your study is placed on the EDGE database and that you fill in a few details about the study, and then upload your recruitment as the study progresses. There is far greater functionality within EDGE as a study management system and you are welcome to use the system to support your study further should you wish. When you are issued approval, we will issue you with an account. An will automatically be sent to your address prompting you to activate the account. If you have not received an activation then please contact your organisation s EDGE Administrator. When you receive your activation please click the link, as shown below to activate your user account. You will have 7 days to activate your account once the has been sent. Dear Mr Mike Smith, A user account has been created for you on the EDGE application. Please click on the link below to confirm you are the person named above and to authorise your e-dge account. Once this account has been authorised a new password will be generated for this account and sent to your address. If you are not the above named person then please ignore this . N1iP9Q%3d%3d Your account must be activated within 7 days of this or the authorisation link will expire. Please note: This is an automated . If there are any problems then contact the EDGE team on the below address edge@southampton.ac.uk Sent from:

2 After clicking the link you will be directed to the EDGE website and shown confirmation of your account authorisation. A further will be sent to you with your temporary password for your initial login. Follow the link in this and log into EDGE. NOTE: Your temporary nine character password will appear in the within quotation marks. e.g. 'V/JK675B&'. Do not include these quotation marks when entering your password into EDGE. IMPORTANT FIRST TASK IN E-DGE HOME > MY DETAILS > EDIT It is important when you first log in to EDGE to 1. Change your password From the home page, click on MY DETAILS Then click on the tab MY LOG ON DETAILS Down the right hand side, please click the link to change your password to something you will remember 2. Set up your security questions Further down the page, click on the link on the right hand side to set up your security questions. This will enable you to reset your password easily should you forget it 3. Ensure all of your personal contact details are correct. Please make sure as much information as possible is entered including contact numbers and addresses. To update your information click EDIT in the top right corner of the My Details tab and amend the details. When you have finished click SAVE to apply the changes. If your details change at any time please ensure you update the system as soon as possible.

3 Logging into EDGE Please enter your username (by default: your ) and password, as found in your activation , into EDGE and click LOGIN. On successfully logging in you will be directed to the EDGE Home Screen. If you forget your password click FORGOTTEN YOUR PASSWORD on the LOGIN screen and follow the on screen prompts and security questions to reset it. If you haven t set up your security questions please contact research@solent.nhs.uk for support Home Screen (Navigation Page) HOME EDGE has an intuitive home screen with short cuts to the most frequently accessed parts of the system which allows you to move quickly between these different areas. The grey task bar at the top contains all the functions of EDGE; each has sub sections below to help you navigate. Your name and organisation will appear in the top right corner of the screen showing (User) in closed brackets which informs you that this is an account with standard user s permissions. When you have finished your session click LOGOUT below your name to confirm the end and close your session.

4 Recruiting Patients to your Project & Site HOME > ADD A PATIENT HOME > PROJECTS > ASSIGNED PROJECTS > (Select Applicable Project) > SITES > (Select Site) > PATIENTS In terms of what you are required to do for the Trust, you need to enter all patients recruited into the study. For NEW studies, please enter recruitment regularly, at least on a monthly basis. There are ways of using portfolio upload spreadsheets where used, and if you would like to explore this option please contact us. For STUDIES THAT ARE ALREADY RECRUITING, we need all patients recruited to that site for the life of the study to be entered. If numbers are large, we can support you with uploading spreadsheets you already have. To enter patient recruitment, select either the PATIENTS tab at Project Site level or use the ADD A PATIENT icon on the home screen.

5 Clicking either of these functions will open the patient recruitment screen.

6 When clicking the ADD A NEW PATIENT function from the HOME SCEEN, the first patient recruitment screen will ask you to select which Project and Site the patient recruitment is taking place at. Select the Project and Site from the drop down boxes. Once complete click NEXT. Note If you are unable to find your project or project recruitment site please contact your Study Manager or Local Administrator and request clinical access at the Project Site.

7 After clicking NEXT you will be ask to enter the patient identifier details. This will be an NHS number, a randomisation number or a study ID number (it is up to you): When you ve completed the applicable Patient Identifier click NEXT. The PATIENT DETAILS screen will then prompt you to enter the patient s demographic details.

8 When the patient details have been completed click NEXT. If your organisation or site has chosen to make some or all of these fields mandatory you will not be able to continue with the patient recruitment until they are completed.

9 After clicking NEXT you will be directed to the PROJECT DATA screen to complete the patient s data: 1. Randomisation Number: This is their study ID 2. The Project Arm (If Applicable), Consultant Name and Referring Site (if Applicable). The Consultant and Referring sites will automatically populate with the closest matches as you type. Once you have completed this information click NEXT. Note If you are unable to find the Consultant name or Referring Site details please contact your Local Administrator

10 After clicking NEXT you will be required to complete or partially complete the patient s workflow status. Enter a date against the relevant and applicable fields. Your name will automatically populate the column next to the date to record you have commenced the recruitment. If you are not the member of staff who has recruited the patient e.g. a colleague or Data Manager, please select the correct member of staff from the drop down box. It may be that not all of these dates are applicable. In this situation, just put the date the patient was recruited/ consented (i.e. the date on the consent form) for all of the dates that are mandatory. When you have started or completed the workflow to the patient s current status click NEXT.

11 Before completing the patient s recruitment EDGE will display a summery page of the information you have entered. To correct or edit this information click the PREV tab, if all the details are correct click FINISH. To abandon the patient recruitment and remove all the data click CANCEL. After clicking FINISH, a notification will appear in the top right corner of the screen to inform you the patient has been added to the Project Site. Note If you experience problems recruiting a patient please contact your Study Manager or Local EDGE Administrator.

12 Support HOME > SUPPORT As a web-based system EDGE is continually developing and improving, the support tab in EDGE allows users and Admins to contact the team directly who will assist in helping you find your way around the system, developing improvements or reporting incidents when EDGE does not perform as expected. Just fill in the information in the CONTACT US section and click SEND and it will be received by the EDGE Delivery team. In the first instance all queries should be directed to your local EDGE administrator at research@solent.nhs.uk. The GoToMeeting box allows you to join a teleconference hosted by the EDGE team where the team can run a remote demonstration on your PC. Both of these functions are also available through the logon screen of EDGE under the SUPPORT & CONTACT tab.

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