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Post-production revision management

A study design represents the root of the study workflow, including study events, forms, and rules that govern the behavior of study events and forms. The study workflow is independent of locale; therefore, there are special considerations for designing a single study with different workflows for different sites or locales in the target application.

For example, consider the case where you want to add a form to a visit in some sites or locales but not to others. Because the study has only one study workflow, the form must be added to all sites. Your options are:

Many production multi-site studies undergo different maintenance paths, in which some changes are distributed to all sites and others are limited to only a few sites. The Central Designer application does not allow you to create a single study with multiple study designs (in other words, multiple workflows) that you maintain in parallel.

However, you can split the different maintenance paths into separate copies of the study, each of which can be maintained separately, as follows:

  1. Create a study that will be used in production. Consider this study to be the 1.0 study.
  2. Create a deployment package and deploy and install it in all study sites.
  3. Export the study and import it into a new study (which can be, but does not have to be, part of the same study project). The new study is comparable to a 1.1 branch. The new study will be maintained separately from the existing study.
  4. Before making any changes to the new study, create a baseline and deployment package. This package is identical to the original study package. The new package will be the basis for incremental deployment packages in the 1.1 study.
  5. Add study objects to or modify the 1.1 study.
  6. Create an incremental deployment package, and deploy the package to the specific sites that require the changes.

This approach requires you to maintain both studies independently of each other. For example, if you modify a form in one study, the change is not propagated to the form in the other study unless the study object is in a library and is used in both studies.

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