Navigate to the ‘Search for Study’ field via the upper System Navigation ribbon and enter the study Id. Select the desired study from the search results list
On the Study Workspace, click on the ‘Roles’ tab located on the left-hand side of the screen
On the Roles screen, click on the ‘Copy Roles’ icon. Upon clicking on the copy roles icon, the ‘Copy Roles-Search for Study” field box will appear where the user will input the [copy from] study ID and click on the search icon (magnifying glass icon).
Note: You must be “Checked Out” in order be able to select ‘Copy Roles’.
Upon clicking on the search icon, a new screen will show where it prompts the user to confirm the copy criteria and then select the study.
Once the copy criteria has been specified and the desired study has been selected, the system will display the “Roles Copied successfully” message as confirmation.