Retire a site at a study level

Retire a site when the site stops participating in the study, when the study ends, or when a site was activated in error. In a retired site, site users can only view data, run reports, and perform code breaks.

Tip:

Do you want to retire a site at the global level so that it can no longer be used by any study at your organization? For step-by-step instructions, see Retire a site at a global level.
You can switch a retired site back to Active at any time. For more information, see Verify that a site has been activated.
Work with the Principal Investigator (PI) at the site to make sure that they've downloaded all of their end-of-study reports. For more information, see Decommission a Production study.

Note:

If you're retiring sites because the study is ending, make sure that you repeat these steps for all sites in each mode at a study level. You won't be able to archive a study version if any sites are assigned to it.
  1. On the Home page, click the study settings button (settings button) on the study you want to edit, and select Open Settings.
  2. Click Sites & Labs.
  3. Along the top, select the study mode that is appropriate: Production Sites, Testing Sites, or Training Sites.
  4. In the table, locate the site to retire and, from the Study Version drop-down, select Select Study Version.
  5. Select the site you want to retire and click Manage Sites.
  6. From the drop-down, select Retire.
  7. In the Confirmation dialog, select Yes, I want to retire the site.
  8. Click Yes.
  9. In the upper right, click Apply Changes.

The site is no longer assigned to a study version. Removing sites from a study version as you retire them ensures that you can archive the study version when the study conduct period is over.

Parent topic: Archive a study version, decommission and recommission a study