Trial Workflows
Trial Design
How teams shape and maintain the design view of a trial in TrialStack.
Trial Design
Trial design is where teams shape the operating structure of a trial and keep that structure aligned with the current study plan.
Who this is for
This page is for teams that maintain the planned structure of a trial and need a governed way to evolve it over time.
What this workflow covers
- maintaining the current design state
- validating that updates match the intended trial record
- reviewing design history over time
When to use the trial design workflow
Use this workflow when the team needs to update or review the structured design of a trial rather than its broader operational record.
Typical reasons include:
- the design structure has evolved
- the team needs a reviewable record of design changes
- later comparison or restoration may be needed
Typical workflow
- Open the current trial design state.
- Make the design updates needed for the current planning cycle.
- Validate that the changes match the intended trial structure.
- Review design history when the change is sensitive or disputed.
- Restore a previous state when rollback is safer than editing forward.
flowchart TD A[Open current trial design state] --> B[Make design updates] B --> C[Validate against intended structure] C --> D[Review design history when needed] D --> E[Restore previous state if safer]
Key decisions
- who usually owns design updates
- which changes need explicit review
- how design history supports later audit and comparison workflows
Common mistakes to avoid
- treating design changes as disposable edits instead of governed updates
- changing design structure without checking how it affects downstream trial modules
- skipping history review when a design decision is being revisited
Related pages
API reference
Use TrialStack API reference for exact design save, retrieval, and restore contract details.