For setting up a study, see Setup & Launch.
Launching
Once your study configuration is complete, select Launch in the study controls. Recruiting processes begin, and volunteers start matching against your criteria.
Pausing a study
Pause recruitment at any time from the study dashboard. When a study is paused:
- Volunteers stop being matched and sent to sites.
- Your configuration and all historical data stay exactly as they were.
- Most fields remain editable, the same as while the study is active.
Pausing is a reasonable choice when a site needs time to catch up on existing volunteers, or a protocol change needs review before recruitment continues.
Resuming a study
Open the study dashboard and resume it. Recruitment restarts with the same configuration, ready to go as-is unless you want to make a change.
If your organization has an outstanding billing hold, matching resumes once the hold clears. See Credits. If your study’s price has drifted over the platform’s custom-quote threshold since it last ran, you may need to contact your platform representative. Making changes while a study is active or paused
Most fields, including eligibility rules, description, contact info, visibility settings, compensation, and recruitment dates and area, stay editable through both active and paused. A small set of identity fields (name, study type, delivery model, phase, protocol number) lock permanently the moment a study first leaves draft. See Setup & Launch for the full breakdown.
Saving eligibility rules replaces the current eligibility rules. A change applies to matching going forward: a volunteer who has already been offered your study is evaluated against whatever rules are live at the moment they submit their opt-in form.
Ending a study
When enrollment is done and recruitment is no longer needed, move the study to ended or completed from the study dashboard. Both are final, permanent statuses within the portal.
If you’re not certain enrollment is truly final, for example if some sites still have volunteers mid-pipeline, pause. A paused study stays resumable.
