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Subject Lifecycle Explorer

The eight-state participant journey with its gates and final states: screening, enrollment, randomization, and the ways a participant can exit.

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Driven by real source: server/src/modules/study/subjects/domain/subject-lifecycle.ts

A participant moves through eight states with two gates: consent is recorded before screening begins, and the investigator confirms eligibility before enrollment. Five states are final. Every final state keeps all the data captured, and a reason is required to enter four of them.

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ScreeningCaptures data

Consented and being assessed against the inclusion and exclusion criteria. A participant cannot be recorded without a consent date and an ICF version. Eligibility is pending, eligible or ineligible, and only the investigator decides it; recording an ineligible determination screen-fails the participant in the same act.

Moves to
Screen failedFinalReason required

The investigator found the participant ineligible, with a coded reason. What was captured at screening is kept.

Terminal — no transitions out.

EnrolledCaptures data

Eligible and enrolled; the visit schedule is generated from the baseline date. In a randomized study this is the state before randomization, where the arm allocated elsewhere is typed in.

Moves to
Randomization failedFinalReason required

Enrolled but never randomized (randomized studies only), with a reason.

Terminal — no transitions out.

ActiveCaptures data

On study and being followed.

Moves to
CompletedFinal

Finished the study. Completion lists any forms still unsigned and needs an acknowledgement. Data can no longer be entered; a value is corrected only by answering a query.

Terminal — no transitions out.

WithdrawnFinalReason required

Left the study by choice or by the investigator's decision, with a coded reason and a record of whether a safety follow-up is owed. The principal investigator makes this move.

Terminal — no transitions out.

Lost to follow-upFinalReason required

The site can no longer reach the participant. An exit of its own, not a withdrawal: it needs a reason, what was tried and when, and a date.

Terminal — no transitions out.