Managing an Interview

Interviewing a participant in Onyx is a multiple stage process. You enter and control the interview from one place, the Interview page, which gives you access to all the stages of the interview for a particular participant. Interview stages include everything from signing a consent form to concluding the interview. Most stages are questionnaires, collection of biospecimens, and physical measurements.

Due to Onyx's high degree of customizability, this chapter cannot cover the actual stages defined by your study. Instead, this chapter covers the features and procedures that allow you to start an interview, to work your way through the stages of the interview, and to end an interview a safe way in various circumstances. By safe, we mean, so that you do not lose any data that you have collected.

This chapter covers these topics:

• The Interview page\ and its important features
• Key concepts\ related to the interview workflow
• The interview workflow broken down into steps\
• Routine procedures at the interview level\
• Routine procedures at the stage level\
• Procedures for unusual situations\ (such as a participant withdrawing from the study or leaving before the interview is complete)

The Interview Page

When you find a participant and click their Interview link, the Interview page is displayed. This page gives you an overview of a participant's interview and shows the status of each interview stage. It is from this page that you start working on each stage of an interview and to which you are returned after a stage is complete. this figure\ shows the Interview page and points out some of its more important features.

• Interview Exit buttons. The Exit X and the Exit this interview button both close the Interview page properly---they release the lock that was put on the interview when you entered the Interview page. See Obtaining a Lock on an Interview\.
  You can select either Exit button when you need to leave the Interview page before the interview is complete. They can be used at any time and do not affect the status of the interview.
  Some examples of when you would exit an interview (using either of these buttons):
  • After you complete a stage and need to take a break
  • After you view the state of the participant's interview for information purposes
  • When you have finished the stages for which you are responsible and are ready to pass the participant over to another staff member
    The two Exit buttons function in exactly the same way---there are two of them for convenience sake.
• The Onyx Exit button (the X in the upper right corner of the Onyx window---see this figure\) is not the same as the Interview Exit buttons. If you select the Onyx Exit button while in the Interview page, Onyx will close immediately without releasing your lock on the interview. The next time anyone (including you) looks for the participant in the Participants list, a lock will be displayed on the interview. A participant manager will have to unlock the interview. See Unlocking an Interview\.
• Close button — You select this button if you need to end the interview early (before all stages are complete), but do not need to withdraw the participant from the study.
  CAUTION: If you select Close, you will not be able to resume the interview.

  Each study defines what will be done with the data acquired to the point of stopping an interview in this way.

• Print Reports button — Each study can define one or more reports that can be printed and given to the participant. You can select this button after any stage of an interview. It allows you to print reports as you go along rather than waiting until all stages are complete.
• Cancel — You select this button if you need to cancel the interview and withdraw the participant from the study.
  CAUTION: If you select Cancel, you will not be able to resume the interview.

  Each study defines what will be done with the data acquired to the point of cancelling the interview.

• Log panel (in the Interview section of the page) — You use the buttons in this panel to view system messages and user comments for all the stages of the interview. You can also enter general comments about the interview.
• Log column (in the Stages section of the page) — You click the icons in this column to view logs (system messages and user comments) about particular stages of the interview. You can also view a list of user comments only for a particular stage.
• (View button) — The Interview page contains several of these buttons: one for the interview in general, one for each interview stage that has been started. When you want to view a particular log, click its button.
• (Comments button) — Onyx users can add comments about the interview in general and about individual interview stages. The Interview page contains one or more of these buttons: one for the interview in general and one for each interview stage that has user comments. When you want to view user comments, click the appropriate button.
• Status column (in the Stages section of the page) indicates the status of each stage of the interview. See Stage Status\.
• Actions column (in the Stages section of the page) indicates the actions that are available for each stage of the interview. See Stage Actions\.

Key Concepts

This section contains key concepts related to working your way through the stages of an interview.

Obtaining a Lock on an Interview

When you enter the Interview page of a participant, you obtain a lock on the interview. No other user can access the particpant's Interview page until you exit the Interview page properly (by selecting an Interview Exit button-- see Interview Exit buttons\). If Onyx crashes or if you exit the Interview page improperly (by selecting the Onyx Exit button--see this figure\), a participant manager will have to unlock the interview. See Unlocking an Interview\.

Stage Status

An interview stage passes through various statuses from "ready" to "completed". Each type of stage (consent, questionnaire, physical measurement, specimen collection, interview conclusion) follows a particular path through the statuses. The Actions that are available depend on the Status of the stage

Each study defines the conditions that are required for a stage's status to change. A study can customize the names of the statuses that appear in the Interview page.

