Creating projects

You can create projects in the Data Management Portal. Once a project is created, you can add patients to it to organize and manage their testing.

To create a project:

1. Log in to the Data Management Portal.

2. On the side menu, click Projects.

3. On the Projects page, click the New button.

4. Name your project and add start and end dates if desired.

   • Note: The start and end dates are for your use only, and don't restrict anything about your project in the Data Management Portal.

5. If you are a PureTest user, you will notice that the Make patients available for PureTest offline testing toggle is enabled by default. Make sure to leave this enabled if you want your project to be available for offline testing.

   

5. Click Create.

6. You’ll be automatically redirected to the individual project page, and prompted to add additional users to the project (as project creator, you will be added automatically).

   • Non-admin users who are part of a project are able to access the project’s patients on the PureTest app and Data Management Portal.

   • These users are also able to add data to the project from the PureTest app by creating and uploading additional patients, test results, and activities.

7. When you’re done selecting additional users to add, click Add. If you don’t wish to add any additional users to the project, click Cancel.

   

To manually add patients to a project:

1. On an individual project page, select the Patients tab.

2. Click the Add button.

   

3. Select which patients you would like to add to the project.

4. When you’re done selecting patients to add, click Add.

   

5. You will now see your selected patients in the list under the Patients tab.