1. Sponsor and CRO User Guide
  2. Create and manage your organization's library
  3. Create and manage library objects
  4. Publish an object in a library

Publish an object in a library

Only after you've approved an object, can you publish it in a library.

This is the last step in the life cycle of an object version. After an object is created with a status of Draft, it can then be marked for testing, tested, approved, and ultimately published. After publishing an object, you can then add that object to a live study and further test it.

Before you begin, learn more about the specific features of a library study. For more information, see About library studies.

To publish an object, you must first test and approve that object. For step-by-step instructions, see Test and approve an object.

To publish an approved object, follow these steps:

  1. To publish a form, follow these steps:
    1. Depending on which page you want to update the form's status, do one of the following:
      • Go to the Library main page and click the Forms tab. Locate the form that you want to publish and, on the Status column, select Publish.
      • Go to the Library Studies page, click the Edit Study icon (pencil button) on the study you want to edit, access the study version in Draft and update a form's status on the Forms tab.
      • Click the Testing Mode icon (Beaker icon) for the given study and, on the Library Objects side panel, select the Approved status filter. Click Publish next to the form that you want to publish.
    2. On the Publish Objects dialog, complete the following fields:
      • Description: Enter a relevant description for the object that you're about to publish. This field is optional.
      • Version Number: Enter the appropriate version number for the object you're about to publish. This field is mandatory and the version number must be unique for the object that you're publishing across the entire library.
      • Tags: Select the appropriate tags to associate them with the object you want to publish.
    3. Click Publish.
  2. To publish a kit type, follow these steps:
    1. On the Library main page, click the Kit Types tab.
    2. Locate the kit that you want to publish in the table.
    3. Click Action and select Publish from the drop-down.

Related Topics

Parent topic: Create and manage library objects