26.2.9 Release Date: August 12, 2026

Add an Investigator to a Candidate from the Candidates tab

You can now add an investigator to a candidate from the Candidates tab. The list of available investigators comes from the study's site team and includes principal investigators and investigators. Once assigned the investigator displays in the new Investigator column on the Candidates page. To add an investigator to an existing candidate:

1. From the Candidates tab of a study, click on the candidate's name.

2. To assign an investigator, click the Investigator dropdown and choose the investigator.

3. Save your changes in the bottom right by clicking Save Candidate. The investigator is now associated with the candidate and displays on the Candidates tab.

Navigate a budget from the top of the billing grid

You can now scroll left and right on a budget, even if you are at the top of the budget grid, making it easier to move through budgets with many activities. Before, you could only scroll at the bottom of a grid.

Participants’ Off-study reason now displays in custom reports

A participants’ reason for being off-study is now available as a new field for custom reports in Insights. Off-study reasons include: Deceased, Withdrawn Consent, Lost to Follow-Up, Transferred Out, Premature Termination, Suspension of the Clinical Trial, and Investigator Decision.