Resetting Data

You can reset Events and Forms to remove all entered data. When you reset Forms, all system-generated queries and any closed manual queries are deleted. Manual queries that are in Open or Answered status remain Open or Answered. You could reset a Form if you entered data in the wrong subject, and you could reset an Event if you entered data in the wrong visit.

How to Reset an Event

Resetting an Event removes all entered data, removes the Forms associated with the Event, clears the Event Date, and closes any open system-generated queries. Manual queries that are in Closed status are deleted, but manual queries that are in Open or Answered status remain Open or Answered.

To reset an Event:

  1. Navigate to the Casebook containing the Event.
  2. Locate the Event in the casebook schedule.

  3. From the event’s More Actions menu, select Reset Event. Reset Event action

  4. In the Reset Event dialog, select a Reason. Select a Reason for Event Reset

  5. Click Continue.

  6. In the confirmation dialog, type “RESET”. Type Reset in the confirmation dialog

  7. Click Reset.

How to Reset a Form

Resetting a Form removes all entered data, closes any open system queries, and returns the Form to the Blank status. Manual queries that are in Closed status are deleted, but manual queries that are in Open or Answered status remain Open or Answered.

Note that you can only reset In Progress forms. To reset a submitted form, you must first open the Form in Edit mode.

Form and Item Linking: Resetting a Form with existing form links will remove all form links from that Form. If a Form is linked to an Item, that Form can’t be reset.

To reset a Form:

  1. Navigate to the Form within the Casebook.

  2. From the Actions menu, select Reset Form. Reset Form action

  3. In the Reset Form confirmation dialog, type RESET. Reset Form confirmation dialog

  4. Click Reset.

If a blinded user resets an Event or Casebook containing a restricted Form, and you are an unblinded user, you must reset the Form for it to be fully removed. When you open the Form, Vault shows a banner noting that the form is no longer required.

To reset such a Form, click Reset Form.

How to Reset an Item Group

You can reset repeating Item Groups to clear all data from that row or section. Resetting an Item Group removes all entered data and closes any open system-generated queries.

To reset an Item Group in form view:

  1. In the Data Entry tab, open the Form containing the Item Group you want to reset.
  2. Locate the repeating Item Group section on the form.
  3. Hover over the Item Group Header to show the More Actions menu ().
  4. From the More Actions menu, select Reset Section.
  5. In the Reset Section confirmation dialog, click Reset.

To reset an Item Group that uses an editable grid (tabular view):

  1. In the Data Entry tab, open the Form containing the Item Group you want to reset.
  2. Locate the repeating Item Group section on the form.
  3. Hover over the Item Group Reference Number to show the More Actions menu ().
  4. From the More Actions menu, select Reset Row.
  5. In the Reset Section confirmation dialog, click Reset.

Marked for Removal

Forms and Events can be Marked for Removal. This status is indicated with this icon:

When a Form or Event is dynamic (added via rules), has entered data, and then a user edits the controlling Item in such a way that the Form or Event is removed from the schedule, the Form or Event is Marked for Removal. Vault can’t just remove the Form or Event, because they contain data. You must reset the Form or Event before it can be removed from the schedule.