Stage Actions

The Actions column lists the actions that are available to you for a particular stage of the interview. The Actions depend on the status of the stage.

Each study defines the actions that are available when a stage has a certain status. A study can also customize the names of the actions that appear in the Interview page.

Despite all the customization that Onyx allows, only five stage actions are possible: By default, the actions have the names indicated in this list.

• Start — You select this action to start a stage.
• Skip — You select this action to skip a stage. Some examples of why you might need to skip a stage: the stage is Not ready; it is more convenient to do the stage later; another staff member is responsible for the stage.
• Reinstate — You select this action to redo a stage that was skipped.
• Cancel — You can cancel a stage that is contraindicated or not applicable for some reason.
• Review — You can review a stage that was contraindicated in order to determine if the contraindication is appropriate or, if the answers that caused it should be corrected so that the contraindication will be removed.

Closing vs. Cancelling an Interview

Closing an interview means ending the interview early before all stages have been completed (or skipped, if your study permits). The participant is not withdrawn from the study.

Cancelling an interview means withdrawing the participant from the study. The decision to withdraw a participant may come from the participant or a staff member.

CAUTION: If you select the Close or Cancel button in the Interview page, you will not be able to continue the interview with the participant later. If you want to leave the Interview page temporarily and continue the interview later, you need to exit the Interview page. See this figure\.

Each study defines what will be done with the data acquired to the point of closing or cancelling an interview.

Reviewing vs. Reinstating a Stage

You can review a stage if its status is Contraindicated. If you review the stage and change the condition (for example, the answer to a particular question) that caused the stage to be contraindicated, you can actually change the status of the stage from Contraindicated to Ready.

You can reinstate a stage that was skipped. When you reinstate a stage, its status will change to Ready and it will be possible to Start the stage again.

Action Windows

Depending on how your study customized Onyx, Onyx may display an action window when you select an Action in the Interview page. These windows usually require you to enter your password and the Participant ID (you can scan the barcode or enter it manually). An action window may contain other fields depending on the action that you selected and how your study customized the window. The purpose of action windows is to ensure the integrity of the data being collected. When you enter your password, you confirm that it was actually you who carried out the action. When you enter the Participant ID, you confirm that the data is indeed being collected for the correct participant. this figure\ shows an example action window.

Stage Navigation Buttons: Previous, Next, Finish

When you are in a stage, you will see various buttons at the bottom of the page. These buttons allow you to move back and forth through the pages of the stage and to finish the stage. See this figure\.

By default, the buttons are named as shown in this figure\. Your study may have changed the names on the buttons. .

• Next button — Select it to display the next page in the stage.
• Previous button — Select it to display the previous page in the stage if you need to check or change something in that page.
• Finish button — This is only displayed when you are on the last page of a stage. You select it when you are ready to complete the stage.

You can also use hot keys to navigate through the pages. See Hot Keys\.

Administration Button and Administration Dialog

The Administration button is always displayed at the bottom of the page during an interview stage. When you select the Administration button, the Administration dialog is displayed. See this figure\. You access this dialog when you need to pause or cancel the stage.

For a questionnaire stage, the dialog includes First and Last buttons. These buttons allow you to jump directly to the first and last pages that need your input. If no pages require your input, they jump to the first page or last page of the questionnaire.

Hot Keys

To make the task of completing long questionnaires easier, Onyx allows you to use certain keyboard keys in a special way. When you are working in a stage, you can use these hot keys instead of having to use the mouse to select buttons. this figure\ lists the hot keys available during interview stages.

Log

In the Interview page, a log contains a list of system messages and user comments. A log can either be about the interview as a whole, or about a particular stage of the interview. The list is in chronological order---the oldest entry is at the top, and the most recent entry is at the top bottom.

Comment

In the Interview page, a comment list only contains comments added by users. Depending on which button you select, the list of comments will either be about the interview as a whole, or about a particular stage of the interview. The list is in chronological order---the oldest entry is at the top, and the most recent entry is at the top bottom.

The Interview Workflow

Due to Onyx's highly customizable nature, we cannot tell you which stages you will see when you enter the Interview page or the exact names of the stage statuses\ and stage actions\ that you will see, but we can tell you--more or less--what you will do each time you enter the Interview page.

