Help Center

Switch study modules on or off

Open Settings > General and scroll to Modules. Flip the switch next to a module to show or hide its pages for the whole study team. Switching a module off hides it; nothing is deleted.

ForStudy owners & adminsUpdated

Where to find it

Settings > General > Modules

Before you start

  • You can manage study settings: Study Owner, Study Manager or Administrator.

Switch a module

  1. Open Settings. The General tab opens first.

  2. Scroll to the Modules card.

  3. Flip the switch on the module you want.

    The change applies to everyone on the study straight away.

What each module adds

ModuleWhat appears when it is on
CRO collaborationShared team tasks and discussions, @mentions, task rules, and a training oversight log in Settings > Team & training.
CTMSThe CTMS menu: Trial overview, Milestones, Site readiness, Enrollment, Monitoring and Quality.
Inventory & IMP ManagementThe Inventory menu and Settings > Inventory for kits, shipments, dispensing and destruction (load the kit list).
RandomizationRandomization settings and the Randomize action on participants.
Participant self-enrollment (ePRO)A public sign-up link so participants can enroll themselves (share a sign-up link).
App access codesThe App codes page for giving participants app access codes.

When a module cannot be switched off

  • Inventory & IMP Management stays on once kits exist: "Cannot disable - kits exist in inventory".
  • Randomization stays on once anyone has been randomized: "Cannot disable - participants have been randomized".
  • Switching off CTMS or CRO collaboration only hides the menus. Tasks, comments and records are kept, and they come back when you switch the module on again.

Questions

Does switching a module off delete data?

No. It hides the menus and pages. Modules that already hold data, such as inventory with kits or randomization with randomized participants, cannot be switched off at all.

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