Allowed actions based on statuses

Modified on Fri, 25 Apr at 1:30 PM

Learn which functions you can continue to perform for which statuses (subjects vs. studies) and which are blocked.

Legend:

✅ - possible

❌ - not possible

Subject Status

		Status
Module	Action	Dropped	Ineligible	Completed
Data entry	Input form updates	✅	✅	❌
(S)AEs	New (S)AE can be created	✅	✅	✅
	Existing (S)AE can be updated	✅	✅	✅
	Existing (S)AE can be signed	✅	✅	✅
	Existing (S)AE can be locked	✅	✅	✅
Monitoring	Input forms can be signed	✅	✅	✅
	Input forms can be bulk signed	✅	✅	✅
	Input forms can be locked	✅	✅	✅
	Input forms can be bulk locked	✅	✅	✅
	New queries can be set	✅	✅	✅
	The query status can be changes and a new comment can be set	✅	✅	✅
	SDV can be executed	✅	✅	✅
ePROs	ePRO scheduling	scheduling still visible, detailed scheduling says “invitation not sent due to dropped status” (but only at scheduling time)	scheduling still visible, detailed scheduling says “invitation not sent due to ineligible status” (but only at scheduling time)	scheduling still visible, detailed scheduling says “invitation not sent due to completed status” (but only at scheduling time)
ePROs	ePRO can be triggered manually	❌	❌	❌
	ePROs can be updated by subject	❌	❌	❌
eConsent	send eConsent	❌	❌	❌
	sign eConsent	✅	✅	✅
Randomization	Randomize subject	❌	❌	❌
Subject Management	Update assignee	✅	✅	✅
	Update site	✅	✅	✅
	Re-Enrollment	✅	✅	✅
	Archive Subject	✅	✅	✅

Study Status

	Status
Modules	In preparation	Testing	Active	Completed
Input forms	✅	✅	❌	❌
Workflows	✅	✅	❌	❌
Sharing Settings	✅	✅	✅	✅
Trigger Events	✅	✅	❌	❌
Enroll subjects	✅	✅	✅	❌

⭐ With the study status "completed", collaborators with the right to "Enroll a new subject" will continue to see the corresponding button in the Subject Overview. Nevertheless, they cannot create new subject for systemic reasons. They receive the following error message:

If you want to restrict futher rights, please read the following article: How do I set up collaborators and edit their rights? (Step 2.1)

✉️ Still have questions? Please contact your study coordinator.