Project is Closed

Change the Project Status to Read Only

When a project is closed, the first recommendation is to change the Status of the Project to Read Only to prevent further changes to the data. An administrator clicks the Administration tab, click next to Projects, click next to the appropriate project, and change the Project Status field to Read Only.

Uncheck "Available to Users" Field

Also on the Projects module, uncheck the Available to Users field, which will remove the Project from the My Projects list for all users and prevent any further access.

Export Data to Excel

Additionally, you can export any of the data from the Project using the Excel button on Reports. You can find all of your reports on the Administration tab, System Reports menu item by going through the dropdown list under the Module filter (Home, Project, Country, Sites, EDC, Enrollment, Finance, IWRS, Administration) and selecting Report for the Type field. Click next to the appropriate reports and click to send the data to Excel.

Download Documents to Zip Files

You can download the actual documents (i.e. the PDFs, .docs, .pptx, etc.) to zip files on the Project Documents, Country Documents and Site Documents pages by clicking . If the documents were uploaded, then copies will be saved to a zip file. If you are using a TMF structure, you can download the files into zip files that will maintain the category structure. Go the Project Master Files, Country Master Files, and Site Master Files pages and click .