Basic Workflow

The basic workflow of an interview is as follows:

1. Enter the Interview page. You enter the Interview page. You look at the list of stages and determine the next stage that must be done. Consent is usually the first stage. If it hasn't been obtained, you must obtain it.
2. Start a Stage. You start a stage. You would usually do the next stage that is "ready" and has a "start" action available for it.

   Depending on how your study customized Onyx, an action window may be displayed when you select a stage action (start, pause, resume, and so on). If an action window is displayed, you must complete it to confirm your identity and the identity of the participant, and, in some cases, to enter a comment explaining why the action was necessary.

1. Work your Way through the Stage. When you are inside a stage, you follow the directions displayed onscreen to collect the data required for the stage. You step through the pages of the stage by selecting the Next and Previous buttons. If you need to pause\ or cancel\ the stage, you select the Administration button.
2. Finish the Stage. When you have completed all the pages of a stage, the Finish button is displayed. You select the Finish button. Depending on how your study customized Onyx, you may have to complete an Action dialog. After that, you can start working on another stage or you can exit the Interview page (for example, you may need to take a break or pass the interview over to another staff member).
3. Do all data-collecting stages. You would repeat B, C, and D for each stage.
4. Conclude the Interview. Studies usually define a conclusion stage. If your study defined a conclusion stage, you would do it after all data-collecting stages have been completed (or skipped if your study allows this for certain stages). You complete a conclusion stage in the usual fashion: start, next, next, next, finish. After, this all the stages will have the status "completed" (or "skipped"). The interview is closed. You cannot make any changes to the data.
5. Exit the Interview. You exit the Interview page in the usual way, by selecting either of the Interview Exit buttons.

Common Alternative Steps

Here are some alternative steps that you will probably use fairly often:

• Pause the Stage. If you need to pause a stage, you select the Administration button and then the Pause button in the Administration dialog. You will have to fill out an Action dialog again to confirm your identity and the participant's identity. After that, you can exit the Interview page. Later, when you or another Onyx user wants to continue working on that stage, you re-enter the Interview page, and you will be able to resume the stage.
• Exit the Interview. If you leave a stage by pausing or finishing it. You can exit the Interview page, if necessary, by selecting either of the Interview Exit buttons. You will be able to re-enter the stage later, if you need to complete it or modify it.
• Re-enter the Interview page of a participant. You can always re-enter the Interview page of a participant immediately or afterward, by selecting the Interview action for the participant in the Participants page. You might want to do this in order to modify the data collected during a stage or to check how the interview went: were all stages completed, what were the user comments and system messages, how long a stage took, and so on.

Occasional Alternative Steps

Here are a few alternative steps that you may use occasionally:

• Skip a Stage. If you need to skip a stage (usually because of a technical problem like an instrument not being available for a physical measurement), you can select "skip" in the Actions column of the Interview page. You may or may not be able to complete the interview if it has skipped stages---it depends on how your study defined the conditions for completing the study.
• Modify a Stage. Occasionally, you may need to change a participant's answer to a question, or some other data collected during a stage. To do this, you modify the stage which opens the stage again. You can step through the pages of the stage and make the necessary changes.
• Delete a Stage. Occasionally, you may want to get rid of the data collected during a stage and start the stage over again. To do this, you delete the stage. Then you will be able to start it again.

Rare Alternative Steps

These are alternative steps that you will use rarely:

• Cancel the Interview. If the participant decides they don't want to be part of the study, you can withdraw them by cancelling the interview. In this case, you select the Cancel button in the Interview page. You will have to complete an Action dialog as usual. Your study will have decided what it wants to do with the data acquired up to the point of cancelling an interview. Follow the onscreen directions.
• Close the Interview. If the participant has done part of the interview, but must leave early for some reason, you can end the interview early, without actually withdrawing the participant. In this case, you select the Close button in the Interview page. You will to complete an Action dialog. Your study will have decided whether it will keep or delete the data acquired up to this point. Follow the onscreen directions.
• Reinstate the Interview. If by mistake you cancel or close the interview, you can restore the interview to its earlier state by selecting the Reinstate button in the Interview page. See this figure\
  To reinstate a cancelled or closed interview, select Reinstate in the Interview page

  

Routine Procedures at the Interview Level

These are procedures that relate to the interview as a whole:

• Entering the Interview page\
• Exiting the Interview page\
• Concluding the interview normally\
• Printing reports for the participant\
• Adding comments at the interview level\
• Viewing comments at the interview level\
• Viewing the log for the entire interview\

Entering the Interview Page

After a participant is received or enrolled, you can enter their Interview page as explained below. If you exit the Interview page, you can also reopen it in the same way.

