Remove a subject or secondary subject from a published project

You can remove a subject or a secondary subject after the project has been published. How this is done depends on whether or not the subject in the project is set to use Automatic update.

Configure the project

Removing a subject can be done at the datasource level or the project level. The main difference in removing a subject from a datasource in a project with automatic update and without is the following:

• With automatic update - removing a subject from the datasource removes the subject from the project automatically.
• Without automatic update - removing a subject from the datasource does not remove the subject from the project. This part needs to be done manually.

The following configurations should be enabled to properly manage a project when editing data.

Configure a project that uses automatic update

When a project has automatic update enabled, make sure the following options are selected.

1. Edit the project.
2. Go to Info - Options.
3. Check the box: Remove subjects and raters that have been deleted from their datasources or excluded by a filter.

The second setting affecting tasks:

1. Edit the project.
2. Go to Tasks - Task Configuration.
3. Select Advanced options.
4. Under Impact of owner removal, select Delete task.

Whenever a subject, rater or task owner has been removed from the datasource or filtered out, the project will be updated accordingly the next time the automatic update runs (2am), as long as the automatic update feature is enabled for this project, and for group members.

Configure a project that does not use automatic update

In a project that is not using automatic update, you need to remove the entry from both the datasource (if required) and the project. If you only need to remove the subject or secondary subject from the project, do not touch the datasource.

As in the automatic update section above, it is important that the Task configuration - Impact of owner removal is set to Delete task.

Remove a subject from the datasource

Once your project is setup to react to data deletion, the next step requires removing the subject from the datasource (if required).

Depending on how Blue is configured, there are different ways you can modify or remove data:

• Information source - Set up Blue to automatically pull data from your institution's local information source and it will update the Blue datasource accordingly.
• Data Sync Tool - Use the Data Sync Tool to update the data from your institution's local information source. The Data Sync tool will synchronize the changes made to the local information source and update the data in Blue. For more information on the Data Sync Tool, consult the following topic: Data Sync Tool (DST) guide
• Manual upload - Manually upload data into your Blue datasource. Here are the steps to do that:

1. Go to Blue Administration Console - Datasources - Datasource List.
2. Locate the datasource and select Edit.
3. Go to the Import/Export tab.
4. Export the datasource and download the file.

5. Open the downloaded file and edit the data. Save the file.
6. Navigate to the Data tab.
7. Locate the data block and select Edit.
8. Upload the file .
9. Go back the Import/Export tab and select Import.

For a more detailed process, please consult the following topics: Add an object datasource, Add a user datasource

Remove a subject from a project

1. Edit the project.
2. Navigate to Subjects - Subject Selection.
3. Filter to find the specific subject you wish to remove and check its checkbox.
4. Select Delete.

When you save the project, raters who fill out evaluations will no longer see that subject.

Remove a secondary subject from a project

1. Edit the project.
2. Navigate to Subjects - Subject Pairing Selection.
3. Filter to find the specific subject/secondary subject pair you wish to remove and check its checkbox.
4. Select Delete.

When you save the project, raters who fill out the evaluation for that subject will no longer see that secondary subject.