Editing Study Details

This guide covers how to update study information after a study has been created.

Opening a Study for Editing

There are two ways to access study editing:

From the Studies List

1. Go to All Studies in the sidebar
2. Find the study you want to edit
3. Click the Edit button in the Actions column (right side of the row)
4. The study opens in edit mode as a full-screen overlay

From the Study Details

1. Go to All Studies in the sidebar
2. Click Details on the study row to open the study
3. Click the Edit button in the study header (top right)
4. The view switches to edit mode

What You Can Edit

Core Information

The study's basic information including:

• Study title/identifier
• Principal Investigator
• Assigned team
• Study coordinators
• Other organization-defined core fields

Custom Attributes

Any fields from the Information Attribute Sets assigned to the study:

• Text fields
• Long text descriptions
• Dropdown selections
• Web links
• File/folder locations

Workflow Milestones

For each workflow assigned to the study:

• Milestone dates (when steps were/will be completed)
• Skip status (mark steps as not applicable)

Making Edits

Text Fields

1. Click into the field
2. Type or modify the text
3. Changes are tracked automatically

Dropdown Selections

1. Click the dropdown
2. Select the appropriate option
3. For multi-select fields, choose multiple options

Date Fields

1. Click the date field
2. Use the date picker or type the date
3. Format: YYYY-MM-DD

User/Team Selections

1. Click the dropdown
2. Search or scroll to find the person/team
3. For multi-select, choose multiple people

Saving Changes

After making edits:

1. Click the Save button
2. Wait for the confirmation message
3. Changes are saved to the database
4. The study list refreshes with updated information

Canceling Edits

To discard changes:

1. Click Cancel or close the edit panel
2. Any unsaved changes are discarded
3. The study reverts to its previous state

Field Visibility

While editing, notice the visibility badges:

Badge	Meaning
Ext (red)	Externally visible - can be seen by external users
Int (gray)	Internal only - visible only to organization members

Be mindful of what information you put in external fields.

Edit Notifications

When you save edits:

• A success toast notification appears
• The "Updated" timestamp changes
• Other users will see your changes when they refresh

Editing Restrictions

Some things cannot be edited:

• Study ID - Set at creation, cannot be changed
• Creation date - Automatically recorded
• Created by - Automatically recorded
• Note history - Individual notes cannot be edited (only new notes can be added)

Tips for Editing

• Save frequently - Don't lose work by navigating away
• Check visibility - Ensure sensitive info isn't in Ext fields
• Update milestones - Keep workflow dates current
• Add notes - Document significant changes with notes