Create a new Draft version of a study to update the Testing version

Create a new Draft version of a study when you need to update a study version that you've already moved to Testing on the Home page. You can modify details about the study, including its title, phase, and blinding status at any time, without creating a new version of a study. This procedure also applies to rollover studies.

Want to see how to perform this task? Watch the video below.

Note:

To move a study version from Draft to Testing, 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 Testing mode.

To create a new Draft version of a study:

1. On the Home page, click the pencil button () on a study.
2. In Draft, if you don't already have a study version, click Create Study Version.

   Tip:

   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.
3. Edit the new study version and make your required updates.
4. On the Home page, click Study Settings () on the study you want to edit, and select Open Settings.
5. On the left, select Testing Sites and remove the study version association with all sites in Testing.
6. On the Home page, drag the old study version from Testing to Archived.

   Because you must make changes to the new Draft version, you no longer need the old Testing version.

7. Then drag the new study version from Draft to Testing.
8. Click Study Settings () again and select Open Settings.
9. On the left, select Testing Sites and add the new study version for all sites in Testing
10. To rename a study version, click the pencil button on the study (). Click the menu button () on the study version, and select Rename. You can change the name of the study version, but not the version number.