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Close, cancel, or delete a review

Closing a review

Purpose

Closing a review prevents further submission of questionnaires while allowing sharing and acknowledgment to continue. All submitted data is preserved.

Impact

Notifications

Participants with open assessment tasks receive cancellation emails.

Data removal

None

Record removal

None

Reversibility

The review can be reopened to add new subjects, but existing subjects remain cancelled.

How to close a review

  1. Click Reviews in the top nav.

  2. Click Manage reviews in the drop-down.

  3. Find the review in the table.

  4. Click the 3-dot icon beside the review.

  5. Select Close in the drop-down.

  6. Click Confirm.

Cancelling an assessment

Purpose

Cancelling an assessment prevents further submission of questionnaires, sharing, and acknowledgment. It deletes all submitted data while maintaining a record of the assessment.

Impact

Notifications

Participants with open assessment, sharing, or acknowledgment tasks receive cancellation emails.

Data removal

All submitted data is deleted from individual and aggregate results.

Record removal

The assessment and participants remain in their respective tables with a status of Cancelled.

Reversibility

Cancelled assessments cannot be reopened.

How to cancel an assessment

  1. Click Reviews in the top nav.

  2. Click Manage reviews in the drop-down.

  3. Find the review in the table.

  4. Click the name of the review.

  5. Click Assessments and select Participants in the drop-down.

  6. Click the 3-dot icon beside the subject.

  7. Select Cancel in the drop-down.

  8. Click Confirm.

Deleting an assessment

Purpose

Deleting an assessment prevents further submission of questionnaires, sharing, and acknowledgment. It removes all submitted data and erases all records of the assessment.

Impact

Notifications

Participants with open assessment, sharing, or acknowledgment tasks receive cancellation emails.

Data removal

All submitted data is deleted from individual and aggregate results.

Record removal

The assessment and participants are removed from their respective tables.

Reversibility

Deleted assessments cannot be recovered.

How to delete an assessment

  1. Click Reviews in the top nav.

  2. Click Manage reviews in the drop-down.

  3. Find the review in the table.

  4. Click the name of the review.

  5. Click the 3-dot icon beside the assessment.

  6. Select Delete in the drop-down.

  7. Click Confirm.

Deleting a review

Purpose

Deleting a review prevents further submission of questionnaires, sharing, and acknowledgment. It removes all submitted data and erases all records of assessments within the review and the review itself.

Impact

Notifications

Participants with open assessment, sharing, or acknowledgment tasks receive cancellation emails.

Data removal

All submitted data is deleted from individual and aggregate results.

Record removal

The review, assessments, and participants are removed from their respective tables.

Reversibility

Deleted reviews cannot be recovered.

How to delete a review

  1. Click Reviews in the top nav.

  2. Click Manage reviews in the drop-down.

  3. Find the review in the table.

  4. Click the 3-dot icon beside the review.

  5. Select Delete in the drop-down.

  6. Click Confirm.

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