Re-Using Multi-Versioned Studies

Instructions

Often times when beginning a new study, study builders find it most efficient to re-use a study that has already run its course. In many cases, these studies will have multiple versions as changes were made over time. Copying these studies will also copy all the versions from the source study to the new copy. This article outlines the steps in reversing the versions back to version one so you are getting the most recent version of the last study, without all the past versions that don't apply to the new study.

How to remove versioning while copying a study!

  1. Copy a study with multiple versions

  2. Create a new form library titled after the study, for easy future reference

  3. Open the new study (ensure you are doing the following steps from the newly copied study)

  4. From the Form Builder, export all the most recent versions of forms to the new form library.

  5. Open the Version Manager page and Un-include all sites from all versions.

  6. Open the study configuration and unpublish/delete all versions of the new study in reverse order. Do this until you are down to the first version, which should be "In Development"

  7. From the Form Builder page, delete all existing forms.

  8. Import all the forms from the form library in step 4.

Make any other necessary changes in the study configuration - like randomization, notifications, review levels, etc.