Moving Subject(s) To A Different Cohort or Site

Instructions for Moving Subject(s) From one Cohort or Site to Another


 

Visit cohorts are used when there are varying visit schedules on which subjects can exist. For example, some subjects may need a 6-month follow-up visit, but another cohort of subjects does not and only has 1-year, 2-year, etc.

Manually Move an Individual Subject's Cohort

Prerequisites:

The study is enabled for cohorts by a study Administrator (study functionality)

User has access to subject record management > Switch Cohorts

Web Browser: 

  1. From the Subject Manager, tap Edit
  2. Change cohorts for any subject in the list
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Mobile App:

  1. Tapping on the calendar icon opens up the cohort manager for the subject
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 2.  Tap on the cohort to move the subject to (noted in the top left corner of the window)
 
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Moving Subjects Between Cohorts In Batches

Prerequisite: 

  • The study is enabled for cohorts by a study Administrator (study functionality)
  • User has access to subject record management > Switch Cohorts
  • Access to configure scheduled visits

Web Browser: 

Open the scheduled visit configuration

Once Selected Subjects are picked, users can choose

  1. Cohort to copy
  2. Site
  3. Target cohort
  4. Which subjects need to be moved
  5. Don't forget to select Update to run the batch move

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Move Subject(s) Between Sites

Prerequisite: User has access to Study Configuration > Configure Sites and Users

To move a subject or group of subjects from one site to another, use the button found in the Subject Manager as shown below.

Web Browser:

From the popup window, select a source and destination site, followed by the subject(s) that need to be moved. 

Once the move is complete, the registration form on those subjects will be flagged for change reason. That flag will need to be addressed by the user who performed the action.