Specifying site output for transferred subjects

The subject record transfer feature of the InForm application allows you to transfer a subject's information from one site to another. When a subject is transferred, the InForm application transfers the subject data that is associated with the originating site to the destination site. For more information, see How the CRF Submit software handles data for transferred subjects.

To determine which sites display data for transferred subjects:

1. On the Monitor page, click Create Work Order.
2. Specify the work order options. For more information, see Creating a work order.
3. Click Next.
4. On the Work Order Types page, select Custom PDF with Subject Data and Optional Blank Forms.
5. Click Next.
6. On the Custom PDF with Subject Data and Optional Blank Forms page, select the options to apply to the custom work order. For more information, see the page-level help.
7. In the Study Content to Include section, select or deselect the Transferred Subjects in Current Site Only checkbox.
   • Selected—Data for only the subjects who are currently associated with a site appears in the PDF output for that site.
   • Unselected—The PDF for a site lists data for every subject that was ever associated with that site.

     Note: The data in the PDF for every previous site to which the subject was associated represents a snapshot of the subject data at the moment the subject was most recently transferred from that site. This ensures that the originating site does not receive confidential subject data that was entered at a more recent site. The destination (current) site for the subject contains complete data for the subject.

8. In the Additional Content section, specify whether or not to generate an index.
9. Click Next to display the Confirm Work Order Settings page.
10. Click Submit Work Order.

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