Open the study settings

Open the study settings to update general information about your study, as well as to set up facilities, manage users and study roles and define Source Data Verification (SDV) strategies, and other settings.

To have access to a study's settings you must make sure that the following prerequisites are complete:
  • You must be provisioned with the appropriate permissions, either as a global user or at the study level.
  • The study version that you are working in must be moved to either the Testing, Approved or Archived container. This ensures that the study's settings are available for you to navigate and configure.
  1. On the Home page, locate your study.
  2. Select Study Settings Study Settings on the study you want to edit, and select Open Settings.

    Note:

    You can also access the General and Sites & Labs tabs in the study settings in the testing, training, and production (approved or active) modes, or all modes directly through deep links that can also be shared with third party applications. For more information, see Generate deep links.
To go back to the home page, select Home in the upper-right corner of the screen.