Editability Reference

Version 1.0 Updated: March 4, 2026 Audience: Study Administrators & Clinical Operations Teams

1. General Settings

Core study identification fields and configuration.

Setting	Field	Type	After Creation	Notes
Study Name	`name`	Text	Editable	Required field
Study Identifier	`identifier`	Text	Editable	Optional identifier code
Domain	`domain`	Text	Editable	Auto-generated from name. Format: `https://{domain}.talosix.com`
Logo URL	`logoUrl`	Text	Editable
Start Date	`startDate`	Date	Editable	Required
Contract End Date	`endDate`	Date	Editable	Changing after creation requires e-signature
Locale	`locale`	Dropdown	Editable
Target Enrollment Level	`enrollmentTargetType`	Dropdown	Conditional	Locked after patient added
Target Enrollment Count	`targetEnrollmentCount`	Number	Editable	Required
Target Site Count	`targetSiteCount`	Number	Editable	Required
Data Retention Period	`dataRetentionPeriod`	Number	Editable
Data Retention Unit	`dataRetentionUnit`	Dropdown	Editable
Live Toggle	`hidden` (inverted)	Toggle	Editable	Requires special permission; visible for LIVE studies only
Notes	`notes`	Textarea	Editable

2. Site Settings

Site-level configuration for delegation, protocol review, data management, and cohort assignment.

Setting	Field	Type	After Creation	Notes
Site Settings (sub-page)	—	Link	Editable	Opens detailed site config. Disabled during creation.
Delegation of Authority Log	`enableDelegationOfAuthorityLog`	Toggle	Editable
Protocol Review Log	`enableProtocolReviewLog`	Toggle	Editable
Site Data Management	`enableSiteDataManagement`	Toggle	Editable
Site Cohort Assignment	`enableSiteCohortAssignment`	Toggle	Editable
Target Enrollment Count	`targetEnrollmentCount`	Number	Editable	Default = 0 (shown as "N/A"). 0 = no limit.
Enable AI Scribe	`settings.enableAIScribe`	Toggle	Editable	Disabled by default — must be enabled per study.
Data Use Permission	`dataUsePermission`	Toggle	Editable	Disabled by default. Controls whether a permission type is assigned.
↳ Aggregated, Deidentified Data	`dataUsePermissionType = "Aggregated"`	Enum Option	Editable	Only applicable when Data Use Permission = true.
↳ Non-Aggregated, Deidentified Data	`dataUsePermissionType = "NonAggregated"`	Enum Option	Editable	Only applicable when Data Use Permission = true.
↳ No Permission	`dataUsePermission = false`	—	Editable	Default state — permission is off unless explicitly enabled.
Data Retention Period	`dataRetentionPeriod`	Number	Editable	Default = 0. If unset, system falls back to 7 years internally.
Retention Unit	`dataRetentionUnit`	Dropdown	Editable	Default = "Month"
Date Activated	`startDate`	Date	Editable
Status	`registryStatusId / status`	Enum	Editable
Enable Cohort/Treatment Assignment	`enableSiteCohortAssignment`	Toggle	Editable	Disabled by default. Allows site to assign patients to specific cohorts/treatments.

3. Data Security Features

Security, authentication, and data protection settings.

Setting	Field	Type	After Creation	Notes
De-identification	`enableMask`	Toggle	Editable
Responders Authentication	`enableResponderAuthentication`	Toggle	Editable
Verify Authentication Method	`enableVerifyAuthenticationMethod`	Toggle	Editable	Controls whether survey users can input new auth methods
MFA For Study Access	`enableMFA`	Toggle	Conditional	Editable in Test Environment. Locked once study goes live. Requires MFA for all users.
Database Lock (sub-page)	—	Link	Editable	Opens database lock configuration

⚠ ImportantEnable MFA For Study Accessis the only setting that locks specifically when a study transitions to live status. All other locked settings lock at the point of initial creation.

4. Patient Management Features

Patient identification, enrollment, screening, randomization, and management view settings.

Setting	Field	Type	After Creation	Notes
Informed Consent	`enableEConsent`	Toggle	Editable	Has detailed sub-settings page
Screening	`workflow.screening`	Toggle	Editable	Auto-opens Screening Settings when enabled
Randomization	`enableRandomization`	Toggle	Post-Creation Only	Auto-assigns patients to cohorts.
Patient Management View	`enablePatientManagementView`	Toggle	Permanently Locked	Not applicable for studies using Physician Survey Module (eCOA)
Hide Patient Schedule	`hidePatientSchedule`	Toggle	Editable	Only visible if Patient Management View is enabled
Unique Patient ID Level	`uniquePatientIdLevel`	Radio	Editable	Study-level or Site-level
Auto-Generate Patient IDs	`autoPatientIds.enabled`	Toggle	Conditional	Conditionally locked unless admin override. Has sub-settings.

🔒 Critical — Permanent LockEnable Patient Management Viewcannot be changed after the study is saved for the first time. The interface states: "This setting is unchangeable after study created." Plan accordingly.

5. Study Event Features

Clinical study event tracking including adverse events, medications, protocol deviations, and disposition.

