Selective copying

Note:

Selective copying is available for SSO and non-SSO trials. However, you can only copy from an SSO trial to another SSO trial, or from a non-SSO trial to another non-SSO trial.

You can selectively copy a single type of trial data to another trial.

  1. Select Trials from the menu bar.
  2. Select the sponsor company from the Current Sponsor Company drop-down list.
  3. In the Copy column, click the Copy icon (Copy icon. Click to copy a trial.) for a trial.
  4. From the Source Trial drop-down list, select the source trial.
  5. From the Select Type drop-down list, select the trial details to copy.

    Additional checkboxes may appear on the lower left of page, depending on the option you select.

  6. Move the trial details you want to copy from the Available list to the Selected list.
  7. Optionally, select the checkboxes at the lower left of the page to copy the additional data.

    For example, if you select Sites from the Select Type drop-down list, the Associated Sponsor Users and Associated Site Users checkboxes appear on the page.

    • If you select the Associated Sponsor Users checkbox, the sponsor users that are associated to the sites you have selected from the source trial are copied to the destination trial. If you do not select the checkbox, only the sites will be copied.
    • If you select the Associated Site Users checkbox, the site users that are associated to the sites you have selected from the source trial are copied to the destination trial. If you do not select the checkbox, only the sites will be copied.
  8. Click Submit, and then click Return.