Computerized Systems
Computerized system records track external and internal software platforms with their data-exchange connections so the team can see what systems participate in trial work, how data flows, and who provides each platform.
Keep the technical stack visible
flowchart LR
Unknown[Untracked platforms] --> CS[Computerized system record]
CS --> Identity[System identity]
CS --> DataFlow[Data flow]
CS --> Connections[Data-exchange connections]
CS --> Trials[Trial links]
Teams rarely fail because they lack software. They fail because the software landscape is invisible, so no one can tell which systems participate in a trial, what direction data flows, or whether a new integration will break a validated workflow.
A computerized system record gives the team one governed place to answer questions such as:
- what is this system and what category does it belong to
- which vendor or organization provides it
- does data flow inbound, outbound, bidirectional, or not at all
- what integration connections exist and how are they secured
- which trials depend on this system
That matters because validation, monitoring, and traceability decisions all depend on knowing the technical stack.
Describe the system and the exchange
flowchart LR
CS[Computerized system] --> Trials[Trials]
CS --> Media[Media]
TrialStack treats computerized systems as governed records because system changes can affect monitoring, validation, and operational traceability. The page keeps both identity and integration detail visible so reviewers can assess what the system does and how it participates.
Use it when the system matters operationally
flowchart LR
CS[Computerized system] --> Describe[Describe the system]
CS --> Classify[Classify data flow]
CS --> Connect[Document integrations]
CS --> Review[Review connections]
Track a computerized system when the team needs ongoing visibility into:
- what the system does and who provides it
- how data moves through it — inbound, outbound, or bidirectional
- what authentication and encryption methods protect each integration
- which trials or assets depend on this system
On the page
The computerized system page has two main sections: system details and data-exchange connections.
| Surface | Purpose | What users do there |
|---|---|---|
| Details | Define the system identity and category | Capture title, category, vendor, data-flow direction, description |
| Connections | Document data-exchange integrations | Add connection rows with type, authentication, encryption, rationale |
| Relationship tabs | Show where the system matters | Review linked trials and media |
classDiagram
class ComputerizedSystemPage {
+Summary
+RelationshipTabs
}
class Summary {
+Details
+Connections
}
class RelationshipTabs {
+Trials
+Media
}
ComputerizedSystemPage *-- Summary
ComputerizedSystemPage *-- RelationshipTabs
What to capture
mindmap
root((Strong system records))
Clear system identity
Meaningful category
Known vendor
Data-flow direction
Documented connections
Secured integrations
A strong computerized system record is not just a name in a list. It makes clear what the system does, who provides it, and how data moves through it.
Good system records usually do three things well:
- they describe the system clearly with title, category, and description
- they identify the vendor or provider and the direction of data flow
- they document each data-exchange connection with security and rationale
Only Title is required. The point is to build up operational context incrementally as integration patterns emerge.
Details
mindmap
root((Details))
Title
Category
Vendor
Data flow
Description
This section captures what the system is and how data moves through it.
| Label | Description | Type |
|---|---|---|
| Title | Display name for the computerized system | Text |
| Category | System classification such as EDC, CTMS, IRT, ePRO, or other | Select |
| Vendor | Organization that provides the system | Select (organization lookup) |
| Data Flow | Direction of data exchange — inbound, outbound, bidirectional, or none | Select |
| Description | Plain-language explanation of what the system does and why it matters | Rich text |
Connections
mindmap
root((Connections))
Name
Connection type
Auth method
Encryption
Rationale
This section holds an array-table of data-exchange connections. Each row describes one integration channel.
| Label | Description | Type |
|---|---|---|
| Name | Display name for the connection | Text |
| Connection Type | Protocol or integration type — API, sFTP, database link, manual, or other | Select (badge) |
| Authentication Method | How the connection authenticates — OAuth, API key, certificate, or other | Select (badge) |
| Data Encryption Method | How data is protected in transit — TLS, SSH, VPN, or other | Select (badge) |
| Rationale | Why this connection exists and what data it carries | Rich text |
Connection type, authentication method, and data encryption method are required for each row so that security posture is always visible.