Procedure

1. Find the participant you want to interview. See Finding a Participant\ if you need help locating the participant. The participant should be displayed in the Participants page.
2. Select the participant's Interview link. The Interview page is displayed. You can now start any stage whose status is Ready.

Exiting the Interview Page

As explained earlier in this chapter (see Exit buttons\), you may need to exit the Interview window for any number of reasons. Exiting the Interview page does not stop the interview prematurely or withdraw the participant from the study. You and other Onyx users will be able to come back into the Interview page later. If the interview was not already completed, you will be able to continue it.

Procedure

1. If you are in the middle of an interview stage, pause it as explained in Pausing a Stage\. The Interview page should be displayed.
   Closing the Interview page with either of its Exit buttons is the correct to way to exit the Interview page

   

2. Select either of the interview Exit buttons in the Interview page (but not the X button in the upper right corner of the window). See this figure\. The Interview page closes and the Participants page is displayed.

Concluding the Interview Normally

When all the stages of a study have been completed (or skipped if your study allows skipping of certain stages), the interview is finished. You can print reports for the participants, if your study has defined any. See Printing reports\.

Printing Reports for Participants

Your study may have defined some reports that you can print and give to the participant for their information. You can print the report for a certain stage any time after the stage is complete.

Prerequisites

• A printer must be set up and ready for use from your workstation. If you have questions about the printer setup, speak to your system administrator.
• The participant's Interview page must be displayed. See Entering the Interview Page\.

Procedure

1. Select the Print Report(s) button. The Report dialog is displayed. If the consent form is not available for printing, the participant may have signed a manual consent form.
2. Check the report(s) you wish to print, choose a language for each report, and select the Print Reports button.
3. If a Compose Fax dialog is displayed, select the Exit button.
4. When a dialog informs you that the reports have been sent to the printer, close the dialog. The Interview page is visible again.
5. Collect the reports from the printer.

Adding Comments about the Interview

When you are in the Interview page, you can add comments about the interview as a whole. The comments are added to the interview log (which also includes system messages) and to the comments list for the interview (which also includes comments about individual stages that are collected from the various action windows\ that are displayed during the course of the interview). See this figure\

Prerequisites

The participant's Interview page must be displayed. See Entering the Interview Page\.

Procedure

1. Select the Add button in the Log section of the Interview page. A dialog is displayed.
2. Enter your comment in the dialog box.
3. If you decide you do not want to save the comment, select Cancel. The dialog closes and the Interview page is visible again.
4. If you want to save the comment, select Save. The dialog closes and the Interview page is visible again.
5. If you want to check that your comment was added, select the Comments button in the Log section of the Interview page. A Log window is displayed. It lists the comments on the interview, including the one you just entered.
6. When you have finished viewing the log, select the Close button. The Log window closed and the Interview page is visible again.

Viewing All User Comments about the Interview

You can view a list of all the comments made by users during the interview. Some comments come from the action dialogs about individual stages of the interview. Some of the comments may have been entered in the Interview page.

Prerequisites

The participant's Interview page must be displayed. See Entering the Interview Page\.

Procedure

1. Select the Comments button in the Log section of the Interview page. A Log window is displayed.
2. View the comments and, if you want to add another one, select Add. See Adding Comments\.
3. When you have finished viewing the comments, select Close in the Log page. The dialog closes and the Interview page is visible again.

Viewing the Interview Log

You can view a log of all the user comments and system messages for the entire interview. The user comments can come from the action dialogs about individual stages of the interview. or may have been entered in the Interview page. The system messages are mostly about actions taken during the different stages of the interview, but may also be about errors.

Prerequisites

The participant's Interview page must be displayed. See Entering the Interview Page\.

Procedure

1. Select the View button in the Log section of the Interview page. A Log window is displayed.
2. View the log. You will see:
   • User comments — Indicated by a icon and the word Comment in the Action column.
   • System messages — Indicated by an action (Start, Finish, and so on) in the Action column. The system generates a message whenever a user carries out an action in the Interview page. The system also generates messages if an error occurs.
3. If you want to add a comment, select the Add button. See Adding Comments\.
4. When you've finished viewing the log, select Close in the Log page. The dialog is closed and the Interview page is visible again.

