Study Build Quick Start Guide
Last updated: December 12, 2025
This article walks you through the end‑to‑end workflow for creating and configuring a new study in Chloe, and points you to the detailed how‑to guides for each step. Follow the steps in the order below for the smoothest build experience.
1. Create a Study
Set up and configure the study shell that will serve as the foundation for all of the other study components you build.
What You’ll Do | Where to Learn More |
Create and name your study. | |
Create roles and assign permissions for team members. | |
Configure the study‑level metadata. This will help to ensure compliance, and aids in reporting work later in the study build and execution process. |
2. Build Study Forms
All participant‑facing content is created as Forms, and offer a variety of ways to acquire data from a participant, and present data to them.
Chloe Forms can be used to build Qualification Forms, Informed Consent, Data Sharing Agreements, Surveys, Questionnaires, Validated Instruments, Wearables Integrations, Instructions for Biomedical Samplings, and more.
Build, import or clone the forms you’ll need for your study.
Qualification forms and Intake forms have their own unique workflows that vary from general purpose surveys or questionnaires.
Form Type | Typical Purpose | Where to Learn More |
Qualification Form | Screen applicants for eligibility. | |
Intake Form / Informed Consent | eConsent or data sharing agreements. | |
Survey Forms | Baseline, daily, weekly, & endpoint measures. | |
Instruction Modules | Task guidance in plain‑language, videos, PDFs. | |
Gathering Wearable Data | Authorize data import from devices (e.g., Oura, Apple Health). |
3. Build Study Templates
Study Templates are used to organize your study forms together into an ordered timeline or schedule for your participants and study staff, based on your study protocol. Think of it as a calendar of events that will guide your participant through their study journey.
What You’ll Do | Where to Learn More |
Create one or more Study Templates (e.g., one for Screening, one for Product Use, etc). Create and configure Sections in the template that break the study down into multi-day components. For example, you might have on Section for Baseline, another for Product Use, and a final section for End of Study. Create Events in the study template, one for each form you wish to use in this study. Configure Events by attaching the desired form (Survey, instruction module, device sync card, etc), then specifying position and recurrence of forms within the template using relative days (Day 0, Day 7…) and delivery windows. |
Pro-Tip: Test as you go. Try adding in a single section with a single event, configure it, then test it using a test participant account on the mobile app. Build the study brick by brick, rather than assembling the entire schedule template then having to work backwards to uncover build errors.
4. Configure Participant Study Screens
Design and configure what participants see in the "My Data" and "My Studies" sections of the mobile & web app.
What You'll Do | Where to Learn More | |
My Studies | Configure the participant study screen with results and study info cards | |
My Data | Configure the participant wearables screens with custom study graphs |
Good to know: All participant facing changes are hot‑swapped in real time. Participants see any changes or updates you have made to the study the next time they open the app.
What’s Next?
Once these steps are complete, you’re ready to Test & Launch.
Need more help? Contact Chloe Support in Slack or email support@peoplescience.health.