Skip to main content
Version: current

Closing a project

Sofía Acuña, Marilyn Manrow, Brandon Madriz

Once you have completed data collection and achieved the objectives of your trial, the next step is to close your project. This action establishes the transition from an active workspace to a closed record, ensuring that your data remains consistent and ready for analysis, reporting, or long-term use.

Closing a project is the process of converting an active workspace into a permanent, read-only record. While a project can be closed at any time, it is recommended to do so only after all research objectives have been completed.

When should you close a project?​

Closing a project is a key milestone. It is recommended to proceed only when:

  • All data has been collected and verified.
  • Project details and Trial documentation are complete.

1. User Permissions

Only the Project owner has the authority to close a project. Collaborators with shared access cannot perform this action.

2. Pre-closing checklist

Before closing, verify the following status:

  • Data completion: Confirm that all data entries are accurate and no further inputs are expected.
  • Project profile: Review key project details (e.g., name, description, and trial settings), as these will be locked.
  • Trial documentation: This step should be marked as Completed. While not required to close the project, it is necessary to enable the Analysis module.

3. The confirmation process

Selecting "Close project" triggers a confirmation screen with important alerts:

  • Permanent data lock: All data entries, metadata, and project settings will be locked and cannot be modified.
  • Analysis module requirement:
    • If the Trial documentation is incomplete, you will be warned that the Analysis module will not be available after closing the project.
    • If there is not enough data collected, the system will alert you that the Analysis module may not generate results.
  • Unresolved conflicts warning: If there are submissions with conflicts, you will be informed that the analysis cannot be generated and these cannot be resolved after the project is closed.

4. Post-closing: Read-Only Mode

After confirmation, the project enters Read-Only Mode to ensure the integrity of the records:

  • Accessibility: All project information, results, and metadata remain available for viewing.
  • Analysis availability: If Trial documentation is completed and there are enough valid submissions, the Analysis module remains available after the project is closed.
  • Restrictions: Editing is disabled. Any attempt to modify the project will result in an Access Restricted (403) message.
  • Notification: An email is sent to the project owner and 1000FARMS administrators informing them that the project has been closed.