Retire a site at a global level

When you retire an organization (a site) 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 site 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 site only for a specific study? For step-by-step instructions, see Retire a site at a 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.

   Note:

   If you want to retire a site at the global level, you can also click Manage Study Sites. The Transfer Organization dialog appears and you can choose whether to retire the site or cancel.
4. In the Edit Organization: Institution 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 sites associated with this institution.
6. In the dialog, select any of the following options on what to do with the active institutions or vendors associated with the site that you want to retire:
   • Retire all: selecting this option effectively retires all vendors or other institutions associated with this site.
   • 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 sites, 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 site.
7. Click Confirm.