Routine Procedures at the Stage Level

Routine procedures at the Stage Level (used during an interview stage---you initiate them from the Administration dialog)

• Starting a stage\
• Pausing a stage\
• Resuming a stage (that was paused)\
• Cancelling a stage\
• Finishing a stage\
• Skipping a stage\
• Reinstating a stage (that was skipped)\
• Modifying a stage (that was already completed)\
• Deleting a stage (that was already completed)\
• Viewing the log for a stage\
• Viewing comments about a stage\

Starting a Stage

You can start any stage whose status is Ready and which has a Start link in the Actions column. See this figure\. To avoid problems, it is recommended that you do the stages in the order they appear in the list.

Procedure

1. Select the stage's Start link.
2. If an action window for starting the stage is displayed, complete it. The action window closes and the stage window is displayed.
3. Complete the stage windows following the on-screen directions.

Finishing a Stage

When you are at the end of a stage, the Finish button is displayed in the lower right corner of the page.

Procedure

1. Select the Finish button.
2. If an action window for finishing the stage is displayed, complete it. The action window closes.

The Interview page is displayed. The status of the stage is now Completed. You can start another stage if there are any left to complete.

Pausing a Stage

When you are in the middle of a stage, you may need to pause the stage. You can do so when the Administration button is displayed in the lower left corner of the stage window. Afterwards, you (or another Onyx user) will be able to resume the stage. If the stage is a questionnaire, the questionnaire will resume after the last completed question.

Procedure

1. Select the Administration button. The Administration dialog is displayed. It includes a Pause button.
2. Select the Pause button.
3. If an action window for pausing the stage is displayed, complete it. The action window closes.

When the Interview page is displayed again, you can start another stage if any more need to be completed.

Resuming a Stage

If you (or another Onyx user) paused a stage, you can continue the stage as explained in this section. If the stage was a questionnaire, the questionnaire will resume after the last completed question.

Procedure

1. If you are not in the Interview page for the participant whose interview you want to resume, you may need to do some or all of the following to get there:
   • If your Onyx session expired, you must log in again. See Logging In.\
   • If necessary, find the participant in the most convenient way for you. See Finding a Participant\.
   • If the participant is listed in the Participants page, select their Interview link.
2. When you are in the participant's Interview page, select the Resume action for the stage that you wish to resume.
3. If an action window for resuming the stage is displayed, complete it. The action window closes.
4. When the stage page is displayed, you continue the stage where it had been paused. You can use hot keys to move through the pages more quickly. See Hot Keys\.

Cancelling a Stage

After you start a stage, you may decide not to proceed with it at the current time. When you are in the middle of the stage pages, you can cancel the stage as explained in this section.

Procedure

1. Select the Administration button. The Administration dialog is displayed. Depending on the type of stage, the dialog will include a button labelled Cancel Questionnaire or Cancel Measurement or Cancel Sample Collection.
   When you want to cancel a stage, you select the Administration dialog

   

2. Select the appropriate cancel button (Cancel Questionnaire or Cancel Measurement or Cancel Sample Collection). Do not select the button labelled just Cancel--- it just closes the Administration dialog and puts you back in the stage.
3. If a dialog prompts you to confirm that you want to cancel the stage, select Yes.
4. If an action window for cancelling the stage is displayed, complete it. The action window closes.

When the Interview page is displayed again, you can restart the stage or start another stage.

Skipping a Stage

If you need to skip a stage, you can do so as explained in this section. If the stage you are skipping turns out to be necessary for another stage, you will find out when you start the other stage.

Prerequisites

• The correct participant's Interview page must be displayed. See Entering the Interview Page\.
• The Skip action is available for the stage you wish to skip.

Procedure

1. Select the Skip action.
2. If an action window for skipping the stage is displayed, complete it. The action window closes.

When the Interview page is displayed again, you can start another stage if any more need to be completed.

Reinstating a Stage

If you (or another Onyx user) skipped a stage, you can reinstate it as explained in this section. Reinstating a stage means restoring it to the Ready status so it can be started again.

Prerequisites

• Ensure that any problems have been resolved. Read the user comments or the log for the stage to find out why it was skipped (see Viewing Logs and Comments for a Stage\).
• The correct participant's Interview page must be displayed. See Entering the Interview Page\.
• The Reinstate action is available for the stage you wish to skip.

Procedure

1. Select the Reinstate action for the stage you wish to reinstate.
2. If an action window for reinstating the stage is displayed, complete it. The action window closes.
3. When the Interview page is displayed again, you can start another stage or restart the same stage immediately, if you wish.

Modifying a Stage

You may need to reopen a stage that was alredy completed in order to change the data that was saved for it. For example, you may need to correct an answer in a questionnaire stage or redo a measurement in a physical measurement stage. If you need to reopen a stage in order to change some of the data stored for it, you can do so as explained in this section. After you make the changes, the stage's status will become Completed again.

