Modifying enrollments

Participant enrollments can be modified or removed after they are created on the Specimen Management page.

Before you begin

  • If removing an enrollment from a participant, the enrollment must not have any associated visits.
  • If you accidentally added a visit and specimens to the enrollment in error and you want to preserve them, co-enroll the specimen(s) in another enrollment first so that the erroneous enrollment can be removed.

About this task

The only property of an enrollment is the associated ID2. If the incorrect ID2 was selected when the enrollment was created, you can change it. Doing so will add the participant to a new enrollment, not change the existing. For example, if a participant is currently assigned an ID2 of STUDY3, and you change it to STUDY4, this change will only affect this participant, not all participants in STUDY3. If the enrollment was added in error, it can be deleted instead.
Note: Enrollments can also be modified using Quick Add.

Procedure

  1. In the LDMS menu bar, click Specimen Management.
  2. Find the participant with the enrollment to be modified.
    Use filters from the left side of the screen to narrow down the participants that are displayed.
  3. Select the ID2 from the [ID2] box.
    The label for the [ID2] box will depend on the project. Common labels are “study” and “protocol”.
  4. To modify the enrollment:
    1. Click Edit [ID2], where “[Protocol]” is the appropriate label for the project.
    2. Modify the enrollment as needed.
    3. Click Save.
  5. To remove the enrollment:
    1. From the Edit [ID2] menu, click Delete [ID2].

      Figure: The Edit Study menu. In this image, ID2 is “Study”


      Screen image: The edit study menu
    2. Click Delete.