Recruitment

Recruitment is retired as an authoring tab. Maintain protocol populations, cohorts, and planned enrollment in Trial > Population, the existing Population section of Trial Summary.

Population ownership

Summary owns one overall protocol population and its separate protocol cohorts. The form retains stable population and cohort identities when it first saves populations projected from the Recruitment archive. Eligibility, trial arms, Randomization, Statistical analysis populations, and Retention use those identities rather than matching names.

• Set the population name, definition, health status, and representation constraints in Population.
• Keep overall age bounds and planned enrollment in the existing Summary fields.
• Add protocol cohorts through Add cohort. Cohorts have their own definitions, representation constraints, eligibility and indication links, and planned completions.
• Statistical still defines analysis populations; it references protocol cohorts without redefining them.

Operational outreach segments are not automatically converted into protocol cohorts.

Review the archive

When a retained Recruitment record exists, use View recruitment archive in the Trial Summary menu. Its operational planning content, enrollment goals, and version history remain available for review. The archive cannot be edited, restored into a new Recruitment version, or regenerated.

Existing Summary enrollment values are not silently replaced by historical recruitment goals. Review any differing goals in the archive before changing planned enrollment.

Keep focused pages

Retention, Monitoring, and Safety remain separate governed pages. Retention can keep existing links to archived operational segments without promoting those segments into protocol populations.