Docs home
Start from the canonical documentation home, standards, and reference map before diving into individual features.
Start here
Guides
Documentation guides
Choose the guide that matches your role — country activation, evidence operations, AI review, or platform administration.
Survey & protocol authoring
Canonical workflow for editing, optimization, pretest, and conversation preview across study instruments.
Learn workflowsDistribution & sites
End-to-end guide for channels, quotas, site activation, panel connectors, and trial automations.
Explore featuresQuality audit & review
Canonical guide for live monitor, audit history, AI review, reviewer consensus, and quality settings.
See examplesTroubleshooting
Canonical troubleshooting and support runbook entrypoint for all major product areas — covers activation, consent, matching, and evidence flows.
Get helpImport Studio
Complete workflow for file upload, mapping, preview, and final import into the operating record.
Open guideResearch Studio — Excel
33 custom functions, progressive AI learning, rich entity data types, streaming cells, and the full 10-tab Research Studio inside Excel.
Excel feature guideResearch Studio — Google Sheets
30 custom functions, reactive onEdit coding, one-click install, centralised codebook with dropdown, and the research pipeline macro.
Sheets feature guideSpreadsheet guides hub
Choose the right spreadsheet path: Excel, Google Sheets, Numbers, LibreOffice, or the browser bridge fallback.
Browse guides
Learning paths
Choose your learning path
Different paths for different goals — find the one that fits your role on the trial.
For new users
Brand new to Chokmi
Start with Docs home (15 min) → Open your first study and country track → Return to Survey & protocol authoring when you need deeper knowledge.
Targeted lookup
I know what I need
Use the quick reference in Docs home to find exactly where to go, then jump to that section in Feature guides.
Need help
Stuck on something
Check Troubleshooting first. Still stuck? Email tech@chokmi.com or use in-app chat for help.
Team rollout
Training a team
Share Docs home with everyone. Then assign role-specific reading: sponsors → outcomes, CRO leads → core workflows, sites → activation & consent, regulatory → evidence intelligence.
Concepts
Key concepts
Understand these core ideas before diving into the guides — they map directly onto how Chokmi structures activation and evidence.
Trial Passport
A live readiness score for each study, country, site, and evidence package — checks completeness, protocol compliance, missing documents, and review coverage.
Evidence Graph
Every claim links back to source documents, consent records, protocol criteria, patient facts, reviewer actions, and model outputs.
Consent Ledger
Multilingual consent, comprehension checks, translation review, and signature provenance tied to the protocol version that was active.
Protocol compliance engine
Checks whether actions follow the approved methodology, protocol version, regulatory requirements, and review thresholds.
Reviewer consensus
See where reviewers agree, where AI disagrees with humans, and where senior review is needed before decisions are final.
Claim Passport
Important assertions can be stress-tested, signed, and exported with their supporting and contradicting evidence.
AI qualitative coding
10 coding methods (thematic, in-vivo, descriptive, etc.) with AI-assisted code suggestion, inter-rater reliability, and codebook management.
Audit trails
Every coding decision, weighting correction, and analysis step is logged with transparent methodology — defensible by default.
Quick start
Quick start path
Follow this six-step path to take a study from country setup to inspection-ready evidence.
Read Docs home
Understand what Chokmi does, learn the operating record concept, and see the complete first-study walkthrough. About 15 minutes.
Activate countries and sites
Open a study, switch on the countries you need, and bind country rulepacks to your activation tasks, requirements, and submission packages.
Set up consent and matching
Configure multilingual consent flows and bias-aware patient matching. Every translation, review, and match decision lands in the operating record.
Coordinate execution
Sponsor, CRO, and site teams work inside the same record. Tasks, dependencies, and evidence stay connected instead of fragmented across trackers.
Verify readiness
Use the Trial Passport, evidence completeness scoring, reviewer consensus, and bias diagnostics to find issues before they become inspection findings.
Defend with signed evidence
Generate inspection-ready exports backed by the Evidence Graph, Claim Passport, and Ed25519-signed evidence capsules.
Reference
Complete documentation overview
At a glance: what's in each guide, who it's for, and how long it takes to read.
| Guide | What's inside | Best for | Reading time |
|---|---|---|---|
| Docs home | Platform overview, core concepts, first-study walkthrough, quick reference | Everyone new to Chokmi | 15 minutes |
| Core workflows | Activation, consent, matching, qualitative coding, distribution, analysis, reporting, team management | Researchers and CRO operators | 50 minutes |
| Feature guides | Deep dives: survey builder, qualitative coding, distribution, data studio, weighting, quality monitoring, methodology as code, consultation analysis, permissions, integrations | Power users and admins | 60 minutes |
| Real-world scenarios | Worked examples: sponsor multi-country oversight, CRO delivery coordination, ethics review handoff, regulatory inspection | Anyone wanting practical applications | 40 minutes |
| Troubleshooting | Common problems, solutions, error messages, frequently asked questions | Anyone stuck on a specific issue | As needed |