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Subject transfer FAQs
Which subjects can be transferred?
Only subjects who are fully enrolled can be transferred to another site. Subjects who are screened but not enrolled, or have failed enrollment, can't be transferred.
Can I transfer more than one subject at a time?
Yes, but to transfer more than one subject at a time, you have to use the InForm Data Import utility.
Can I transfer a subject with outstanding queries, outstanding required signatures, or forms that are not source verified?
Yes.
Why did my subject transfer fail?
You may not be able to transfer a subject if:
- The study requires the combination of the subject's date of birth and initials to be unique within each site, and the subject you are transferring has the same combination as another subject at the destination site. To resolve this issue, an administrator must configure the study or destination site to allow duplicate combinations of subject date of birth and initials.
- The study version for the destination site is lower than the study version at your site. You can only transfer a subject to a site that uses the same or a greater study version than the one at the original site.
- The workflow rules and global conditions fail. These rules and conditions determine the forms and visits that are visible in the study. Contact Oracle Support for help determining the cause.
Can I still see subject data if I transfer a subject?
Yes. For all transferred subjects, you can see:
- Subject transfer audit history—Shows audit trail data such as the date and time of the transfer and the originating and destination site for each subject transfer.
- Subject transfer archive—An XML archive of the subject history up to and including the transfer.
The subject transfer archive is organized in the same order as the forms in the case report book. The links at the top of the archive navigate to a specific form, and the links within each form navigate to details about the audit history of items, comments, and signatures.
In forms with repeating data, links lead from the summary view to the details about each set of repeating data.
