> ## Documentation Index
> Fetch the complete documentation index at: https://docs.synheart.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Research studies

> Manage research cohorts, access codes, and participant enrolment for a project on the Synheart Platform

Research studies let you run structured data collection inside a project: define **cohorts**, issue **access codes** participants redeem to enrol, track **enrolment**, and **export** the resulting data. It's the platform surface for IRB-style research and lab studies.

Open it from the project sidebar: **Studies**. The page subtitle reads *"Manage research cohorts, access codes, and enrolment for this project. Available on the research plan."*

<Note>
  Studies are a **research-plan** feature. If your organization isn't entitled, the page shows: *"Cohort management (studies, access codes, enrolment) is a research-plan feature. Upgrade this organization's plan, or ask Synheart to enable research-studies access, to manage cohorts here."* See [Billing & usage](/platform/billing).
</Note>

## How it fits together

```text theme={null}
Cohort (study)
  ├── Access codes: issued in bulk, redeemed by participants to enrol
  ├── Participants: enrolment records (consent, status, sessions)
  └── Export: download HSI + lab data for the cohort or one participant
```

A cohort defines the study parameters and compensation shown to participants on the consent screen. Access codes are how people join. Each enrolment row tracks consent and progress. Data flows out through the shared [export](/platform/exports) pipeline, pre-scoped to the cohort.

***

## Create a cohort

Fill in the **Create cohort** form at the top of the page:

| Form field            | Description                                  |
| --------------------- | -------------------------------------------- |
| **Cohort code**       | Unique short code, e.g. `COHORT1`            |
| **Name**              | Human-readable study name, e.g. `MILA Study` |
| **App ID** (optional) | Restrict the cohort to one app               |
| **Device**            | Either device, Polar, or Garmin              |
| **Duration (days)**   | Study length per participant (default 30)    |
| **Enrolment cap**     | Maximum participants (0 = uncapped)          |

Under **Compensation (shown to participants on the consent screen)** you can set:

| Form field             | Description                    |
| ---------------------- | ------------------------------ |
| **Currency**           | e.g. `CAD`                     |
| **Completion bonus**   | Paid at end of study           |
| **Per valid session**  | Per qualifying session         |
| **Daily completeness** | For meeting daily data targets |

Click **Create cohort**. New cohorts are created in the **open** status, ready to accept participants.

***

## Manage cohorts

The **Cohorts** table lists every cohort with a count header and a **Filter cohorts by code or name** search box.

| Column     | Meaning                                |
| ---------- | -------------------------------------- |
| **Code**   | Cohort identifier                      |
| **Name**   | Study name                             |
| **Status** | Open or closed (toggled from this row) |
| **Device** | Allowed device(s)                      |
| **Days**   | Study length                           |
| **Cap**    | Max participants (none when uncapped)  |
| **App**    | Linked app, or none                    |

Each row offers **Codes**, **Participants**, **Edit**, **Export**, and a **Close**/**Open** toggle.

<Tip>
  Use **Close** to stop new enrolments without deleting the cohort. You can reopen it later. **Edit** lets you change the name, device, duration, cap, and compensation; the cohort code and app are fixed after creation.
</Tip>

***

## Access codes

Click **Codes** on a cohort to open the access-codes panel. Set a count and click **Issue codes** to mint a batch; the newly issued codes are listed so you can distribute them. Use the search box to filter by code or participant.

| Column         | Meaning                              |
| -------------- | ------------------------------------ |
| **Code**       | The redeemable access code           |
| **Status**     | Active, claimed, or revoked          |
| **Claimed by** | Participant who redeemed it, or none |
| **Actions**    | **Export** (when claimed)            |

***

## Participants & enrolment

Click **Participants** on a cohort to review enrolment records.

| Column           | Meaning                                                           |
| ---------------- | ----------------------------------------------------------------- |
| **Participant**  | Enrolment identifier                                              |
| **Status**       | invited, consented, active, completed, withdrawn, or disqualified |
| **Sessions**     | Sessions attributed to the participant                            |
| **Consented**    | When consent was given, or not yet                                |
| **Started**      | When the study started for them, or not yet                       |
| **Eligible**     | Yes or no                                                         |
| **Consent ver.** | Consent profile version agreed to, or none                        |

Use **Withdraw** on a consented or active participant to stop attributing new sessions to the study.

<Warning>
  *"Withdraw this participant? Their new sessions stop being attributed to the study. Already-collected data is not deleted."*
</Warning>

***

## Export cohort data

Both the cohort **Export** action and a participant's **Export** action open the shared **Export data** dialog, pre-scoped to the study (and participant where applicable). Choose an optional date range and a format: **NDJSON (recommended, lossless)**, **CSV (flattened, analyst-friendly)**, or **Both**. Then click **Start export**. Track progress and download from the [Exports](/platform/exports) page.

***

## Next

<CardGroup cols={2}>
  <Card title="Exports" icon="download" href="/platform/exports">
    Track export jobs and download the archives studies produce.
  </Card>

  <Card title="Consent profiles" icon="list-check" href="/platform/consent-profiles">
    Define the consent options participants agree to at enrolment.
  </Card>

  <Card title="Connect & view data" icon="route" href="/platform/connect-and-view-data">
    Inspect the sessions participants generate.
  </Card>

  <Card title="Billing & usage" icon="credit-card" href="/platform/billing">
    Check your plan and entitlements for research studies.
  </Card>
</CardGroup>
