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Requesting a visit rollback

A rollback restores the information gathered during a visit to a previous state. For more information, see The visit rollback process.

Before you begin the rollback process, make sure you know which past visit you want to restore.

Note: You cannot roll back a screening visit.

A rollback might require approval. The subject's record is locked (Locked subject) until the approver makes a decision, and you cannot give the drug units to the subject until approval is received.

  1. Click Subjects (Subjects tab (main menu)).
  2. On the left, click Subject Transactions.
  3. Find the subject in the list.
  4. Click More detail icon - click to expand the form to the left of the subject number, or select the row with the subject you want to view.
  5. Select the Visit Name for the date of the last visit.

    Reminder: If you want to roll back more than one visit, you must do so a visit at a time. So you always need to choose the previous visit for the rollback.

  6. Review the information on this page to verify that you are rolling back the correct visit.
  7. Click Rollback Visit.
  8. In the Reason for Rollback Request textbox, type the reason you are requesting the rollback.
  9. From the calendar, select the Need by Date.
  10. For each Supply Unit that was provided to the subject, verify that the drug unit did not leave the site (if the rollback allows the drug status to be rolled back).
  11. Click Submit.
  12. (optional) If you need to roll back to an earlier visit, begin again with step 1.
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