Trial Kits
Define the investigational products and materials used in your clinical trial.
Overview
A kit is a packaged unit of medication or placebo that a patient receives at a clinic visit. Kits are the fundamental unit of supply planning in Prognosis — every forecast, inventory calculation, and cost projection comes down to how many kits you need, where, and when.
Kits flow through your entire supply chain: from manufacturing, through depots (configured in Step 1), out to clinical sites, and into patients' hands. Defining kits accurately here ensures all downstream forecasting and distribution planning is grounded in reality.
See Study Setup for an overview of all wizard steps.
Creating a Kit
When you add a kit, a new tab appears at the top of the configuration area with a form containing four sections.
Basic Information
| Field | Required | Description |
|---|---|---|
| Kit Name | Yes | A descriptive name (max 255 characters). Example: "Treatment Kit A — 30 Day Supply" or "Placebo Kit". Must be unique within the trial. |
| Kit Type | Yes | Category of kit: Active, Comparator, Placebo, Standard of Care, Ancillary, Infusion Bag, or Blinding Sleeves. Shown as a color-coded badge on the tab. |
Quantity Details
| Field | Required | Description |
|---|---|---|
| Amount | Yes | Number of units per kit (1 to 100,000,000). Example: 30 tablets per kit. |
| Unit Type | Yes | Dosage form: Tablet, Capsule, mL, Gram, Unit, or Other. |
| Custom Unit Name | Only if "Other" | A custom unit label (max 100 characters). Example: "Boxes", "Syringes". |
Kit quantity represents units inside each kit, not the number of kits. If a kit contains 30 tablets and a patient takes 2 per day for 15 days, the quantity is 30.
Expiration Details
| Field | Required | Description |
|---|---|---|
| Shelf Life | Yes | How long the kit remains usable after manufacture (1 to 100,000,000). |
| Unit | Yes | Time unit: Day, Month, or Year. |
Shelf life determines how far in advance kits can be manufactured and how long they can be stored before expiring.
Pricing Details
| Field | Required | Description |
|---|---|---|
| Cost Per Kit | No | Cost of a single kit (up to 10,000,000,000). Example: 15.50. |
| Currency | Only if cost is entered | Choose from 50+ supported currencies including USD, EUR, GBP, JPY. |
Set cost per kit if you plan to use the Cost Analysis feature. If left blank, cost projections will not include kit-level costs.
Managing Multiple Kits
The Tab Interface
Each kit appears as a tab at the top of the configuration area. Tabs display:
- The kit name (or "Kit 1", "Kit 2", etc. if unnamed)
- A color-coded type badge
- A red error dot if validation issues exist
- An x button to delete the kit
Click any tab to switch to that kit's form. Click the + button at the end of the tab bar to add more kits.
Adding More Kits
New kits are pre-populated with sensible defaults: "New Kit" as the name (auto-incremented if needed), 1 Tablet, 1 Month shelf life, and $0.00 USD cost. The kit type auto-cycles through available types.
Copying Configuration
When you have two or more kits, a Copy Configuration button lets you copy all field values from the current kit to one or more other kits. Target kit names and IDs are preserved; only configuration fields are overwritten.
Deleting a Kit
Click the x button on a kit's tab to delete it. A confirmation dialog warns that deleting a kit also removes any treatment arm associations from Step 5. After deletion, the view shifts to the nearest remaining tab.
Cost Analysis (Optional)
Below the kit tabs, an expandable Cost Analysis card lets you track detailed trial costs beyond kit pricing.
Trial Charges
Track supply-chain-level costs with line items for:
| Charge Type | Description |
|---|---|
| Project Management Fees | PM labor costs |
| Study Setup Costs | One-time trial initialization costs |
| Cost of Goods (COG) | Raw material and manufacturing costs |
| QP Services / Release Costs | Quality Person release and testing |
| Storage Costs | Warehouse and cold-chain storage |
| Packaging & Labeling Costs | Kit packaging and label production |
| Courier Costs | Shipping and freight |
| Pick and Pack Costs | Fulfillment labor |
| Distribution Management | Logistics coordination |
| Depot Management | Depot operating costs |
| Per Unit Fees | Per-kit handling fees |
| Secondary Packaging | Outer packaging and bundling |
| Data Management Services | Data handling and reporting |
| Accountability & Destruction | Kit reconciliation and disposal |
| Other | Custom charge types |
Each charge entry includes a value, currency, rate (Hourly, Daily, Weekly, Monthly, Yearly, Per Kit, or Fixed), optional date range, and optional note.
Other Charges
Track patient-level and site-level costs:
| Charge Type | Description |
|---|---|
| Cost Per Patient | Per-patient costs (e.g., stipends, monitoring) |
| Cost Per Site | Per-site costs (e.g., site fees, equipment) |
| Other | Custom charge types |
How Cost Data Is Used
Cost analysis data feeds into the Analytics dashboard. The Cost Analysis tab combines kit costs and charge entries with enrollment projections to produce total trial cost estimates, cost breakdowns by category, and per-patient/per-site summaries.
Validation
The Continue button is disabled until:
- At least one kit is created
- All kit names are unique (case-insensitive)
- All required fields are filled in (name, kit type, amount, unit type, shelf life, shelf life unit)
- All numeric values are positive
- If cost is entered, a currency is selected
- If unit type is "Other", a custom unit name is provided
Affected kit tabs show red error indicators when validation fails.
Auto-Save
Every change is saved automatically after a 1.5-second pause in editing. The save status indicator in the header shows the current state:
| Status | Icon | Meaning |
|---|---|---|
| Idle | Cloud | No unsaved changes |
| Saving | Spinner | Save in progress |
| Saved | Checkmark | Changes saved (shows relative time) |
| Error | Alert | Save failed — check your connection |
Tips
- Name kits clearly. Use descriptive names like "Treatment A Kit — 30 Day" rather than "Kit 1". Clear names make treatment arms and analytics easier to navigate.
- Set shelf life accurately. An 18-month shelf life allows more manufacturing flexibility than a 3-month shelf life. Check your product specifications.
- Set cost per kit early if you plan to use Cost Analysis. You can always return to add it later.
- Use Copy Configuration for similar kits to save time when multiple kits share quantity, shelf life, or cost settings.
- Kits are assigned to treatment arms in Step 5. Plan your kit names around how they map to treatments.
