SiteVault Administration

Learn how manage users and records as a SiteVault administrator

Edit Study Assignment Status

Who can complete this task?
  • Administrators

Complete the steps below to update an existing monitor or external user’s Study Assignment status.

From the Studies tab:

  1. Open the study record.
  2. Select Monitors & Auditors.
  3. Select the user from the User column.
  4. Change the status using one of the following tools:
    • Lifecycle State button located next to the user’s name
    • Workflow Actions menu located in the upper-right corner (chevron button)
  5. Select Yes to complete the process.

From the Administration tab:

  1. From the Administration > Monitors & External Users tab, open the user record.
  2. Expand the Study Assignments section.
  3. Locate the site and study.
  4. Change the status using the Lifecycle State button in the Assignment Status column.
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