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New User Training Guide

A step-by-step walkthrough for new users based on onboarding training sessions

Written by Inga Sigvaldadóttir
Updated over a month ago

1. Patient Profile:

Finding and Selecting a Patient

The Patient Profile is where patient-level insights come together.

  1. In case you have multiple studies within Rivia, start by selecting the correct study.

  2. Click on the Patient ID selector to find and open a patient profile.

  3. Search or browse to locate the patient you want to focus on.

When you hover over the status icon next to the patient ID, you’ll see the current status of that patient within the study.

Timeline Controls

Once inside a patient profile, you can tailor the timeline view to your needs.

  1. Toggle between date and study day views.

  2. Select the time range you want to analyze.

  3. Use zoom controls to zoom in or out.

  4. Reset the range at any time to return to the default view.

This flexibility allows you to focus on both short-term events and long-term trends.

Adding and Exploring Data

You can easily build a patient view that matches your clinical question.

  1. Add data by selecting items from the domain list, or

  2. Use the search to find specific events you want to add.

For example:

  • Start with looking for the adverse event Hypokalaemia

  • Add serum potassium from the laboratory results domain.

Hovering over any data point allows you to jump directly to the source file behind it.

Saving and Reusing Views

Once you have configured a useful patient view, you can save it.

  1. Click Save View to store the current configuration, useful for when you want to keep the same view for another patient or to easily get back to it later.

  2. Name the view, for example "Hypokalaemia".

  3. Reopen saved views at any time without rebuilding them.

You can also export the current patient profile view as a PNG image for use in reports or presentations.


2. Dashboards:

Finding and Organizing Dashboards

Dashboards are a core functionality in Rivia, and can either provide study-level and population-level insights for your trial.

  1. Open the full dashboard list.

  2. Browse dashboards organized into folders.

  3. Open the Demo Dashboards folder.

  4. Sort dashboards, e.g. alphabetically for easier navigation.

You can also:

  • Create a new folder (for example, Inga’s Folder)

  • Pin the folder so it always appears at the top

Duplicating and Permissions

To customize dashboards safely, start by duplicating them.

  1. Duplicate the Medical Monitoring dashboard from the Demo folder.

  2. Move the duplicated dashboard into your own folder.

  3. Open the dashboard settings to adjust permissions, controlling who can view or edit it.

  4. Dashboard-level filters allow you to focus on specific subsets of patients. Remember to "Save to Board" if you select a new filter for the dashboard.

Customize your Dashboards Views

Each panel is fully customizable, meaning you can freely resize and move each panel within your dashboard to set up a structure you are happy with.

  1. Use the small arrow in the lower right corner of each panel to resize or,

  2. Use the six dots in the upper left corner to move the panel around.

  3. You can export individual panels as PNG directly from the dashboard, if needed.

By clicking on the panel title, you can jump into the editor for that panel.

  1. Open the panel to review its current configuration and confirm what data is being shown, and modify the settings as needed.

  2. Review the data table below the panel, and export to Excel, if needed.

You can also use Ask an Expert at the panel level in case you need support with adjusting the panel.

Favorite, Export and Ask an Expert

In the dashboard list, click the blue star next to a dashboard to add it to your favorites. This ensures the dashboard always appears in the main navigation bar for easy access.

When ready to share insights you can export the entire dashboard as a PDF.

Use Ask an Expert at the dashboard level to reach out to our support team in case you need help with building a new panel or modifying an existing one within your dashboard.


3. Getting Help in Rivia: In-Platform Chat Bubble

One of the easiest ways to get support in Rivia is directly from within the platform.

  1. Locate the chat bubble icon in the bottom left corner of the screen.

  2. Click the icon to open the in-platform chat.

  3. Use the chat to ask questions, get guidance on features, or report an issue.

This allows you to get help exactly when you need it, without leaving your current workflow.


4. Live Data and Time Travel

Rivia makes it easy to understand both the current state of your data and how it looked in the past.

  1. Locate the Live Data icon in the top bar.

  2. Hover over the icon to see the timestamp of the most recent data sync.

  3. Click the icon to open historical data selection.

  4. Select a historical dataset and confirm your choice.

Once selected, Rivia loads the trial data exactly as it existed at that point in time.

  • A banner appears at the top of the screen to indicate you are viewing historical data.

  • You can switch back to view live data at any time.


5. Source Files and Data Traceability

Rivia provides full transparency down to the source file level.

  1. Click on a source file anywhere it is referenced.

  2. Review the file’s metadata and contextual information.

  3. Choose to either view the file directly in Rivia or download it for offline review.

This ensures every data point can be traced back to its original source.


6. Managing Your Account: User Settings

Rivia gives you full control over your personal user settings.

  1. Navigate to your user profile in the top navigation bar.

  2. Open User Settings.

  3. From here, you can manage personal options such as changing your password.

Any changes made here apply only to your own account and do not affect other users.


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