If the stage is a long one, it is better to modify the stage rather than deleting it and starting it over from scratch (compare with Deleting a Stage\).

The consent stage cannot be modified. If you need to change it in some way, you must delete it and start it over again. See Deleting a Stage\.

Prerequisites

• The correct participant's Interview page is displayed. See Entering the Interview Page\.
• The Status of the stage you wish to delete is Completed.
• The Modify action is available for the stage.

Procedure

1. Select the Modify action for the stage you wish to modify.
2. If an action window for modifying the stage is displayed, complete it. The action window closes.
3. When the stage opens, it shows all data that was stored previously. Step through the stage page(s) and make any changes that are necessary. You can use hot keys to move through the pages more quickly. See Hot Keys\.
4. When you arrive at the last page of the stage, select the Finish button.
5. If an action window for finishing the stage is displayed, complete it. The action window is closes.

When the Interview page is displayed again, you can start another stage if any more need to be completed.

Deleting a Stage

You may need to redo a stage that was alredy completed. If you need to start a stage over from scratch, you can delete the stage as explained in this section. After deleting the stage, you will be able to restart it.

Prerequisites

• The correct participant's Interview page is displayed. See Entering the Interview Page\.
• The Status of the stage you wish to delete is Completed.
• The Delete action is available for the stage.

Procedure

1. Select the Delete action for the stage you wish to delete (and later restart).
2. If an action window for deleting the stage is displayed, complete it. The action window closes.
3. When the Interview page is displayed again, you can start another stage or restart the same stage immediately, if you wish

Viewing Comments about a Stage of the Interview

Prerequisites

The participant's Interview page must be displayed. See Entering the Interview Page\.

Procedure

1. Select the icon at the right end of the line for the stage. A Log window listing all user comments about the stage is displayed.
2. View the user comments and, and if you'd like to view user comments for the entire interview, select the Show All button.
3. Select Close in the Log window. The window closes and the Interview page is visible again.

Viewing the Log about a Stage of the Interview

Prerequisites

The participant's Interview page must be displayed. See Entering the Interview Page\.

Procedure

1. Select the icon at the right end of the line for the stage. A Log window listing all system messages about the stage is displayed.
2. View the system messages. If you'd like to view the user comments and system messages for the entire interview, select the Show All button.
3. When you have finished viewing the log, select Close in the Log window. The window closes and the Interview page is visible again.

Procedures for Exceptional Situations

Occasionally, you may need to handle a unusual situation such as a participant withdrawing from the study or leaving before the interview is complete. This section includes the procedures for these situations:

• Cancelling the interview (withdrawing the participant)\
• Closing the interview (ending the interview before completion)\

Cancelling the Interview (withdrawing the participant)

If you need to cancel the interview and withdraw the participant from the study, you select the Cancel button in the Interview page. See this figure\

Prerequisites

The participant's Interview page must be displayed. See Entering the Interview Page\.

Procedure

1. Select the Cancel button. A dialog is displayed. It warns you that the participant will be withdrawn from the study and asks you to confirm that you want to cancel the interview.
2. If you decide you do not want to cancel the interview, select No. The dialog closes and the Interview page is visible again.
3. If you want to go ahead and cancel the interview, select Yes. The dialog closes.
4. If an action window for cancelling the interview is displayed, complete it. The action window closes.

When the Interview page is displayed again, you will notice that the status of the interview is now Cancelled. You will not be able to start any stages. You can view logs and comments. When you exit the Interview page, you will be enter it again, but only to view the status of the various stages.

Closing the Interview (before completion)

If you need to end an interview early (before all stages are complete), and do not need to withdraw the participant from the study, you select the Close button in the Interview page. See this figure\

Prerequisites

The participant's Interview page must be displayed. See Entering the Interview Page\.

Procedure

1. Select the Close button. A dialog is displayed. It warns you that you will not be able to continue the interview and asks you to confirm that you want to close the interview.
2. If you decide you do not want to close the interview, select No. The dialog closes and the Interview page is visible again.
3. If you want to go ahead and close the interview, select Yes. The dialog closes.
4. If an action window for closing the interview is displayed, complete it. The action window closes.

When the Interview page is displayed again, you will notice that the status of the interview is now Closed. You will not be able to start any stages. You can view logs and comments. When you exit the Interview page, you will be enter it again, but only to view the status of the various stages.

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