Overview of subject transfers

The InForm subject record transfer feature allows you to transfer subject information from one site to another.

You can transfer subjects one at a time using the InForm user interface, or you can transfer subjects in bulk using the InForm Data Import utility. For more information, see the Utilities Guide.

Use the InForm user interface to transfer subjects who meet any of the following criteria:

• Change permanent address before completing the study.
• Have multiple residences throughout the course of the study.
• Were initially assigned to the wrong site or to an investigator who is no longer with the study.

Use the InForm Data Import utility to transfer several subjects from one site to another. For example, you might need to do a bulk transfer if a site is closed down within the course of a study.

Whether you transfer subjects individually, or in bulk, keep in mind that:

• The InForm application allows you to transfer subjects from one site to another only if the study version at the destination site is the same or greater than the study version at the current site.

  Note: To see what study version is in effect for a site, display its detail page. For more information, see Viewing or modifying site information.

• You can transfer only subjects who are fully enrolled; you cannot transfer a subject who is screened but not enrolled, or a subject who has failed enrollment.