About clearing or removing data
Clearing saved data in a form differs from simply removing data from a field. There are differences in behavior and audit tracking, as well as noticeable differences in specific cases.
When you clear a question, it becomes unanswered, with no data associated to it. This can be compared to a reset and is a change that occurs in the backend. When a question's answer is removed by using the Delete or Backspace keys, this can be compared to replacing the answer with an empty string or value. In this case, there is data associated to the question, just that the data is an empty answer.
Required permissions
To clear or remove data, as well as visit dates, you should be assigned with the following permissions:
- The Edit Form Data for Subjects permission lets you clear or remove form data.
- The Edit Visit Dates permission lets you clear visit dates.
Note:
You can only edit or clear visit dates when this action is specifically allowed in your study. Study managers determine which visits site users can edit the visit date for, even after a form has been saved, through the Site Edits Visit Date setting.
Impact on forms and visits
- When you clear or remove a required question, a form's status is set to Incomplete. However, when you clear or remove an optional question, a form's status is not impacted.
- When you update a question that has an open manual query raised against it (either by updating, removing or clearing data), the query's status is updated to Answered. In the case of an automated query, it always depends on the rule logic.
- When a question used in a rule's logic is updated (cleared,
removed, or replaced with a new value), the system processes the change
causing the impacted rules to re-run. The end result depends on how the rule
is configured.
Tip:
You can view the resulting actions in the Answer & Visit History sidebar, each stated as the result of rule execution.
Differences between clearing and removing data
You may get different results depending on if you clear or remove a question's answer. The following table lists the impacts and breaks down the various differences between data clear and data removal:
Case | Clear data | Remove data |
---|---|---|
Reason for change |
|
|
Answer & Visit History sidebar |
Note: All actions performed on a question are listed on the Answer & Visit History sidebar. Even if you clear a question's data, the whole answer history is retained . |
|
Unsaved form questions |
|
|
Verified or signed questions |
|
|
Unlocked questions |
|
|
Unfrozen questions |
|
|
Visit dates |
|
|
Date/Time questions or visit dates used for calculations |
|
|
Clear option availability |
|
|
Parent topic: Enter data and dispense kits