CiviCRM for Study Management and Monitoring

At the BRISSKit Hack Day, 24 February 2015, we explored using CiviCRM for Study Management.

Project Team:

Nick Holden, nrh11@… Norman Williams, norman.williams@… Tito Castillo, tito@… Sarah Lim Choi Keung, s.n.lim-choi-keung@… M Kahn, m.o.khan@… Lei Zhao, lei.zhao@…

Demo Site

For the time being, the demo site (a BRISSkit VM) is available at


For today's proof of concept hack, we are limiting ourselves to the concept of studies conducted within a single hospital research site. Future development of the model should allow for modelling multi-site and even international studies.


To allow the monitoring of studies through the approval stage and eventual live status to completion and archiving.

A basic level of anonymous access to allow site of which studies are being run, and their state.

Object Model

Starting from a vanilla Drupal 7, CiviCRM 4.5.6 site, we made the following changes...

  • Contact Types
    • Individuals
      • Researchers
      • R and D staff
      • Administrative staff
    • Households - PROBABLY NOT USED
    • Organisations
      • Department
      • Ethics committee
      • Funding body
  • Relationships
    • "works in" (researcher - department)
  • Cases
    • Case Types
    • Case roles
      • PI
      • Research Nurse
      • R & D officer
      • Ethics committee
  • Activities
    • Apply for funding
    • Funding approval
    • Ethics approval - assign to the ethics committee
  • Custom data
    • ?


Study workflow (including steps required before a study can start):

Trial Management and Monitoring:

Trial Monitoring Option Checklist:

Risk-adapted approaches to monitoring are required. Type A (low risk) e.g. questionnaire study, Type B (intermediate risk) e.g. study using a CE marked device, Type C (high risk) e.g. CTIMP. Each study will need a bespoke monitoring plan according to risk and resources, but for this exercise shall we restrict ourselves to these three examples?

Last modified 9 years ago Last modified on 02/24/15 10:55:48
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