Transfer active contacts

Global users with the Manage Contacts and Organizations role can transfer contacts which are associated with active studies.

1. On the Home page, click Global Settings.
2. At the top of the settings panel, navigate to the Contacts tab.
3. Using the check boxes on the left, select the contact you wish to transfer.

   Note:

   Contacts which are associated with active studies can only be transferred one at a time.
4. Click Manage Contacts and select Manage Study Sites.
5. You will be prompted to choose one of the following options:
   • Retire all: retires all active sites associated with the contact.
   • Transfer all to one: all active sites associated with the contact are transferred to a new study.
   • Select for each: allows you to select what happens to each site associated with the contact.
6. Select Confirm.