Study Tracking

Track all of your studies' teams, vendors, and participants

Change Study Team Assignment State

Who can complete this task?
  • Site Administrators

Change Study Team Assignment State

You can edit an assignment’s state from Administration > Staff > Study Assignments or the Study > Study Team Assignments section.

  1. Navigate to the Studies tab
  2. Expand the Study Team Assignment section.
  3. Locate and select the Study Team Assignment.
  4. From the Workflow Actions menu, select the appropriate lifecycle state.

Bulk Action to Activate Study Team Assignments

  1. Navigate to the Studies tab.
  2. Expand the Study Team Assignment section.
  3. Select one or more assignments to update.
  4. From the Bulk Actions menu, select Set as Active.
  5. Review your selections. If needed, you can use the X in the Staff column to remove a selected Staff.
  6. Select Save.