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Tutorial

Your first 15 minutes in X7 Insight

This route takes you through X7 Insight from your first sign-in to the point where you know where your work lives. You do not need to create or change anything — just look and click through.

What you will have at the end

Section titled “What you will have at the end”
  • You have signed in and know where the system took you.
  • You can find your way around the screen: the rail on the left, breadcrumbs at the top, statuses and actions in the header.
  • You have found your Tasks queue and the notifications bell.
  • You know where to switch language and theme and where to open this guide.

What you need

Section titled “What you need”
  • An X7 Insight account: an invitation email from your organization’s administrator or a password you have already set.
  • Access to at least one study — a test study your administrator gave you is fine. Which role you were assigned does not matter: the route is the same for everyone, only the set of items on screen will differ.
  • About 15 minutes.

Steps

Section titled “Steps”

  1. Sign in. Open your system’s address, fill in Email and Password and click Sign in. From a new device the system asks for a 6-digit code from an email, and if your organization has a second factor enabled — a code from your authenticator app. The first sign-in from an invitation, password recovery and single sign-on (SSO) are covered in Sign in and recover access.

    You should see: the Studies list — or, if exactly one study is available to you, its Overview straight away.

  2. Find the rail. On the left is a dark side panel, the rail. At its top are the work areas: Studies, Tasks and, if you have admin permissions, Admin. The rail can be collapsed to icons with “Collapse sidebar”; on a phone it opens from the burger button.

    You should see: the areas you have permissions for. A missing area is not an error: the interface only shows what you are allowed to use.

  3. Open a study. In Studies, click a study code. A Study section appears in the rail with items grouped in layers — Work, Control & closeout, Setup. What it contains depends on your role and the study’s phase: for a study in Draft only Overview and the setup items are shown.

    You should see: the study’s Overview with a “Needs your action” block and the study progress.

  4. Read the top bar. On its left are the breadcrumbs: the chain “study → site → subject → visit → form”, each crumb leading to its level. If your access is limited to particular sites, a chip with their codes (“Sites: …”) is shown next to them. On the right are the notifications bell and the user menu (your avatar and name). On a test contour a strip under the bar reads “Test contour — all data is test data”.

    You should see: breadcrumbs that change every time you go one level deeper.

  5. Open your task queue. Click Tasks in the rail. This is a cross-study queue — “What needs your action”: queries, forms to sign, fields to verify — in tabs that match your permissions. The counter on Tasks is the sum across all tabs. In detail — Your task queue.

    You should see: one or more tabs, or “Nothing in your queue” — an empty queue means there is no work of your type right now.

  6. Check notifications. Click the bell. Here are the events addressed to you: your query was answered, a query was closed, a query was assigned to you. Mark all read clears the counter, All notifications opens the full page. How notifications differ from tasks — in Notifications.

    You should see: a list of recent notifications or “No notifications”.

  7. Set language and theme. Open the user menu. It holds Profile (display time zone, security, email settings), the “Theme” row (Light / Dark) and the “Language” row (ru/en), User guide and Sign out. Language changes only the labels — data and URLs stay the same.

    You should see: the interface in the language and theme you picked.

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A tour of the workspace: from the study list into a study's sections.

What you learned

Section titled “What you learned”
  • Where you land after signing in and how to get back to the study list.
  • How the screen is laid out: the rail with work areas and the study section, the “where am I” breadcrumbs, the user menu.
  • That your work is gathered in Tasks, and events addressed to you — under the bell.
  • That the interface shows only what you are allowed to use, and language and theme do not affect data.

Next

Section titled “Next”