10.2.2.2 Updating Milestones

Milestones can be modified as needed from one of three screens –the milestones tab of a study on the study management page, or the milestones tab on the financial summary page. This section will begin from the Milestones tab of a study, but note that modifying a milestone in any one of the three locations follows the same steps.

To modify a milestone:

1. From the Milestone tab, select the milestone that needs to be modified.

2. Modify the fields as needed.

Note: The milestone fields: Calendar, Visit, Event Status, Patient Count, or Patient Status can only be modified in specific circumstances. The items listed can be modified if the milestone status is set to “work in progress”. If the milestone status is “active”, it can be changed to “work in progress” only if there are no achievements for the milestone.

3. Click Preview and Save.

4. A notification displays asking you to confirm the milestone changes. Enter your e-Signature and click Save.