Specify and review settings before verifying a study

It's a good idea to make sure your settings are correct before you start verifying your study. This procedure also applies to rollover studies.

  1. On the Home page, click the pencil button (pencil button) on a study, and make sure a study version is below either Testing or Approved.
  2. Review supply settings for Testing mode:
    1. On the Home page, click the study settings button (settings button) on the study you want to edit, and select Open Settings.
    2. Below the study name, click the Supply Settings tab.
    3. On the left, make sure Testing Settings is selected.
    4. Fill in the fields. To view tips for completing a field, click into the field or choose an option.

      Tip:

      You can edit these settings at any time, including during the study conduct period.
    5. In the upper right, click Apply Changes.
  3. Review the read-only kit types in the study:
    1. On the Home page, click the pencil button (pencil button) on the study you want to review.
    2. Below Testing, click the study version.
    3. Along the top, click Study Supplies.
    4. Below the study name, click the Kits tab.
    5. Review the settings for each kit type.

      Tip:

      To edit the settings, Create a new Draft version of a study to update the Testing version. You can edit the settings in the Draft version of the study.
  4. Make sure the dispensation schedule was defined correctly:
    1. On the Home page, click the pencil button (pencil button) on the study you want to review.
    2. Below Testing, click the study version.
    3. Along the top, click Study Supplies.
    4. Below the study name, click the Kits tab.

      The visit schedule appears on the right, with the pill icon representing a dispensation visit.

    5. Click a visit to review its details.

      Tip:

      To change the dispensation schedule, you must Create a new Draft version of a study to update the Testing version.
    6. To review the dispensation settings for a kit type, click the pencil button on a treatment arm, and select the kit type.