Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

When the Study Monitor logs in, all the records available for review can be found in the Action Items Report. From the Action Item Report, records can be individually selected or bulk reviewed if the study design allows for it. Alternatively, records can be accessed manually from the subject casebooks via the Subject Manager.

Here’s how to access records awaiting review from the Action Items Report:

Expand
titleOn the Web

Reference the annotated image directly below:

Select this

With the applicable review level expanded within the Action Items Report, tap the ‘Go To Form’ link to open

the record and review

it

. Once open, read here for how to review the CRF.
  • Select multiple items to bulk review (study-dependent)

  • Select multiple items to bulk review (study-dependent)

  • Select the subject ID link to open the subject records page in the Subject Manager

  • Image Removed

    directly. If batch process permissions have been provided, there will be checkboxes on the right side of the table, and action buttons available at the bottom.

    To filter for a specific subject, visit or form, use the text search at the top of the table.

    Image Added

    Expand
    titleMobile App

    This functionality can more conveniently be accomplished on the mobile app - also from the Action Item Report or directly from subject records.

    ...