Change an approved form with a new version

1. 1

   Open the approved form and click Create New Version.

   If a draft already exists, the button reads Edit vX.Y draft.

2. 2

   Choose Minor - wording / clarification (for example v1.0 to v1.1) or Major - structural change (v1.0 to v2.0).

3. 3

   Click Create draft.

   The new draft copies the questions, sections, scoring, settings, OID and domain. The approved version keeps collecting data until the new one is approved.

4. 4

   Make your changes, then check any ranges and SDV choices on the new draft.

1. 1

   Click Approve on the new draft, then Continue.

2. 2

   Under What happens to existing participants?, choose:

   Keep existing participants on the previous version (recommended), Migrate all participants to this new version (minor versions only), or Cohort migration by enrollment date (needs a date and a justification of at least 20 characters).

3. 3

   Click Continue to Signature and sign.

• The study's schedule switches to the new version automatically.
• Submitted answers are never changed. Someone part-way through the old version finishes it first.
• Sites who had the old version open see "Not saved: this form has a newer version" and reload with their answers kept.

Click the archive icon on the form card (or Archive in the editor), type the form name, add a reason, continue to the signature and click Sign and Archive. A version still on the schedule, or with unlocked data and no newer approved version, cannot be archived. Archived versions keep all their data.