Steps to follow for Study Administrators to go live with a new study
Pre-go-live checklist
Reference the study building guide to be sure you have addressed all parts of the study setup
Export the user roles and permissions for documentation purposes. This can serve as a helpful snapshot in the distant future.
Export the form data dictionaries as a blueprint of how the forms are built when moving the study live.
Steps to move the study live
1. Verify the necessary sites exist and at least one user has been added to each one
If new sites are added after go-live, that is okay - just be sure to perform step 3 below after adding the sites later on.
2. Publish the first version of the study
3. Use the Version manager to enable applicable sites for the published version
4. Change the study status to 'Live'
5. Send users' sign in notifications from the User Manager screen
If Site document controls are in place, individual sites will only be able to enroll subjects once those conditions have been met.