About review states

In the InForm application, as many as five form-level customizable states, called review states, are available in the Data Viewer in addition to the standard InForm states. If defined, custom review states can provide users with greater flexibility in tracking the review progress.

Each custom review state has three customizable stages. For example, you can create two custom review states, labeled Medical Review and Data Management Review, each with three stages of Needs Review, Pending, and Reviewed. A custom review state is in one of its three stages at any time. The first stage is the default stage for a defined custom review state.

In the Central Designer application, you can create as many as five review states for a study, each having three review stages. You can perform the same actions on a review state as on other study objects. For example, you can lock, unlock, publish, unpublish, copy, and paste a review state, and you can mark it as a template and copy it from a library into a study.

Additionally, you can write rules that read and set the review stage of a form.

Review states appear in the Review States editor, which is active when you select the Study Information Explorer bar > InForm > Review States folder in the Project Explorer. You define a review state and its review stages in the Review State editor. The annotated study book for a study optionally includes a listing of the review states defined for the study, along with the review stages of each.