Study Statuses
Draft: Study has been created but has not yet been published and does not yet have Participants added. Participants can not view or access Draft Studies. Any edits or changes should be made while in Draft status to ensure your Participants have the best experience. Update your Draft Study to an Active Study by selecting 'Actions' > 'Edit Study', completing all setup steps, and selecting 'Publish'.
Active: Study has been published, is in progress, and may or may not have Participants added or contacted. Studies should have all setup steps filled in and reviewed to ensure accuracy before publishing to Active. Changing to “Active” opens your study for recruitment. Participants you've invited will be able to access any tests, surveys, screeners, or scheduling calendars in this Study. Email and incentive sending is enabled.
Paused: Study has been paused to stop Participant access to this Study. Participants won't be able to access tests, surveys, screeners, or scheduling in this Study. Email and incentive sending is disabled, but incentives already sent can still be claimed by Participants.
Closed: Study has been completed, all incentives sent, no more changes are needed, and recruitment is closed. Participants won't be able to access tests, surveys, screeners, or scheduling in this Study. Email and incentive sending is disabled, but incentives already sent can still be claimed by Participants.
After closing studies, you can Archive Studies to keep your workspace clean and focused without losing historical data.
Update Study Statuses
Update Study Statuses easily from the main Studies page or a specific Study Overview page.
From the Studies Page
Navigate to Studies in Rally and locate the relevant study.
Hover over the study row, select the 3 dots ... and Change status.
In the pop-up, select the new study status.
Here you can also change the participation limit for in-house recruitment studies to allow more or less responses, or allow unlimited responses.
Participation limit cannot be changed on external panel recruitment studies once recruitment has started.
Confirm changes by selecting Update to apply.
From a Specific Study Overview
Navigate to Studies and select a study to open the Studies Overview page.
In the top-right corner, select the three dots ... and 'Change Status'.
In the pop-up, select the new study status.
Here you can also change the participation limit for in-house recruitment studies to allow more or less responses, or allow unlimited responses.
Participation limit cannot be changed on external panel recruitment studies once recruitment has started.
Confirm changes by selecting Update to apply.
You can also click the color status tag (Active, Paused, Closed) in a study to update.
Filter Study Statuses
Filter your main studies page to view or find studies with specific statuses using the Status filter at the top of the table. You can also filter the studies table by study type, language, owner, and team.
Return to viewing all studies with any status by selecting the filter and Clear filter.
