Completing/Saving Forms
This article describes the following functions:
Complete and Save the form
Other form tools
Navigating to other forms
Open a subject’s form and complete/save the form as described below. If any errors occur after saving the form, either correct the data to close the error or post a message to the query.
Web Browser Data Entry and Tools
Descriptions for the annotated image above:
Form Name
Page selection
Saving Options - If the Draft Saving option is available, your current data will be saved without performing any checks on the data. This allows you to return later and complete the form. If draft saving is not available, any errors that occur from edit checks will self-close once the data is corrected.
Navigate to other forms
Fields for data entry
After opening a form in the subject’s casebook, the column at the right side of the screen will display current subject/participant information.
Mobile App Data Entry and Tools
When a form is open on the app, Saving can be accomplished via the save button on the upper right corner. If Draft saving is enabled on the study, the draft save icon will display in the toolbar referenced below.
If changes are made on an existing record, a flag will display next to the field to indicate a change reason is required. Tapping on the flag will allow for entering that reason and applying the same reason to other fields if necessary. All records flagged for change reasons will also display in the Action Items Report.
Toolbar Icons
Toolbar Icon | Description |
|---|---|
| Save form |
| Save as Draft (does not run edit checks) |
| Queries List |
| Refresh form |
| Lock all fields which require review |
| Freeze Record |
| Transaction Audit |
| Field Change Audit |
| Mark record as reviewed. Only displays for reviewer users. |
| Configure risk based monitoring |
| Icon Legend |
| Changes made and reason required |
| Current participant information |
| Export to PDF |
| Send sign in info email to participant (Registration form for epro studies only) |
Opening the subject information window will display:
The subject’s pin - This is for ePRO studies only and is permission-dependent
Visit that the current record exists under
Site
Starring date (this is the date from the registration form)
Study version
Visit Schedule cohort (if applicable)
User’s who are assigned for review may see a lock icon next to fields requiring review. Read more here about Monitoring and Field level verification.
User’s with permission to add manual queries will see the add query icon next to every field. Read more here about queries.
Related articles