Managing Participants

Onboard study participants and streamline study visits

Deactivating and Activating a Participant

Deactivating a Participant

When a participant ends their participation in the trial, you can deactivate their record to end data collection and stop notifications from being sent to them. Use the following scenarios to determine the action to take:

  1. If the participant is withdrawing or completing the study, populate the Study Withdrawn or Study Complete events. See Withdrawing or Ending Study Participation for a Participant on the Viewing and Updating Events page for more information. Based on the study design, you may be prompted to deactivate the participant or the system will do it automatically.
  2. If the participant is no longer on the trial for some other reason, deactivate the participant.
  3. If the participant record was created in error, deactivate the participant. You cannot remove participant records from Veeva eCOA.

After deactivation, participants can still log in to the app to access study information and in-progress surveys and offline submissions continue to be processed for the participant, but new survey requests and notifications are not sent.

Complete the following steps to deactivate a participant:

  1. View the participant’s details, and at the bottom of the panel, select Deactivate Participant.
  2. Add a Reason for Change, and select Deactivate.

The participant is deactivated.

Activating a Participant

If you need to activate a participant that you previously deactivated, complete the following steps:

  1. View the participant’s details, and at the bottom of the popup box, select Activate Participant.
  2. Add a Reason for Change, and select Activate.

The participant is activated.