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Activate/Inactivate study staff member

When you add a new staff member, that member is active by default. However, there may be cases when this staff member needs to be deactivated. For example, the staff member is no longer working at the designated site or moved to another country to conduct the study there.

Important

You cannot activate and deactivate staff members via the substudy, these options are only available for the master study staff list.

To activate or inactivate a study staff member

  1. Access the study management page in one of the following ways:

    • In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.

      Accessing study management from dashboard
      Figure 1. Accessing study management from dashboard

    • In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.

      Accessing study management from study data list
      Figure 2. Accessing study management from study data list

  2. From the left pane of the study page that opens, select Study Details > Staff.

    Accessing study staff
    Figure 3. Accessing study staff

  3. In the Staff List table, do one of the following:

    • Next to the active staff member, select Inactivate inactivate_icon.png to deactivate the user.

    • Next to inactive staff member, select Activate activate_icon.png to reactivate the user.

    Activating or inactivating staff member
    Figure 4. Activating or inactivating staff member

  4. In the Reason dialog that appears, enter the reason for inactivating or activating the staff member. Then, select SAVE.

    Entering reason for inactivating staff member
    Figure 5. Entering reason for inactivating staff member

Once done, a staff member is deactivated or activated.

In this section:

An individual component of a master study protocol with its specific objectives, such as evaluating a product, dose, or subject category. Substudy inherits the core structure and governance from the master one but has its own endpoints.

An overarching clinical trial protocol designed to achieve clinical trial objectives under a unified framework. This approach simplifies clinical development by introducing multiple substudies to operate under the same regulatory and operational entity.