Understanding data clearing

How clearing data works

First, a site user must be assigned the Edit Form Data for Subjects permission to clear data in a form or to clear visit dates.

Secondly, for a site user to be able to clear a visit's date, the study manager should select the visits for which site users can edit the visit start date after the form has been saved. This setting is called Site Edits Visit Date. For more information, see Specify study, enrollment, and visits settingsSpecify study, visit, limit, and cohort settings.

Lastly, after a site user is assigned the appropriate permission and the study's settings are configured as expected, they can clear data in a form.

Clear data and visit dates	Remove data
When you clear a complete visit's date, that visit's status is updated to Incomplete. Upon re-entering the visit's date, you are not requested to provide a reason for this change.	You cannot remove a visit date's data.
When you clear a visit's date, this does not impact the visit's status, whether it's Unsigned or Unverified.	You cannot remove a visit date's data.
When you clear a verified or signed question, that question becomes unverified or unsigned.	When you remove a verified or signed question, that question becomes unverified or unsigned.
When you clear a visit's date, and that date is used to calculate a subject's age or to determine lab normal ranges, the system's date is used in place of the visit's date to populate the normal ranges.	The same behavior is observed when you remove a visit's date and that particular date is used to calculate a subject's age or to determine lab normal ranges.
You can only clear a question once a user has entered and saved the data for that question.	You can remove a question's answer even though the system didn't save the previous answer.
When you clear a required question, a form's status is set to Incomplete. When you clear an optional question, a form's status is not impacted and it remains the same.	The same behavior is observed when you remove the answer of a required or optional question.
You cannot clear an unfrozen question.	You can always remove data from an unfrozen question.
You can clear an unlocked question.	You can always remove data from an unlocked question.
When a question's answer is cleared, a Cleared action is displayed in that question's answer history.	When a question's answer is removed, a Value Removed action is displayed in that question's answer history.
When you clear a question and attempt to answer that question again, a reason for this change is not required.	You must provide a reason for your change, whether you remove a question's answer or you answer it again (after previously removing the answer).
Once you clear a question, the Clear option is no longer displayed.	Even though you may remove data from a question (by using the Delete or Backspace keys), the Clear option is still displayed.

How clearing data may impact integrations

If you're an integration manager working with Oracle Clinical One Digital Gateway, clearing data in a form only impacts the following integrations:

For an integration between Oracle Clinical One Platform and Oracle InForm, upon data being cleared in Oracle Clinical One Platform, a clear data action is issued in Oracle InForm along with the specified reason for change.
For an integration between Oracle Clinical One Platform and any other third-party electronic data capture system, upon data being cleared in Oracle Clinical One Platform, a null value is sent through Oracle Clinical One Digital Gateway to the third-party system.
For an integration between Oracle Clinical One Platform and Oracle Central Coding, when a site user clears a Verbatim or coding context item (Route of Administration or Indication) Oracle Central Coding operates as though a user has removed or updated the value in that field. The update is properly reflected in Oracle Central Coding and the new data that is entered for a Verbatim, Route of Administration, or Indication is coded as new data.

For more information, reach out to your Oracle Project Manager.

How clearing data may impact custom rules

If you're a rule designer working with custom JavaScript rules, consider the following:

If a site user clears a question that is included in a custom rule, the rule behaves as though the use removed the data from the question by using the Delete or Backspace keys.

Note:
This is applicable to all types of custom rules, whether they are calculated values, automated queries, notification rules, and other types.
If a site user clears a question that has an open manual query raised against it, the query's status is updated to Answered.
For any other type of custom rule, when one of its variables or the target field is cleared by a site user, you should re-run the rule in the system. The end result of re-running a custom rule depends on the logic you set up for that rule, initially.

How clearing data may impact reports and data extracts

The Subject Data Extract does not include records of cleared forms (where all questions in a form are cleared).
Once data in a form is frozen, that form is included in the Subject Data Extract, even if the data is removed from a question in a form (by using the Delete or Backspace keys).