Deleting a Subject

If you create a new subject casebook accidentally, you can easily delete it before entering any data. Some users can delete subjects with data in any environment. See Permissions below for more information.


To delete a Subject, your study role must grant the following permissions:

Type Permission Label Controls
Standard Tab Data Entry Tab

Ability to access the Data Entry tab

Functional Permission Delete Casebook

Ability to delete subject Casebooks with or without data and related object records

Functional Permission Restricted Data Access

Ability to view restricted (blinded) Forms and Studies that contain restricted data

Deleted subjects will be included in the Audit Trail Export job.

How to Delete a Subject

To delete a Casebook:

  1. Navigate to the Casebook you want to delete.
  2. From the casebook-level Actions menu, select Delete Subject. Delete Subject action

  3. In the Delete Subject dialog, select a Reason. Delete Subject confirmation dialog

  4. Click Continue.
  5. In the confirmation dialog, type “DELETE”.
  6. Click Delete.

Vault deletes the Subject record, the Casebook, and all associated object records. This action cannot be undone.

Enabling Casebook Deletion

By default, no roles have permission to delete a casebook. You can create or edit a Study Role (provide the Delete Casebook permission) to allow users with that role or profile to delete subject casebooks. For details about configuring specific reason options for subject deletion, see Configuring Reasons for Change.