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:
- Open the study record.
- Select Monitors & Auditors.
- Select the user from the User column.
- 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)
- Select Yes to complete the process.
From the Administration tab:
- Access Administration > Monitors & External Users.
- Select the record to update.
- From the Study Assignments section, locate the site and study.
- In the Assignment Status column, update the assignment state.
