Summary
The following tables defines the study modifications and how they interact with the tool network and active/inactive records.
| Utility Name | Location of Utility | Runs on Site Accessed | Auto-extends to All Sites * | Auto-extends to Whole Study ** | Runs on Active Records | Runs on Inactive Records |
|---|---|---|---|---|---|---|
| Change Metadata Plans | Subject Manager | Y | N | N | Y | N |
| Move Record | Subject Manager | Y | N | N | Y | N |
| Insert Form | Subject Manager | Y | N | N | Y | N |
| Rename Form | Subject Manager | Y | N | N | Y | N |
| Move Forms | Subject Manager | Y | N | N | Y | N |
| Assign Dynamic Status | Subject Manager | Y | N | N | Y | N |
| Clear Dynamic Status | Subject Manager | Y | N | N | Y | N |
| Update Form Configuration | Subject Manager | Y | N | N | Y | N |
| Refresh Metadata | Subject Manager | Y | N | N | Y | N |
| Update Question Type | Subject Manager | Y | N | N | Y | N |
| Reconcile Form | Subject Manager | Y | N | N | Y | N |
| Fill Sample Data | Subject Manager | Y | N | N | Y | N |
| Reconcile | Study Home Action Menu | Y | Y | N | Y | N |
| Reconcile (process assignments) | Study Home Action Menu | Y | Y | N | Y | N |
| Reconcile Record | Study Home Action Menu | Y | Y | N | Y | N |
| Reconcile Code Status | Study Home Action Menu | Y | N | N | Y | N |
| Reconcile Metadata Counts | Study Home Action Menu | Y | Y | N | Y | Y |
| Update Names | Study Home Action Menu | Y | Y | Y | Y | Y |
| Update Questions | Study Home Action Menu | Y | Y | N | Y | Y |
| Update Dictionary | Study Home Action Menu | Y | N | N | Y | N |
| Update Question Display | Study Home Action Menu | Y | Y | Y | Y | Y |
| Activate Patient Status | Study Home Action Menu | Y | Y | Y | Y | N |
| Update Sequence | Forms Manager | Y | N | N | Y | N |
| Complete Codes | Codes Manager | Y | N | N | Y | N |
| Reset Codes | Codes Manager | Y | N | N | Y | N |
| Update Codes | Codes Manager | Y | N | N | Y | N |
* Auto-extends to All Sites – Executes at the current level up to the All Sites and any children sites.
** Auto-extends to Whole Study – Executes at the current level up to the All Sites, any children sites and any sites not in the current tool network (i.e. training sites, disabled sites, etc.)
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