Action Icons

The Participant Matrix and the Participant Details screen allow you to perform key actions on participants, events, and forms—depending on your role and the current view. These actions help you manage participant records, review visit progress, and update form data.

Available actions vary by context:

• Participant-level actions
  Available for each participant on the Participant Matrix only.

• Event-level actions
  Displayed in the All Events View of the Participant Matrix and on event cards in the Participant Details screen.

• Form-level actions
  Displayed in the Single Event View of the Participant Matrix and on form cards in the Participant Details screen.

Your ability to perform these actions depends on your assigned permissions.

Participant-Level Actions

These actions allow you to manage participants directly from the matrix.

	Action	Description	Location
	View	Opens the Participant Details Page.	Clicking on Participant ID
	Remove	Opens the Remove Participant screen. Prompts for a reason for change. Participant remains visible on Participant Matrix.	Actions column
	Restore	Opens the Restore Participant Screen. Prompts for a reason for change. Restores participant to Active status.	Actions column
	Reassign	Transfers participant to another site. The participant will then be associated with the new site. Note that only users with the appropriate role can perform a reassignment.	Actions column
	Sign	Opens the signature screen. For more information about signing Participants, refer to Signing Participant Records	Actions column

Event-Level Actions

Available in the All Events View of the Participant Matrix and on the event card in the Participant Details screen.

These actions allow you to manage visit-level information. Access them by clicking the event icon in the Participant Matrix or the three-dot menu on the event card in the Participant Details screen.

	Status	Description
	View	Opens the Participant Details Page to the selected visit.
	Edit	Opens the Update Study Event page, where you can modify the details of the event.
	Remove	Removes event from the Participant's record.
	Restore	Restores previously removed event.
	Sign	Opens the signature screen for the selected event. For more information about Signing Participants, refer to Signing Participant Records
	Lock	Locks the selected event, preventing further changes.
	Unlock	Unlocks the event, allowing data entry or corrections to resume.

Form-Level Actions

Available in the Single Event View of the Participant Matrix and on the form card in the Participant Details screen.

These actions allow you to manage individual data collection forms within an event. Access them by clicking the participant form icon in the Participant Matrix or the three-dot menu on the event card in the Participant Details screen.

	Status	Description
	View	Opens the Form in Read Only or Review mode, depending on user permissions.
	Edit	Opens the Form in Edit mode.
	Clear	Clears all data in the form, resetting its status to Not Started and closing all associated queries. The audit history is retained.
	Remove	Removes form from the Participant's event.
	Restore	Restores the removed form.