Need to Override Visit Workflow?
Access note: This feature is only visible when the relevant add-on has been enabled for the study and assigned to your user account. If you cannot see it, contact your Trial Administrator or main study contact. Trial Administrators can review add-on access in Edit User Access.
Use Visit Administration when a visit must be corrected in a way that bypasses the normal workflow restrictions.
Typical Users
- Quality Control Managers
- Project staff with elevated operational permissions
What Problem It Solves
This add-on provides administrative tools for correcting visit-level errors, moving data, or overriding workflow state when the standard process is not sufficient.
- Use 1 to open the visit administration tool menu from the Visit Dashboard.
Available Tools
Change Visit
Use this when the entire visit, including images and forms, was assigned to the wrong visit label.
- Use 1 to select the new visit.
- Use 2 to enter the reason for the change.
- Use 3 to save the change.
Move Images
Use this when only the images should move to another visit that already exists.
- Use 1 to select the destination visit.
- Use 2 to enter the reason for moving the images.
- Use 3 to save the move.
Change Status
Use this when the workflow status must be corrected manually.
- Use 1 to choose the corrected visit status.
- Use 2 to enter the reason for the status change.
- Use 3 to save the status update.
Unlock Reader Forms
Use this when a completed Reader form must be reopened for editing.
- Use 1 to choose the Reader form that should be reopened.
- Use 2 to enter the reason for reopening the form.
- Use 3 to save the unlock action.
Delete Visit or Documents
Use these options only when data must be removed permanently. These actions are destructive and cannot be undone.
Important Notes
- Always record a clear reason when using these tools.
- Verify reports and downstream references after moving data or changing visit assignments.
- Use these options only when the normal workflow cannot solve the problem.