Other enhancements

Transfer active contacts and organizations between studies

Sponsor users can now transfer contacts and organizations (such as institutions, labs, or depots) with an Active status between studies without retiring them.

Previously, organizations and contacts had to be retired before users could transfer them to other studies.

Perform a visit edit to reflect its latest status update

Note:

While the behavior described in the section below is not an enhancement, we recommend you follow these guidelines if a visit's status in your study is not updated appropriately after the upgrade to the 23.3 release.

Prior to the 23.3 upgrade, if you created a form that contained hidden and classified questions, and then proceeded to assign that form to a visit in your live study version, you may have noticed that the visit's status remained as Complete after the 23.3 upgrade.

As a site user, when you navigate to that visit and the hidden and classified questions remain unanswered in the newly added form, the status of that visit should automatically update to Incomplete. However, this doesn't happen until you edit a field in the visit or the form. We recommend you perform an edit that doesn't affect your subject's data to accurately reflect the status of that visit.