Protocol Amendments

Amend the protocol. Keep the study moving.

Harbor lets your team draft, test, and release modified study builds (e.g., protocol amendments) without interrupting live data collection. New events follow the amended design, existing data stays tied to the rules that governed it, and exceptions move forward through a reviewable upgrade path.

A Controlled Path for Mid-Study Changes

Harbor keeps the current approved study design running while your team prepares the amendment. Draft the changes, compare them against the active design, test them with UAT, and release them only when the study team is ready.

Prepare the Amendment

Start from the current approved study design and revise eCRFs, visits, edit checks, and source documents in draft while sites continue using the approved version.

Compare and Run UAT

Review what changed against the active design, generate UAT materials, and keep test data separate before the amendment is released.

Apply Changes Prospectively

Once approved, new events follow the amended design. Existing data remains tied to the version, forms, and rules in effect when it was collected.

Move Exceptions Forward

When a partially completed visit or event needs the amended design, Harbor carries matching data forward, shows the original and proposed forms side by side, and preserves the prior-version context for review.

Keep every record tied to the rules that governed it

Harbor keeps collected data attached to the study version, forms, and rules in effect at the time of collection. When a partially completed visit or event needs to move to the amended design, Harbor carries forward matching data without erasing the original context.

Version-bound records

Historical eCRFs are not revalidated against amendment rules that did not exist when sites entered the data.

Matched data carry-forward

When upgrading the same field to an amended design, Harbor carries forward compatible values and file uploads without relying on field label or position.

Review each exception

After the amendment is live, sites can compare the original and proposed forms side by side before moving a specific visit or event to the amended design.

Bring us your messiest amendment.

We'll walk through how Harbor keeps the approved study running while your team prepares the amendment, runs UAT, releases changes prospectively, and handles the visits or events that need to move forward.