Delete or archive a repeating data instance in CDMS

How to delete a repeating data instance

You can only delete a repeating data instance if your study has not yet been set to Live.

1. In the Participant Overview, go to the Repeating Data tab.
2. Click the context menu (three dots) next to the repeating data instance you want to delete.
3. Choose Delete from the options.
4. A dialog will pop up asking for a reason for deletion.
5. Enter the reason and click Delete instance to confirm and delete.

If your study has been set to Live, you cannot delete a repeating data instance. Instead, you can archive it.

How to archive a repeating data instance

1. In the Participant Overview, go to the Repeating Data tab.
2. Click the context menu (three dots) next to the repeating data instance you want to archive.
3. Select ‘Archive’ from the list.
4. A dialog will appear asking for a reason for archiving. Enter the reason and click ‘Archive instance’ to confirm.

Archived repeating data instances will:

• Not appear in your data overview.
• Not be exported.
• Be viewable only by selecting ‘Archived’ status in the ‘Filter’ menu.

Unarchive repeating data instances

If you need to restore an archived instance:

1. Click the ‘Filters’ button.

2. In the right panel, select Archived and click Apply.

3. The archived instances will now appear.

To unarchive:

1. Click the context menu (three dots) next to the archived instance.
2. Choose Unarchive.

The repeating data instance will:

• Be restored to the study.
• Appear in the Repeating Data tab for the associated participant ID.
• Be exported with other data.