Make a study live

After all required elements of a study are created, it's time to put all of the pieces together. During this phase, a study team member must assign the appropriate study version to sites, activate sites, and complete many more settings to make a study version live in a specific mode.

• Make a study version live in Testing mode first, so you can test it and verify it using mock data.
• Make a study version live in Production mode once you have verified that the study design and settings are working as expected.
• Configure Training mode settings to match those defined for Production mode, so that users who operate your study can get properly trained with the real study configuration using mock data.

• Assign a resupply strategy to a depot
  When you create a depot that can supply other depots with kits, you can specify a resupply strategy for the receiving depot so the depot always has the appropriate number of kits.
• Activate a depot
  You must activate a depot in Testing mode to be able to test your study. Activate depots in Production mode to begin distribution in a live study. If you activated a depot in error, or if a depot is no longer active, mark the depot as retired. You can activate a retired depot at any time. This procedure also applies to rollover studies.
• Release kits to sites or depots
  Release kits to a depot in Testing mode so that the kits are associated with the depot and you can begin testing distribution in Testing mode. Release kits to a depot in Production mode to begin distribution and in Training mode to practice. This procedure also applies to rollover studies.
• Assign a study version to a site
  To make a study version live in any mode, you must perform these steps and then activate a site. If the site you need to activate hasn't been created yet, you must first add the site. This procedure also applies to rollover studies.
• Select a resupply strategy for a site
  You must select a resupply strategy for a site so that automatic shipments can be generated. This procedure also applies to rollover studies.
• Open and close a cohort
  All cohorts are closed by default in a cohort study. Open at least one cohort before the study goes live, or sites won't be able to randomize subjects. After the limit is reached for a cohort, sites can't randomize subjects until you open the next cohort or increase the limit. This procedure also applies to rollover studies.
• Activate a site
  To make a study version live, activate a site. Make a study live in Production mode only after the site has contractually agreed to the protocol and regional regulatory requirements are in place. A site that has been activated can never be deleted, but it can be retired. This procedure also applies to rollover studies.