Edit or manage a visit branch

You can edit branch details only before a study version is approved. You can also delete a branch or add more branches to the study's schedule.

You must first create a visit branch to add visits to it. For step-by-step instructions, see Create a visit branch.

After making your changes in Draft mode, you must test your new study version in Testing mode before making it live.

To edit or manage a visit branch:

  1. Access the Draft version of a study as described in Open a study's design.
  2. Next to a branch's title, select the Menu icon (Menu) and select one of the following options, depending on what action you want to take:
    Options Description

    Add Scheduled Visit

    Include a Day 1 or Week 1 visit, such as a screening.

    Add Branch to Tier

    Include another parallel branch in your study design.

    Add Branch to Bottom

    Include another branch after the existing branch in your study.

    Duplicate

    Copy this branch.

    Edit

    Edit the details for this branch, such as title, ID, cycles, or other settings.

    Delete

    Remove this branch from your study design.

Related Topics

Parent topic: Visit branches