Manage lifecycles

Lifecycles define the activities required to process a document and the role(s) study team members must have to perform the activities.

You can copy or edit lifecycles at the level where they were created (parent versus child). When you edit a lifecycle, you can change the names that appear for lifecycles, the roles that can perform the activity, as well as other activity specific options, like file upload and due dates. These changes take effect for your study team the next time you deploy the configuration.

You can also copy an available lifecycle and use the copy as the basis for a new lifecycle.

• Edit a lifecycle
  You can easily edit a lifecycle but pay special attention to any displayed warnings. Configuration Designer will warn you if any of the changes you want to save will invalidate a milestone or dependency.
• Copy a lifecycle
  Copy an available lifecycle to save time and effort in configuration updates.