Considerations when copying a study

Copying a study saves you time and maximizes your reuse. However, there are certain considerations you should be aware of before using this feature.

You can only create a new study by copying the latest approved version of an existing study. The study must also be active (that is, not in the archived state). You can copy the same study multiple times to create new studies or you can propagate a previously copied study. This gives you the flexibility to either retain a study's original design as a template and use it for multiple new studies in the future or to duplicate your newly copied (and possibly modified) study to create yet another new study (as long as the study you are copying from has been approved).

Forms (including validation rules and programmed rules), kits, and randomization are all copied when copying a study design.

Note:

Visits that were inserted to the original study version become standard scheduled visits in any copied study.

For step-by-step instructions on how to copy a study's design, see Copy a study's design.

Restrictions when copying a study's design

When copying a study, keep the following restrictions in mind:

• If an approved version of the study does not exist in the application, you cannot copy that study's design. You cannot copy an archived study.
• Study roles, Sites/users, and Data Classification are not copied to the study design.

Details for rule designers

All custom rules are copied when using Copy Study, but they are not validated until the copied study design version is moved to Testing mode. Rules designers can still enter the rule editor while rules are in the process of saving and validating, however, it is recommended to wait until the automated validation is complete. When the validation is finished, you will receive a notification with the status of the copied rules.

For more information, see Create and manage rules and Rules Validation Complete notification.