Form Status (Record Status) and Record Type Definitions

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When extracting data or building reports in the Report Builder, each record contains a type and a status.


Record Type:

1 = Final Record

2 = Draft Record

3 = Auto-Validate Record (test records)

 

Form Statuses:

1 - Saved No Errors 

2 - Saved With Errors 

3 - User-defined review levels. See transaction values below.

4 - Form Locked 

5 - Form Saved as Draft 

 

Form Transactions:

  • 1 = Saved Final without errors - Record Inserted Without Errors

  • 2 = Saved Final with errors - Record Inserted with Errors

  • 3 = Record updated without errors

  • 4 = Record updated with errors

  • 5 = Record Unlocked

  • 6 = Saved as a draft

  • 7 = Unlocked by edit check during migration

  • 8 = Manually frozen

  • 9 = Manually thawed

  • 10-19* = User-defined review levels

    • Bypassed review level status examples:

      • 10 = If this is review level 1, then add 10 (20) to get the same level of review when the record is bypassed

      • 11 = If this is Review level two, then add 10 (21) to get the same review level when the record is bypassed

  • 100 = Record deleted

  • 101 = Record Undeleted

  • 102 = Record Lock Broken - Migrated computed field

  • 103 = Record updated because of computed field change during migration

  • 104 = Subject Migrated to a new version

  • 110 = Record resolved with DDE

  • 111 = DDE resolution undone

  • 120 = Record inserted without errors on a handoff

  • 121 = Record inserted with errors on a handoff

  • 122 = Record updated without errors on a handoff

  • 123 = Record updated with errors on a handoff

  • 124 = Record saved as a draft on a handoff

  • 150 = Record inserted from import

  • 151 = Record updated from import

  • 160 = Table rows inserted from web service

  • 161 = Table rows updated from web service

  • 170 = Table Row deleted

  • 180 = Medical code field updated by the medical coder

  • 190 = Record updated with an inventory item

*10-19 are reserved for the study designer to use in the study configuration review workflow. These identify the review level status. The final review level would be a record that has gone through all stages of the record lifecycle.

Example:

10 = Monitor Review

11 = Data Manager Review

12 = Investigator Review