> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userintuition.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> Learn how to view, edit, or delete your study after launch. Understand the implications of making changes to an active study.

# Editing & Deleting Studies

After launching a study, you can view its configuration, make edits, or delete it if needed. This guide covers study management actions available from the dashboard.

***

## Accessing Study Management

From your Study Dashboard:

1. Click the **Actions** button in the top-right corner of the header
2. Select from the available options:
   * View Study
   * Edit Study
   * Delete Study

***

## View Study

View the complete configuration of your study without making changes.

### What You'll See

The View Study screen displays:

* **Study Type:** The research template you selected
* **Study Name:** The name you assigned
* **Research Plan:** Full objectives, questions, and conversation flow
* **Interviewer Settings:** Voice and mode configuration

### When to Use

* **Stakeholder reviews:** Share the study design with team members
* **Quality checks:** Verify the configuration before heavy recruitment
* **Documentation:** Reference the original research plan during analysis

***

## Edit Study

Modify your study's configuration by returning to the setup flow.

### How to Edit

<Steps>
  <Step title="Open Actions menu">
    Click **Actions** → **Edit Study**
  </Step>

  <Step title="Navigate to the step">
    You're taken back to the study setup flow
  </Step>

  <Step title="Make changes">
    Navigate to the step you want to modify and make your changes
  </Step>

  <Step title="Save">
    Proceed through the remaining steps and save
  </Step>
</Steps>

### What You Can Edit

| Element           | Editable? | Notes                                    |
| ----------------- | --------- | ---------------------------------------- |
| Study Name        | Yes       | Change anytime                           |
| Research Plan     | Yes       | Objectives, questions, conversation flow |
| Interviewer Voice | Yes       | Switch between Elliot and Clara          |
| Interview Mode    | Yes       | Switch between Chat, Audio, Video        |
| Study Type        | No        | Requires creating a new study            |

### Important Considerations

<Warning>
  **We strongly discourage editing studies after participants have started completing interviews.**
</Warning>

**Why avoid mid-study edits:**

* **Comparability:** Changing questions mid-study means earlier and later responses aren't directly comparable
* **Analysis integrity:** Reports assume consistent methodology across all interviews
* **Pattern validity:** Emerging patterns may be artifacts of methodology changes, not real trends

**If you must edit after launch:**

1. Note the date/time of changes
2. Consider segmenting analysis (before vs. after changes)
3. Be transparent in reporting about methodology changes

**When it's safe to edit:**

* Before any real participants have completed interviews (test interviews don't count)
* When fixing clear errors that would invalidate responses anyway
* When you're essentially starting fresh with new participants

### Alternative to Editing

If significant changes are needed after collecting responses, consider:

1. **Complete the current study** with existing methodology
2. **Create a new study** with the updated design
3. **Compare results** across both studies if relevant

This preserves the integrity of both data sets.

***

## Delete Study

Permanently remove a study and all associated data.

### How to Delete

<Steps>
  <Step title="Open Actions menu">
    Click **Actions** → **Delete Study**
  </Step>

  <Step title="Read the warning">
    A confirmation dialog will appear with warnings
  </Step>

  <Step title="Confirm deletion">
    If you're certain, confirm the deletion
  </Step>
</Steps>

### What Gets Deleted

Deleting a study permanently removes:

* ❌ Study configuration and research plan
* ❌ All participant invitations
* ❌ All completed interviews and transcripts
* ❌ All generated reports
* ❌ All associated audio recordings

<Warning>
  **Danger Zone:** Deleted studies cannot be recovered. This action is permanent and irreversible.
</Warning>

### Before Deleting

Ensure you have:

* Exported any needed transcripts or reports
* Saved any quotes or insights you want to keep
* Confirmed with stakeholders that the data is no longer needed

### When to Delete

Appropriate reasons to delete a study:

* Test or practice study that's no longer needed
* Duplicate study created by accident
* Study with flawed methodology that produced unusable data
* Data retention compliance requirements

### Alternatives to Deletion

If you want to stop a study but keep the data:

* **Stop invitations:** Delete pending invites to prevent new responses
* **Archive (if available):** Move to archived status rather than deleting
* **Export first:** Download all data before deleting

***

## Study Lifecycle Best Practices

### Pre-Launch

1. **Test thoroughly:** Use the Test Conversation feature before inviting real participants
2. **Review with stakeholders:** Share the study configuration for feedback
3. **Start small:** Invite a few participants first to validate the experience

### Active Collection

1. **Monitor regularly:** Check the dashboard for new responses
2. **Review early calls:** Listen to the first few interviews to catch issues
3. **Avoid edits:** Resist the urge to tweak mid-study

### Post-Collection

1. **Review all responses:** Go through calls and transcripts systematically
2. **Generate reports:** Create analysis once collection is complete
3. **Export data:** Archive transcripts and reports for future reference
4. **Document learnings:** Note what worked well for future studies

***

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Can I pause a study temporarily?">
    There's no formal pause feature. To effectively pause, stop sending new invitations. Existing links will still work if participants have them. Contact support for options to temporarily disable links.
  </Accordion>

  <Accordion title="Can I duplicate a study?">
    Yes. Duplicating creates a new study with the same configuration, which you can then modify. Look for the duplicate option in the dashboard.
  </Accordion>

  <Accordion title="What happens to participants if I edit a study?">
    Participants who already completed interviews are unaffected. Participants who haven't started will see the updated version. Participants mid-interview may experience inconsistencies (avoid this scenario).
  </Accordion>

  <Accordion title="Can I transfer a study to another user?">
    Contact support for study ownership transfer options.
  </Accordion>

  <Accordion title="How do I know when a study is complete?">
    A study is complete when you've reached your target number of responses, you've achieved saturation (new interviews reveal no new insights), or your timeline requires moving to analysis.
  </Accordion>

  <Accordion title="Can I reopen a deleted study?">
    No. Deletion is permanent. Always export data before deleting if there's any chance you'll need it later.
  </Accordion>
</AccordionGroup>