How to Remove/ReAssign a Contact

Here are some common scenarios that you may face and instructions on how to reflect these changes within CTMS:

1. CRA Resigned from the Company:

   1. Edit the Global Contact and select the Projects Tab

   2. For each Project in the “Current” group:

      1. Edit the Project record

      2. Click the “change/remove permissions” link

      3. Set the Action to “REMOVE this Contact from the Project”

      4. Set the Date of Removal and Reason for Removal fields

      5. Click Save three times to return back to the Global Contact Dialog

   3. Select the Status Tab

      1. Set the Status to “Not Current”

      2. Set the Status Date and optionally add a Comment

      3. Click Save

2. CRA is being re-assigned to another Project

   1. Edit the Global Contact and select the Projects Tab

   2. For the “Old” Project in the “Current” group:

      1. Edit the Project record

      2. Click the “change/remove permissions” link

      3. Set the Action to “REMOVE this Contact from the Project”

      4. Set the Date of Removal and Reason for Removal fields

      5. Click Save three times to return back to the Global Contact Dialog

      6. The Project should now be in the “Non-Current” group

   3. Click the “add new project” link to add them to the “New” Project

3. Adding or Changing the Assigned Sites for a CRA

   1. On the Projects Tab, select the Project Team Page

   2. Edit the CRA in the “Current” Group

      1. Click the “change/remove permissions” link

      2. Set the Action to “ADD a NEW Permission Set…”

      3. Set the Date of Change and Reason for Change fields

      4. Click Save

      5. On the Assigned Sites Tab:

         1. To add a new Site Assignment:

            1. Click the “add new site assignment” link

            2. Select the new Site

            3. Click Save

         2. To remove a Site Assignment:

            1. Edit the Site in the list of Assigned Sites

            2. Uncheck the “Assigned to Site Team” field

            3. Click Save

         3. Click Save twice to return to the Project Team Page

3. Principal Investigator has left a Site and one of the Sub Investigators will be replacing her.

   1. On the Sites Tab, select the Site and then the Site Staff Page

   2. To remove the Principal Investigator:

      1. Edit the Principal Investigator record

      2. Click the “change/remove permissions” link

      3. Set the Action to “REMOVE this Contact from the Project”

      4. Set the Date of Removal and Reason for Removal fields

      5. Click Save three times to return back to the Site Staff Page

      6. The Principal Investigator should now be in the “Non-Current” group

   3. To change the Sub Investigator to the new Principal Investigator:

      1. Edit the Sub Investigator record

      2. Click the “change/remove permissions” link

      3. Set the Action to “ADD a NEW Permission Set…”

      4. Set the Date of Change and Reason for Change fields

      5. Click Save

      6. In the Site Roles section, click the “add role” link

      7. Select “Principal Investigator” as the new Role and click Save

      8. Edit the “Sub Investigator” role and click Inactivate

      9. Click Return

      10. The only Site Role in the list should now be “Principal Investigator”

      11. Click Save twice to return back to the Site Staff Page

      12. The new Principal Investigator should now be in the “Current” group