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Trial Workflows

Trial Recruitment

How recruitment-related trial information is recorded and reviewed in TrialStack.

Trial Recruitment

Trial recruitment is a living operational workflow, not a static set of fields.

Who this is for

This page is for teams that track recruitment assumptions, updates, and changes as part of ongoing trial operations.

When to use the recruitment workflow

Use this workflow when recruitment information needs to be updated and reviewed over time in the context of sites, personas, and operational planning.

Typical workflow

  1. Review the current recruitment state.
  2. Update recruitment information as planning or execution changes.
  3. Link the changes back to site and persona context where needed.
  4. Review history when the recruitment picture changes materially.

Key decisions

  • how recruitment state is maintained by trial
  • how teams review recruitment history
  • how recruitment documentation connects back to sites, personas, and operational planning

Common mistakes to avoid

  • treating recruitment data as isolated from site reality
  • changing recruitment assumptions without preserving the change history
  • ignoring persona context when the workflow depends on participant-facing assumptions

API reference

Use TrialStack API reference for exact recruitment retrieval, update, history, and restore contract details.