Modify a non-InForm model

  1. Go to the model in the Study Configuration or Library page.

  2. Select the model and click Check Out.

    Tip:

    To modify a target data model, do not check it out directly. Instead, check out the transformation that writes to it, which also checks out the model. Then return to the model and make your changes, which are then synchronized with the transformation.
  3. Click the Icon shows a pencil.Modify icon in the Data Model pane on the left. In the Description field, describe the changes you are making.

  4. Make changes. If you have the required privileges, you can:

    • Add, modify, or delete tables by clicking the appropriate icon and making the changes; see Add tables.

      Note:

      You can add tables or modify existing ones using a metadata file, but you cannot remove tables using a file.

    • Add, modify, or delete columns in a table by selecting the table in the upper pane, clicking the appropriate icon in the Columns tab, and making the changes; see Add columns to a table manually.

    • Add, modify, or delete constraints in a table by selecting the table in the upper pane, clicking the appropriate icon in the Constraints tab, and making the changes; see Add constraints to tables for details.

    • Update to Current Library Version If the study model was created from a library model and the library model has been updated, the Upgrade to Latest Version button appears. Click it to update your study model to the new library version.

      Note:

      Any changes that have been made to the study model will be lost.

    • Update Validation Status Select this option from the Actions drop-down list to change the validation status or to upload a supporting document for the validation status change; see Validation status and lifecycle stages. The system displays this button only if you have the privileges required.

  5. Install the model. The system uses the old version until the new one is installed. The model must have a status of Installable.

    A model is not installable if it does not have any tables or if any of its tables are not installable. A table is not installable if it has no columns.

Back to Set up clinical data models