Overview

This page describes how to remove a subject from a project.

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.

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
1. Click on a column heading to sort by that column
2. Click on a column heading a second time to reverse sort by that column
3. An up or down arrow next to a column heading will indicate that the list is sorted by that column, a down arrow indicates an ascending sort and an up arrow indicates a descending sort
4. 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 From Project toolbar button
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

These steps will only remove the subject from the applicable project. If the subject is not enrolled in any other project, follow the steps to Delete a Subject to delete the subject from Studytrax.

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