Create a new Draft study version

Create a new Draft study version anytime you need to update your study's design.

Note:

To move a study version from Draft to Testing, Training, or Production, you must be assigned the following study roles and permissions:
  • The Study Designer study template role (or a custom study design study role) assigned in Study Design mode;
  • The Study Manager study template role (or a custom study management study role) that must have the Move a Study Design to Testing or Production permission included in the study role. This study role must be assigned in the mode where you want to move the new study version: Testing, Training, or Production.
  1. On the Home page, click the Edit icon (pencil button) on the study you want to edit.
  2. In Draft, click Create Study Version.

    If you already have a Draft version of the study, Create Study Version doesn't appear below Draft. To create a new version of the study, you must first drag the Draft version of the study to either Testing or Archived.

The new Draft version is a copy of the latest version of the study. The latest version of the study has the highest fourth number (for instance, 4 in 1.0.0.4). When you create a new Draft version of a study, this number increases by 1. For example, 1.0.0.1 becomes 1.0.0.2.