Table of Contents
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Notes
Overview
This page describes how to remove a subject from a project.
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Removing a subject from a project will delete their audit trail history and allow them to be deleted from the database if they are not enrolled in any other studies. |
Required Role(s)
- Project Management
Condition(s) and Steps
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Required Role(s)
- Project Management
Steps
If test subjects are being deleted and the project is in Test Mode, delete subjects using Bulk Data Tools to clear out the audit trail.
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Be very careful when removing subjects from a project as the step is not recoverable. |
From the Subject Overview Page
- Go to the Subject Overview page for the subject to be removed
- Verify the project name is the project from which the subject is to be removed
- Open the Sidebar
- Click Remove From Project
- Do not proceed if you do not understand the data loss warning
- Confirm the Reference ID of the subject to be removed
- If Change Reason is enabled in the project, enter the Change Reason
- Click Remove
From the Project Overview Page
- Click Projects in the main menu
- Click on the project name
- Click the Data Management toolbar button
- Select the Subjects tab in the left panel
- Locate the subject that is to be removed
- Click on a column heading to sort by that column
- Click on a column heading a second time to reverse sort by that column
- An up or down arrow next to a column heading will indicate that the list is sorted by that column, a down arrow indicates a sort from a to z and a an ascending sort and an up arrow indicates a descending sort from z to a
- Use the paging at the bottom of the page to scroll through the list
- Click on the appropriate subject's Reference ID
- Click on the Remove Subject from From Project toolbar button
- After selecting the delete icon for a subject you will be given a message to verify you want to remove Do not proceed if you do not understand the data loss warning
- Click OK if you understand the data loss warning and want to proceed with removing the subject from the project
IMPORTANT:
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Tip |
These steps will only remove the subject from the applicable project |
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. If the subject is not enrolled in any other project, follow the steps to Delete a Subject to |
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delete the subject from |
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Studytrax. |