A task guide answers "how do I do this?". A workflow answers "who hands this to whom, in what order, and what does the system refuse to let us skip?"
These seven pages are the end-to-end view. Each one is a diagram plus the handoffs behind it, the gates the system enforces, where it usually goes wrong, and links out to the task guides rather than repeating them.
| Workflow | From | To |
|---|---|---|
| From platform to first study | An empty platform | An organization that can create its first study |
| Build and release a study | A study just created in Setup | A released design running Live |
| Open and staff a site | A site that does not exist | A site that can enroll, with authorized staff |
| Enroll and follow a participant | A consented candidate | A completed, withdrawn or lost participant |
| Capture and clean data | An empty form | A signed, verified record |
| Safety reporting | An adverse event | A serious event reported, reviewed and reconciled |
| Amend, close and lock | A running study | An archived, analyzable database |
The whole trial in one view
If you want all of it at once rather than a stage at a time:
The whole trial, from an empty platform to an archived study. Click any phase to see the responsible role, what happens, the audit footprint, and common alternate paths — then follow the link into the detailed workflow.
How to read the diagrams
Every diagram uses the same conventions.
| Shape or marker | Meaning |
|---|---|
| A role name on an arrow | Who performs that step |
| A diamond (a question) | A gate: the system refuses to continue until it is satisfied |
| A slanted box | A thing the system records or refuses by itself |
| Dashed arrow | Something the system does by itself, with no one driving it |
Where a step is a gate, the page says what evidence the system demands, because that is usually the part a plan gets wrong.
Related
How a trial runs: the same story as continuous prose · Task guides: the step-by-step how · Statuses: the exact state machines · Who can and cannot: the rules about people