Setting	Field	Type	After Creation	Notes
Adverse Event	`enableAdverseEvent`	Toggle	Editable	Has detailed AE sub-settings page
Concomitant Medication	`enableConcomitantMedication`	Toggle	Editable
Protocol Deviation	`enableProtocolDeviation`	Toggle	Editable
Patient Disposition	`enablePatientDisposition`	Toggle	Conditional	Conditionally locked unless admin override permission

6. AI Features

AI-powered capabilities for patient identification, scribe functionality, and eCRF generation.

Setting	Field	Type	After Creation	Notes
AI Feature	`enableAiFeature`	Toggle	Editable	Also gated by `AI_PATIENT_ID` feature flag
Auto-add to Review Queue	`autoAddPatientInReviewQueue`	Toggle	Editable	Admin-only. Nested under AI Feature.
Disable Add in Records	`disableAddPatientInManageRecord`	Toggle	Editable	Admin-only. Nested under AI Feature.
AI Scribe	`enableAIScribe`	Toggle	Editable	Requires `AI_SCRIBE` feature flag
eCRF Wizard	`enableECrfWizard`	Toggle	Editable	Requires `ECRF_WIZARD` feature flag

7. Data Collection & Analysis Features

Survey, physician eligibility, data import, RTSM, EAC, and medical coding settings.

Setting	Field	Type	After Creation	Notes
Dashboard Access (sub-page)	`disabledDashboardRoles`	Link	Editable	Manage which roles can access the dashboard
Physician Survey	`enablePhysicianEligibility`	Toggle	Post-Creation Only	Has Physician Portal sub-page.
RTSM	`enableRTSM`	Toggle	Post-Creation Only	Requires `RTSM` feature flag.
EAC	`enableEAC`	Toggle	Editable	Requires `EAC` feature flag. Has sub-settings page.
Medical Coding Support	`enableMedicalCoding`	Toggle	Editable	Different UI for new vs existing studies

8. Auto Query Settings

Automatic query generation and review configuration.

Setting	Field	Type	After Creation	Notes
Generate Query For Warning	`generateQueryForWarning`	Toggle	Editable	Auto-generates queries when validations produce warnings
Query Review Mode	`queryReviewMode`	Toggle	Editable	All queries must be manually reviewed before creation
Auto Query Assignees	`assigneeSettings`	Complex	Editable	Configure default assignees per module

9. Other Settings

Miscellaneous visibility and behavior toggles.

Setting	Field	Type	After Creation	Notes
Large File Upload	`enableLargeFileUpload`	Toggle	Editable
Add Form	`enableAddForm`	Toggle	Editable
Cohort/Treatment Date Only	`treatmentDateOnly`	Toggle	Editable
Hide Cohort/Treatment Date	`hideTreatmentDate`	Toggle	Editable
Ignore PEF Status	`ignorePEFStatus`	Toggle	Editable
Hide Home Feature	`hideHome`	Toggle	Editable	Role-restricted for certain registries
Hide Analytics Feature	`hideAnalytics`	Toggle	Editable
Hide Data Export Feature	`hideDataExport`	Toggle	Editable
Hide Dicom	`hideDicom`	Toggle	Editable
Hide Physician	`hidePhysician`	Toggle	Editable
Hide Documents	`hideDocuments`	Toggle	Editable
Disable Reassign Query	`disableReassignQuery`	Toggle	Editable

Quick Reference: Locked Settings

Settings Locked Permanently After Creation

These settings cannot be changed once the study is first saved. Choose carefully during initial setup.

Setting	Lock Type	Override?
Patient Management View	Permanent	No — never editable after creation. Not applicable for studies using Physician Survey Module (eCOA).
Survey (legacy)	Conditional	Admin with special permission can override
Enrollment Target Level	Conditional	Admin with special permission can override
Auto-Generate Patient IDs	Conditional	Admin with special permission can override
Patient Disposition	Conditional	Admin with special permission can override

Settings Only Available After Creation

These are disabled during initial study setup and become editable only after the study is saved.

Setting	Reason
Randomization	Requires a saved study to configure cohorts
Physician Survey	Requires a saved study for portal configuration
RTSM	Requires a saved study for RTSM setup

Settings Locked When Study Goes Live

Setting	Impact
MFA For Study Access	Cannot toggle MFA requirement once the study is live

Sub-Settings Pages (Drill-Down)

Many settings have a Settings button that opens a detailed configuration page. The table below summarizes each sub-page and its availability during creation.

Sub-Page	Parent Toggle	During Creation
Site Settings	Always on	Needs sites added before specific settings can be modified
Screening	Enable Screening	Available
Randomization	Enable Randomization	Toggle disabled
Informed Consent	Enable Informed Consent	Available
Survey	Enable Survey	Post-Creation
Dashboard Access	Always on	Available
Physician Portal	Enable Physician Survey	Toggle disabled
Contact	Enable Survey V2	Post-Creation
Data Import	Data Ingestion	Post-Creation
Adverse Event	Enable Adverse Event	Available
Database Lock	Always on	Available
RTSM	Enable RTSM	Toggle disabled
EAC	Enable EAC	Post-Creation
Medical Coding	Enable Medical Coding	Available
Auto-Generate Patient IDs	Auto-Generate toggle	Available