Configuring Study for Partial Monitoring (FLSV - Field level source verification)

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Partial Monitoring allows Monitors (or any needed review level) to review/lock fields individually on records. This prevents any data changes on specific fields of a form but leaves the remainder of the form available for a site to complete data entry.

To configure a study for partial record review, follow the steps below:

  1. Open the Study Configuration page, and Workflow tab. Select the "FLSV" checkbox next to any review level that should be capable of partial record review. This will typically only be the first review level or the Monitor review level. 

  2. Define which fields on the forms will support partial review for the role selected above. Any field that should be capable of being individually locked on a form needs to have the property selected as shown below. 

  3. If you want every data field to have this attribute, rather than going through each field individually, there is a link on the lower right side of the page to apply partial monitoring to every field.

 4. Save the form changes

 

Read more about how Monitors or Data Review levels would interact with FLSV-defined fields.

Field Locking performed on forms is tracked in the Field Lock Report.