Can multiple study designers edit a study at the same time?
Multiple study designers can edit different forms at the same time, in Draft mode. However, there are several restrictions and locks that are placed upon areas of a study's design when multiple study designers access it.
Note:
If you know that another study designer is planning to work on the study as you, at the same time, we recommend you refresh your browser's page frequently. If another study designer is already working in a study, an appropriate information message is displayed on screen.Two study designers attempt to edit the same form at the same time
Two or multiple study designers cannot edit the same form at the same time. The first study designer who opens a form automatically places a lock on that form. When another study designer attempts to open that form, an information message is displayed that lets the other study designer know the form is currently being edited by another user. The second study designers also sees a lock icon displayed on the form that they are trying to edit.
Multiple study designers attempt to edit forms and a treatment arm at the same time
Multiple study designers can edit different forms at the same time, all the while another study designer is editing the details of a treatment arm. In this case, the automatic lock is only placed on other areas of a study's design, but not on the Forms tab.
Multiple study designers attempt to edit the study schedule and a randomization's design
If the first study designer begins editing the study's schedule, an automatic lock is placed on the whole study design (except for the Forms tab). This lock does not allow other study designers to edit any other areas of the study design, such as: visits, kits, randomization, treatment arms, or assigning forms to visits. When another study designer attempts to access another area of the study's design (such as the Randomizations tab), an information message is displayed that lets the other study designer know the study is currently locked and edited by another user.
A study designer is editing a form and another study designer attempts to copy that form
If a form is locked by another study designer, another study designer cannot duplicate that form.
Parent topic: Form and validation rule FAQs