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The final step in setting up a study to support a risk-based monitoring model is to define the rules.

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  1. Tap the lock icons next to any of the fields on the form that need to be Monitored. 

Green = enabled (Monitor will review). 

Red = disabled (Monitor will not review)

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To define and save the new rule, indicate a starting date and which forms the rule will apply to, and then define which subject and record(s) the rule is for. Note:

The starting date for the rule is compared to the visit/transaction date on the form, not the current date when Monitoring takes place.

The following are the rules that can be applied:

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