Trial Retention

Trial retention keeps participant-retention assumptions and updates visible across the life of a trial.

Who this is for

This page is for teams that need to track and review retention-related changes over time.

When to use the retention workflow

Use this workflow when retention planning or operational assumptions need to stay visible, reviewable, and recoverable.

Typical workflow

1. Review the current retention state.
2. Update retention information as assumptions or realities change.
3. Compare historical versions when the change is sensitive.
4. Restore an earlier state when rollback is clearer than editing forward.

Key decisions

• maintaining retention state by trial
• reviewing retention history
• comparing and restoring earlier versions when a change needs to be rolled back

Common mistakes to avoid

• treating retention assumptions as fixed once entered
• skipping version review when retention-related changes are disputed
• separating retention review from recruitment and broader trial operations

Related pages

• Trials
• Trial Recruitment

API reference

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