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How To Create a New Trial

Guide to Creating a New Trial

  1. Navigate to the Trials Section of Project Management

    • From the Admin tab, select Trials from the left panepane.Screenshot 2024-02-27 125405.png

  2. Create a New Trial

    • Click the Create Trial buttonbutton.Screenshot 2024-02-27 131701.png

  3. Name Your New Trial

    • A popup will appear where you can fill out all of the details for your trial.

    • Enter a name for your trial/project in the Trial Name field.
      Screenshot 2024-02-27 132030.png

  4. Determine the Products To Be Used

    1. Enter the name of the product in the Name field.

    2. Click the Add a Product button to add themore products that will be included in the trial.

    3. Click the trash can icon next to the Name field to delete any products.
      Screenshot 2024-02-27 134429.png

  5. Customize Your Color Palette

    • Customize the product color by clicking on the color picker icon, choosing the desired branding/color for each product.
      Screenshot 2024-02-27 134704.png

    • Note that this will be used in the data processing and visualization of the products.products in View Fields.

  6. Disable Untreated
    • Check the Disable Untreated box if you do not want the system to automatically label unzoned areas (i.e. areas that are not determined to be treatment zones) as "untreated".
      Screenshot 2024-02-27 135323.png

  7. Determine the Country Where the Trial is Held

    • Select the country where the trial will take place from the Country dropdown menu.

  8. Determine the Year of the Trial

    • Enter the year of the trial in the Year field.

  9. Include Product Information

  10. Active Your Trial

    • Set the trial as Active if you’re ready to kick off your project.

    • You can leave your trial as inactive as long as necessary, but it will be hidden from the Overview Page/View Fields Page until activated.

  11. Review and Confirm

    • Review the information you've entered and make any necessary edits.

    • Click the Save button to save your trial/project configuration.

You can return and edit the information you've submitted by clicking on the relevant trial/project from the dashboard and selecting the Edit icon.


For additional help, follow along with this video demonstrating how to create a new trial:

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