Process for Moving A Study Live

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Last updated: Apr 01, 2022 by TK Support
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The steps below outline how to move a study live after it has been built and tested. Reference the study building guide to be sure you have addressed all parts of the study setup.

A study agreement document with TrialKit is normally required for each study separately to move it to a live status. If the testing/training watermark is visible in the background when you are signed into the study on the web, there is likely something still pending and the study is not yet provisioned to be moved to live status.

Proper planning should be considered to allow execution of any licensing requirements by the appropriate personnel. If you have any questions related to licensing, please reach out to your Project Manager or submit a request at help.trialkit.com

 

If study versioning is enabled (This is most studies)

  1. Publish the first version of the study

  2. From the Study Configuration screen, in the “Version” tab, publish the current version.

3. Use the Version manager to Enable applicable sites for the newly published version

4. Change the study status to 'Live'

5. Add users to the sites with the necessary roles

 

If Site document controls are in place, individual sites will only be able to enroll subjects once those conditions have been met.

 

If study versioning is not being used:

One simple step: Change the study status to 'Live.

 

 

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