Promote Button in Mentor EDC – Restore an Older Form to Current

After selecting a form, click the History button. The History dialog box displays details under History and Journal tabs.

• The History detail displays a record for every “save” instance for the form as a Link to the details. Refer to History and Journal for details.
• Follow the steps below to use the Promote button to restore an older version of a Form to current version.
• Access to this screen (and the options described below) is ONLY available when you have appropriate permissions in this system. Contact your Mentor EDC project manager for details, if needed.
• Use the Promote button for any form that was previously marked blank, then unmarked blank.
  REMEMBER: each form MUST BE promoted individually; select a Form, follow the steps below to complete the promote process, repeat as needed.

Promote Button

Use the Promote button when an older version of a form contains the correct data, and you do not want to reenter the data.

1. Click to select a form in the Study Tree.
2. Click the History button to display a tab with details about changes for the record.
3. Click the view button (far left column) for the applicable form.
4. Details for the selected form display (highlight color indicates non-current version). You may make changes to the form or leave it as is.
5. Click on the Promote button.
6. Click the Save button to save the selected version of the form as current.
7. Enter or use the drop-down menu to select a reason for the change in the dialog box and click the OK button.
8. The new version of the form displays in the History tab.