Transferring a subject

1. Click Sites.

   The Sites page appears.

2. Identify the current site for the subject that you want to transfer.
3. In the Subjects column for that site, click Transfer.

   The Subject List for Site page appears.

4. In the Action column for the subject you want to move, click Transfer.

   The Subject Record Transfer page appears.

5. Read and understand the information in the following sections of the page:
   • Subject Record Transfer Affidavit—This section is customized for your study. It provides guidance on the responsibility of the administrative user regarding moving a subject from one site to another.
   • Subject Status—This section makes you aware of any of the following: missing required signatures, queries that are not closed, or forms that require source verification.

   After reading these sections of the page, you can choose to continue with the subject transfer, or to cancel. If you choose to continue, you are assuming responsibility for the subject transfer as described in the affidavit.

6. Complete the fields in the Enter Subject Record Transfer Information section of the page using the descriptions in Subject Record Transfer page.
7. Click Submit, and then click OK to confirm the transfer.
   • The InForm application checks the study versions at the current and destination sites:
     • If the current site is at a lower study version than the destination site—The InForm application prompts you to confirm the transfer by resubmitting it.
     • If the current site is at a higher study version than the destination site—You cannot complete the transfer.
   • The InForm application checks to ensure there is no conflict with the subject number at the destination site:
     • If the InForm application finds no conflict at the destination site—The transfer completes.
     • If the InForm application finds a duplicate subject number at the destination site—The transfer stops until you resolve the subject number conflict, as duplicate subject numbers at a site are not permitted in subject record transfers. The Subject Record Transfer page displays again, allowing you to edit the subject number and resubmit the transaction.

   The Subject Transfer Status page appears. For a description of the fields on this page, see Subject Transfer Status page. The Subject Transfer Status page provides the status of the subject transfer archive process. The page displays until the transfer completes.