Set up study disinterest and exclusion reasons

Manage the list of available site study disinterest and site exclusion reasons shown in Oracle Site Select and site portal. Depending on the study, you can use the template reasons defined at the account level, use default reasons, add new reasons, reorder the reasons list, and delete reasons that don't apply.

You must have a user role with Study Setup Management permission to complete this task.

1. Select the study from the study drop-down list in the page header.
2. Click menu in the page header. Then open the Setup menu, and click Manage reasons for study exclusion/disinterest.
3. If you are viewing the default Exclude from feasibility tab, optionally toggle the Require reasons when sites are moved... on/off switch to the preferred setting for this study. This switch does not apply to the Site not interested tab.
4. For both tabs: review the default list of reasons, and then:
   1. To add a new reason, enter the reason text in the Add new reason field (100 character max) and click Add.
   2. To delete any default reason, select any reason from the list to populate the reason field. Click Remove.
   3. 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.
   4. To discard all changes, click Restore default reasons.
5. At the upper right, click Done.