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Creating a Protocol-Driven Trial

This guide outlines the step-by-step process for creating a protocol-driven trial using the Advanced Mode in Trial Accelerator. This mode supports automatic ingestion of trial protocols, digitization of study arms and regimens, and configuration of downstream data workflows for designated hospital sites.

Trial Setup Workflow

Step 1 – Create a Trial

Create new trial button in Trial Dashboard Begin by navigating to the Trial Dashboard and selecting Create New Trial. Enter the following:
  • Trial Name
  • Start Date
  • Description (optional)
Click Next to proceed. Then, select Protocol Driven Trial to begin. Protocol Driven Trial selection screen

Step 2 – Upload Protocol Document

First, select your protocol method. We recommend creating a draft from PDF. Protocol upload method selection Upload the trial protocol in supported formats (PDF or DOCX). The system will extract:
  • Study arms and treatment regimens
  • Dose and fractionation schedules
  • Inclusion/exclusion criteria (informational only)
  • Submission event timelines
You will see something similar to the following example. Extracted study arms and regimens display Each of the study arms and regimens can be explored, confirmed, and edited here.

Step 3 – Confirm Study Arms and Regimens

Review the proposed arms and associated regimens. You can:
  • Rename or remove arms
  • Adjust dose, fractionation, and modality settings
  • Add new arms or regimens manually
When the configuration matches your protocol, click Publish Version in the top right.

Step 4 – Verify Data Collection Schedule

Next, navigate to Data Collection Schedule to confirm and edit the system’s parsed submission events. Data Collection Schedule interface For each event:
  • Review the name, anticipated event information, and due date information
Event details configuration
  • Adjust timing windows (e.g., ±3 days) or anchor dates
By selecting Add Data Collection Event, fully customizable patient/site level events can be added as well: Add custom data collection event Click Continue when ready.

Step 5 – Assign De-Identification Policy

Using either the activation checklist modal or navigating to Settings, add a DICOM anonymization policy to your trial. De-identification policy assignment interface You will be prompted to one of the following:
  • Create new policy: Define a new DICOM de-identification policy based on an Aitrium template or from scratch..
  • Use existing: Leverage an existing de-identification policy which you’ve used for other projects.
Once you’ve selected your policy, click Publish Latest to assign the policy to the trial.

Step 6 – Enroll Trial Sites

In the top-level navigation, select Sites to view your enrolled sites. To add a site, select Add Sites in the top right. Adding a site will prompt you to select an existing Aitrium Network site: Add sites from Aitrium Network If a site you’re looking to add does not exist, send an email to [email protected] with the following information to begin the onboarding process:
  • Site Name
  • Site City, Country, State/Province
  • Site trial POC (First + Last name, Email Address)
Multiple sites may be added at any time. Click Add X Sites to add them to the trial.

Step 7 – Assign Designated Site Users

Once a site has been added, you will also have the ability to authorize site users’ upload permissions: Authorize site users interface These users will access a guided upload interface tailored to the arm, regimen, and event schedule. At this time, all users authorized to a trial will have the ability to upload patient data.

Step 8 – Configure Data Transfer Integration

The Aitrium team will configure a data transfer integration for your organization. If you do not have an integration present in the Integrations page, reach out to [email protected]

Trial Activation and Propagation

Once all setup steps are complete:
  • The trial is automatically deployed to all assigned sites
  • Designated users will see the trial in the AitriumOS desktop application
  • Upload workflows will be pre-configured based on:
    • Assigned study arms and regimens + resulting data requirements
    • Data collection schedules
    • De-identification policy
    • Structure nomenclature
Finally, click Publish Version in the upper-right hand corner to propagate your trial to all participating sites. Your trial is now live.

Next Steps

Now that your trial is live, you can explore Advanced Configuration options to further customize your trial setup with dose constraints, benchmark cases, and more.