Summary

This article covers navigating the study Version Manager.

The Version Manager is used to control which sites and subjects are part of specific study versions. This is also where subjects are migrated from older study versions to newer ones as changes are made to the study design.

First, a new version of a study needs to be created and published. For more information, visit the Study Versioning Overview article. 

The Version Manager is found under the Study menu:

Once open, follow the annotations below for a description of the page elements:

1) Select which version of the study to manage. The choices here are populated from the study configuration. The choice made will indicate if it is a published version or a development version as shown below.

2)  Use the filters at the top to narrow down the results, then check the box for each site that needs to be part of the version selected in step one. If the version is in development, only Administrative site types can be included.

Continue reading on how to migrate subjects from an old version to a newer version.

Need more help?

Please visit the Datatrak Contact Information page.