Add a Product to a Study

1. Navigate to Studies.
2. Select the study.
3. Select Products.
4. Select + Add Study Product.
5. Complete the Product Role field.
6. Complete the Product field.
   • If the product is not available in the Product list, select + Create Product.
   • Complete the Name field
   • Complete the Product Sharing field
     • Choosing All (recommended) allows this product to be re-used across all sites and studies within your Research Organization (if applicable). Choosing Current limits the use of this product to your currently selected site.
     • Select Save to complete the process of creating the Product.
7. Select Save to complete the process of creating the Study Product.
8. From the Lifecycle State column, confirm or select the appropriate state.

Edit a Study Product

1. Navigate to Studies.
2. Select the study.
3. Select Products.
4. Select the Product to update.
5. Select Edit from the All Actions menu.
6. Update the fields as needed.
7. Select Save to complete the process.

Change the State of a Study Product

1. Navigate to Studies.
2. Select the study.
3. Select Products.
4. Select the Product to update.
5. From the Workflow Actions menu, select the appropriate lifecycle state.

Delete a Study Product

1. Navigate to Studies.
2. Select the study.
3. Select Products.
4. Select the Product to delete.
5. Select Delete from the All Actions menu.
6. Select Continue.