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Adding an End Date For A Contact Across Protocols

How to add an End Date to a protocol contact across multiple protocols.

The Address Book “Manage Protocol and Account Contacts” functionality allows users to update contacts across studies and billing accounts. When a contact has a planned departure from their department or organization, users can add an End Date to all protocols where this contact record exists.

Note - If the End Date is in the future, the contact may still have access as a Protocol-specific user and be available in selection lists until the End Date has passed. Once the date has passed, access will be unavailable without IDS intervention.

  1. Navigate to the Address Book on the Vestigo home screen
  2. Enter the First Name or Last Name of the contact and click Search
  3. Click Manage Protocol and Account Contacts
  4. Click Apply End Dates
  5. Enter the End Date of the contact
  6. Click Save to apply the end date