Turn your protocol into a participant journey.

Build the sequence participants should follow across forms, sessions, follow-ups, reminders, compensation, and completion without reducing the study to a spreadsheet.

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Workflow design

Model the actual steps of the study.

Activities give research teams a shared model for what participants need to do, when it unlocks, and how progress should be tracked.

Form and session activities

Represent surveys, baseline forms, appointments, interviews, visits, and follow-ups as trackable participant activities.

Dependencies

Unlock an activity only after another step is completed, so the participant journey follows the protocol.

Relative timing

Schedule follow-ups a set number of days after a participant completes an earlier activity.

Fixed timing

Open or close time-sensitive activities on dates that apply to the whole study cohort.

Groups and audiences

Target activities to shared participants or specific cohorts, arms, groups, or conditions.

Completion triggers

Use workflow completion to support review, reminders, compensation, credit, and project progress views.

Activity map

See the study as a connected workflow, not a list of chores.

Rosella lets coordinators understand what unlocks next, what waits on another step, and which participants are moving through the protocol as expected.

Build with reusable piecesCreate forms and session types first, then connect them as activities in the workflow.
Keep logic visibleDependencies and timing rules stay visible to the team instead of living in coordinator memory.
Adjust without chaosDraft and published versions let teams refine the workflow without surprising enrolled participants.

Progress tracking

Know which steps are blocked, overdue, or complete.

Activity state rolls into participant profiles and project dashboards so the team can review bottlenecks before the study drifts.

Participant-level contextOpen a participant and see their recent workflow history alongside sessions, forms, and notes.
Project-level progressReview activity completion across the whole study from the project overview.
Operational follow-upUse progress state to decide who needs a reminder, booking invite, screening review, or staff action.

Workflow path

From protocol step to operational action.

Each activity turns part of the protocol into something staff and participants can act on.

Plan

Write down what participants should do

Start with the real journey: register, get reviewed, complete a baseline form, book a session, attend, and finish follow-up.

Build

Create forms, session types, groups, and activities

Turn each meaningful participant step into an activity that can be unlocked, completed, reviewed, and reported.

Connect

Add dependencies and timing

Decide which activities unlock immediately, which depend on another step, and which should open after a delay or fixed date.

Run

Track progress as the study moves

Use activity state to understand who is blocked, who is overdue, and which parts of the protocol need attention.

Build study workflows your team can run with confidence.

Use Rosella to connect participant actions, staff review, reminders, sessions, forms, and completion in one operational model.

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