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Archive or unarchive a record / survey / report

Once the study is live, it is no longer possible to delete a record/survey/report. The only way to remove it from the current overview is to archive it. 

Archiving in Castor behaves almost in the same way as deleting - archived instances do not get exported with the data and do not influence the results of the study. The difference between deletion and archival is that you can always retrieve an archived instances by unarchiving them. This is necessary for GCP regulations that require full traceability of the study.

To archive - click on the cogwheel next to a record, report, or survey and select the 'archive' option:

It will still be possible to access archived records, surveys or a reports by checking the filter for Archived instances in the relevant overview.

To see archived records in the Records tab, choose Filter by record status -> 'Archived records':

Archiving a record assigns it the prefix 'ARCHIVED-' to the record ID, so if you create a record immediately after archiving the previous one, the same record ID will be used. If you archive older records, the record ID's will not be reused.

To see archived surveys in the Surveys tab, choose Filter by completion status - 'Archived'.  

To see archived reports in the Reports tab, choose Filter by status -> 'Archived'. 

Castor EDC also allows to un-archive records, reports or surveys. It means that once they are un-archived, they will be moved to an overview of the records, reports or surveys again. To un-archive a record, report or survey, click on the cogwheel next to it and select 'Unarchive'.

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  1. Castor Support Team

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