Plan

Plan is the structured planning step for a trial. It covers the design and execution planning surfaces that guide how the study will run.

What belongs in Plan

• trial design and schedule work
• recruitment, retention, and monitoring plans
• safety and statistical planning
• governed project workspaces that translate the trial plan into tasks, owners, dependencies, and risks

Project workspaces keep execution planning inside the governed form model. Tasks store forward dependencies, owner assignments, source grounding, status, priority, and dates. Risks are managed as connected plan records with a single severity level and status, while “blocks” views are derived from task dependencies instead of stored as a separate project concept.