Open and close a cohort

All cohorts are closed by default in a cohort study. Open at least one cohort before the study goes live, or sites won't be able to randomize subjects. After the limit is reached for a cohort, sites can't randomize subjects until you open the next cohort or increase the limit. This procedure also applies to rollover studies.

If your study uses a minimization cohort, you must first specify the enrollment settings for that cohort. For more information, see Specify enrollment settings for minimization cohorts.

1. Open the study settings.
2. Click the Study Settings tab.
3. Along the top of the page, select a specific mode:
   • Production Settings
   • Testing Settings
   • Training Settings
4. Scroll to the Enrollment Settings section, and expand Cohort.
5. Do one of the following:
   • To open a cohort, click the toggle to the left of the cohort name so that the color of the toggle changes from gray to blue and the circle moves from the left to the right ().
   • To close a cohort, click the toggle to the left of the cohort name so that the color of the toggle changes from blue to gray and the circle moves from the right to the left ().

Open and close cohorts for other modes when required.