Set up account level study disinterest and exclusion reasons

You can create templates for site disinterest and exclusion reasons at the account level, and these configured reasons will automatically populate new studies in the order you define in the template. Study administrators can adjust the prepopulated reasons while setting up a new study, and any changes made will not affect the saved account template.

You must have Account disinterest and exclusion configuration permission to complete this task.

1. Click menu in the page header. Then open the Account menu, and click Disinterest and exclusion.
2. If you are viewing the default Exclude from feasibility tab, optionally toggle the Require reasons... on/off switch to the preferred setting. This switch does not apply to the Site not interested tab. If you are viewing the Site not interested tab, optionally toggle the Limit site responses... on/off switch to your preferred setting. This switch does not apply to the Exclude from feasibility tab.
3. To add a custom reason, type the reason in the Exclusion reason or Site disinterest reason field. Click Add.
4. To delete any default or custom reason, click the reason in the list to populate the Exclusion reason or Site disinterest reason field above the list. Click Remove.
5. To reorder the list, grab the handle to the left of any reason, drag the reason up or down the list to the preferred location, then drop the reason in place.
6. At the upper right, click Save.