Open the study in Draft mode

Open a study in Draft mode to configure or update a study version's design.

  1. On the Home page, locate your study.
  2. Click the pencil button (pencil button) on the study you want to edit.
    The Draft, Testing, Approved and Archived containers are displayed below the study name.

    Note:

    If you cannot see the Edit Study icon (pencil button), reach out to your user administrator to revise your role and permissions within the study.
  3. In Draft, open an existing draft version or create a new one:
    • Open an existing draft study version: locate and click the existing study version in the Draft container to open it.
    • Create a new draft version: click Create Study Version.

      Note:

      If you already have a draft version of the study, Create Study Version is not available below Draft. To create a new version of the study, you must first drag the Draft version of the study to either Testing or Archived.

      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.

The study version's design is then available to make updates as required.
To go back to the home page, click Home in the upper right corner of the screen.