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The Action Item Report, accessible on both the web and mobile app, displays the following categories for the purpose of keeping the study data up-to-date:
Missing Records - Forms which that are required but past the visit schedule window
Forms awaiting reason for change
Forms saved in draft status
Forms containing at least one open query
Forms pending review at the different workflow levels
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The number displayed here will be based on the last time the system updated the table for the study. This is triggered by any user who taps on the missed visits section within the action items and is limited to run/update once per day. For any Any other user who accesses the same report later in the same day would automatically get the current count.
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This list is built dynamically when a user expands the table. For larger studies, the table will show data , but may continue updating the count displayed in the section header. If all records are needed for exporting purposes, wait until the section header indicates the loading is complete.
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Contains open queries
Data changes flagged and awaiting a reason
Forms omitted at a given workflow level based on the form design
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Excluding Forms from Missing
If forms are counted as missing based on a defined visit schedule, there can sometimes be uncommon exceptions which that require that those forms be excluded from the missing count. The action items report allows this to be done.
To exclude forms, check the box next to the record and tap the button below. This function is permission-dependent from on the role security settings.
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