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            Update a Research Study

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            Update a Research Study

            Ensure precise site selection by revising key details of the research study such as the name and title to better reflect the current focus, adjusting the dates to match the current timeline, and refining the inclusion and exclusion criteria. Select a new pre-eligibility questionnaire to effectively screen potential participants.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To update a research study:

            Study Manager for Site Management
            1. From the App Launcher, find and select Research Studies.
            2. Open the research study that you want to update.
            3. In the dropdown menu at the top-right corner of the page, select Update Study Details.
            4. Update the details on the Basic Information, Enrollment Information, and the Participant Eligibility windows.
            5. If needed, select a new pre-eligibility questionnaire.
            6. Click Finish.
             
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