Viewing the History of Contacts at Sites

If you change the value in the Role field for a site contact to assign a new role to the contact, then the contact record with the prior Role field value is automatically moved to the History view for the site contact. However, if you change the value in another field for a site contact, then the contact record with the prior field value is not automatically moved to this History view.

When you archive an inactive contact record, the record from the Current view for site contacts is automatically moved to the History view for site contacts.

To view the history of contacts at a site

  1. Navigate to the Site Management screen, then the Protocol Site List view.

  2. In the Protocol Site list, drill down on the site number field of the site for which you want to view the history of contacts.

  3. Navigate to the Contacts view.

    The Current list of contacts for the site appears.

  4. Navigate to the History view to see the history of contacts.

    Some fields are described in the following table.

    Field

    Comments

    Start Date

    Displays the date that the contact record is effective.

    End Date

    Displays the date that the contact record is archived.