Test and approve an object

Once you create or import an object in your library study, it's time to test and approve it.

Note:

While testing a form object is a more complex process, testing a kit is easier. All you have to do is create the kit object, define its details, approve and publish the object, and then import it into your Production study.

Before you begin, learn more about the specifics and limitations of a library study. For more information, see About library studies.

Tip:

During the testing phase, you can write down your findings using the Comments feature. That way, you can go back to them later and determine how an object's status should be updated next.
Can't find your back to the Library Studies page? Click the Library Studies breadcrumb link in the top-left corner of the page. This takes you to the Library Studies page where you can see all library studies at your organization. Also, click the View Library button in the same location to go to the main Library page where you can view code lists, forms, and kit types.

To test and approve an object, you must perform the following prerequisite steps:

To test and approve a form object, follow these steps:

On the Library Studies page, click the Edit Study icon () on the study you want to edit.
Below Draft, grab the draft library study version and drag it into the Testing container.
Next, you must update the study version that is assigned to your sites. For step-by-step instructions, see Update the study version that is assigned to a site.
Click the Testing Mode icon () for the given study.
On the Subjects page of the library study, you can see the subjects table and the Library Objects side panel to the right of the screen.
On the Subjects page, start by adding your subjects. Click Add Subject
On the Subjects page of the library study, use the filters above the subjects table to filter your view:
- Site: By default, this option is set to the first created site in the library study. If needed, select another site from the drop-down.
- Status: By default, this option is set to All subjects. From the drop-down, select other subject statuses that you want to filter through.
- Review: By default, this option is set to All reviews. From the drop-down, select other review labels that you want to filter through.
- Search for Subject: In this text field, type the subject number you're looking for and press Enter on your keyboard.
Click a visit and identify the object that you want to test and approve. For example, if you want to test and approve a form, you have the following options:
- On the Library Objects side panel, type the title of the form that you want to test and approve in the search bar, and press Enter on your keyboard.
- Click Filter and select a tag associated with the form that you're looking for.
- Click Visit and select a visit associated with the form that you're looking for.
- Select any of the following options to filter objects:
  - All displays all forms associated with the visit that you're in irrespective of their status.
  - Draft displays all forms with a status of Draft.
  - Testing displays all forms that have been already marked as Ready to Test.
  - Approved displays all forms that have already been approved for publishing.
  - Published displays all forms that have already been published.
  - Rejected displays all forms that were rejected during testing.
  - Archived displays all forms that were archived.
Start testing an object that you just marked for testing.
For example, if you need to test a form, start by filling in the form and determine whether the object meets your testing criteria.
After successfully testing an object, on the Library Objects side panel, click Approve next to that object.

After you approve an object, the Approved status and icon is displayed next to it on the Forms tab on the Library page. You can also view a form object's status on the Forms tab of a draft study version.

Related Topics

Parent topic: Create and manage library objects