Archive a study version

Archive a study version when you no longer need the study version, such as if you found an issue during verification, or when sites are no longer using it because they have switched to a newer study version. This procedure also applies to rollover studies.

Show me how!

1. Make sure that there are no sites assigned to the study version:
   1. On the Home page, click Study Settings () on the study you want to edit, and select Open Settings.
   2. Below the study name, click the Sites tab.
   3. In the table, review the Study Version column for Production, Testing, and Training modes, and make sure that no sites are using the study version that you want to archive:
      • If the study version you are archiving is assigned to a site, and the study is ending, remove the site from the study version and then retire the site.
      • If the study version you are archiving is assigned to a site, and the sites are moving to a new study version, assign the sites to a new study version.
      • If the study version you are archiving isn't assigned to any sites, proceed to the next step.
   4. In the upper right, click Home.
2. On the Home page, click the Edit icon () on the study.
3. Locate the study version that you want to archive, and drag it to Archived.

Tip:

Managing multiple study versions?

• You can move an archived study version back to Approved, but only if the study version was previously approved.
• If a study version contains mistakes—for example, a typo on the name of a form—it's a good idea to archive the study version so that no sites are assigned to it accidentally.
• You might want to rename the Archived version to something like RETIRED - V1 DESIGN to make it clear that it isn't meant for use.

  To rename a study version, click the pencil button on the study (). Click the menu button () on the study version, and select Rename. You can change the name of the study version, but not the version number.