Step 3: Assign Sites a Casebook Version

EDC Tools

Roles


Vault automatically assigns Sites the most recent available casebook version upon Site creation. If your initial deployment relies on that single casebook version, you can skip this step, as your Sites are automatically assigned the initial version.

If you created any subsequent versions in advance of your deployment date, you can assign the correct versions to Sites from EDC Tools > Sites. (These directions only cover deployment before data collection begins. For details about updating a site’s Active Version during active data collection, see Stage 4: Amendments.

Once you publish your Casebook Definition is published, you can assign it to the Sites in your production environment.

To assign a casebook version to a Site:

  1. Navigate to Tools > EDC Tools > Sites.
  2. Click to open a Site.
  3. In the Active Version drop-down, select the version you want to assign to your Site.
  4. Click Save.

EDC Tools

Roles