What is allocation?
Allocation defines how kits are dispensed during a study. It connects your study design (randomization, treatment arms, or periods) with the physical kits available at sites.
Think of it as a map that tells the system: which kits go where, and when.
Why is this valuable?
Map once, enforce everywhere: Turn your protocol into allocation rules in minutes. Treatment arms, periods, and kit types automatically flow into the eCRF and inventory.
Site-ready from day one: Only eligible kits appear for allocation. Real-time checks prevent stock mix-ups.
Built-in blinding: Permissions ensure users see only what they should. No custom workarounds.
Operational resilience: Adjust mappings or add periods on live studies without breaking existing data.
Inventory in lockstep: Allocation instantly updates kit status; deallocation cleans links without losing history.
Serialized processing: Prevents double allocation during simultaneous clicks.
Limitations ⚠️
When both randomization and allocation are active, allocation setup must wait until randomization is configured.
Limited kit statuses available.
Kit type updates or deletions must be manually handled in inventory and eCRF.
General tips 💡
When both randomization and allocation are active, start with randomization.
Always create Kit Types first to avoid empty dropdowns.
Use Periods to model stepwise allocation (e.g., washout → treatment).
For live studies, prefer adding new mappings over modifying existing ones.
After major changes, double-check forms containing allocation items.
👉🏻 Next Step : Kit Type Management