Reviewing a Study

You can review a study before requesting or providing approval, to ensure that all the required information is available.

See Also
Introductory Concepts
Study Data
  1. Do one of the following:
    • Close the study you are editing.
    • From the Home Page, select any study in either the My recent data or All data view.
    The study opens at the Summary page. For more information, see Opening a Study.
  2. Review the General Information section.

    • * indicates required fields.
    • indicates missing or invalid information.

  3. If the study is active, or was previously activated, click the Task Plan Id to open the appropriate Task Plan in Foundation Hub.

    For more information, see Activating a Study during the study's workflow: Phases of a Study.

  4. Review the study members and their access roles and rights in the People & Organization section.
  5. Review the list of materials chosen for the study and their amounts in the Materials section.
  6. Review the storage conditions, time points, and tests in the Test Design section.

    Tip: The tooltip for each storage condition reports the arm start date for inserting samples into chambers.
    Important: You cannot change the master sample setting for a study after its initial activation. Ensure that your study's use of a master sample (or not) is appropriate before activation.

  7. Review the amounts and containers for each material required for each time point, activity, and storage condition, the extra amounts, and the total amount and number of containers in the Summary Amount section. For more information, see Summary Amount.
  8. If any information is missing or invalid, click .

    If another user is editing the study, the is not available and a tooltip reports more information. You must unlock the study to make edits, see Unlocking a Study.

    This opens the study so that you can edit the information and make any required corrections.

If the study includes all the required information, you can proceed to activate the study. For more information, see Activating a Study.