Update the status of a contact

You can only change a contact's status at the global level. Every contact status update has impact on the associations that exist between that contact and existing institutions.

When updating a contact's status, you have several options. Typically, you update a contact's status when that contact is no longer required in the studies that it is assigned to. See the significance and impact of each status update below.

Status	Description
Restricted	This status indicates that the contact is associated with an institution but they are not active yet.
Active	This status indicates that the contact is active at the global level and is associated with an institution or more.
Retired	This status indicates that the contact is inactive and can no longer be associated with an institution. Moreover, no institutions are associated with this contact.
Disbarred	This status indicates that the contact no longer has the right to practice their profession, therefore they cannot be a part of the organization anymore. Their associated sites must be transferred, as well.
Deceased	This status indicates that the contact passed away and therefore its associates sites can no longer be associated with them.

1. On the Home page, click Global Settings.
2. Make sure you're on the Contacts tab.
3. On the Contacts tab, select a contact, and click Manage Contacts.
4. From the Manage Contacts drop-down, select Edit.
5. In the Edit Contact dialog, in the Info section, select a new status from the Status drop-down.
6. Click Next.
7. If you chose to set a contact's status to Restricted, Retired, Disbarred, or Deceased, you must transfer any active sites associated with them, as well. For step-by-step instructions, see Deactivate a contact and transfer studies.