Retire a depot at a global level

When you retire a vendor at the global level, you need to first make sure the organization is not used in an active study. If the organization is used in an active study, the system guides you to transfer the associated vendors (depots, labs) to other contacts and institutions.

If you choose to transfer a vendor to another contact, you must select a contact to associate it to from the newly displayed drop-down.

Tip:

Do you want to retire a depot only for a specific study? For step-by-step instructions, see Retire a depot at the study level.

1. On the Home page, click Global Settings.
2. On the Organizations tab, select the institution that you want to retire.
3. Click Manage Organizations and select Edit Organization.
4. In the Edit Organization: Vendor dialog, click Status.
5. From the Status drop-down, select Retired and click Next.
   A Transfer Organization dialog is displayed. The dialog indicates if there are active depots associated with this vendor and that all active depots must be transferred or retired to change the status of this vendor.
6. In the dialog, select any of the following options on what to do with the active vendors associated with the vendor that you want to retire:
   • Retire all: selecting this option effectively retires all vendors or other institutions associated with this vendor.
   • Transfer all to one: Upon selecting this option, a drop-down appears. From the drop-down, select which contact you want to transfer the active vendors or institutions to.
   • Select for each: Upon selecting this option, a table appears. From the table, for each of the displayed depots, select either Retire to retire the institution or vendor or Transfer to transfer the institution or vendor to another contact. You can also select No Change if you wish to not do anything with a specific depot.
7. Click Confirm.