Make a study version available in Testing mode

Make a study version available in Testing mode after you finish configuring the study. After the study version is available in Testing mode, you can create sites and depots, specify subject and supply settings, and create a randomization list and kit list. This procedure also applies to rollover studies.

Do you need to perform this task for a production or training study? See Make a study version available in Production mode.

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

Caution:

We recommend you don't update a study's ID after you move the study version to the Testing container. Updating the ID might interfere with other features within the application.

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.

Before you make a study version available in Testing mode, consider the following:

• To make sure you designed the study as you expected, run and review the Study Design report. See the Study Design report.
• You can't move a Testing version of a study back to Draft. If you need to make changes, Create a new Draft version of a study to update the Testing version.
• You can have only one study version in Testing at a time. To move another Draft version of a study to Testing, first move the current Testing version to Approved or Archives. See Make a study available in Production mode or Archive a study version.

To make a study version available in Testing mode:

1. On the Home page, click the Edit icon () on the study you want to edit.
2. Drag the Draft version of the study to Testing.