Form Status

Source Document Reviewed (SDV)

User can mark a patient, visit, form, or item as reviewed against a source document by selecting the Mark SDV icon on the Patient Summary page.

For more information, see Marking and unmarking a patient, visit, form, or item as reviewed.

Remove Source Document Reviewed (SDV)

User can unmark a patient, visit, form, or item as reviewed against a source document by selecting the Unmark SDV icon on the Patient Summary page.

For more information, see Marking and unmarking a patient, visit, form, or item as reviewed.

Freeze

User can freeze a patient, visit, form, or item by selecting the Freeze icon on the Patient Summary page. Users can still issue queries for frozen patients, visits, and forms.

For more information, see Freezing and unfreezing data on the patient, visit, form or item level.

Unfreeze

User can unfreeze a patient, visit, form, or item by selecting the Unfreeze icon on the Patient Summary page.

For more information, see Freezing and unfreezing data on the patient, visit, form or item level.

Mark DM Reviewed

User can mark a patient, visit, form, or item as reviewed by a data manager by selecting the Mark DM Reviewed icon on the Patient Summary page.

For more information, see Marking and unmarking a patient, visit, form, or item as reviewed.

Unmark DM Reviewed

User can unmark a patient, visit, form, or item as reviewed by a data manager by selecting the Unmark DM Reviewed icon on the Patient Summary page.

For more information, see Marking and unmarking a patient, visit, form, or item as reviewed.

Mark for Remote Review

User can mark a patient, visit, form, or item as reviewed remotely by selecting the Mark for Remote Review icon on the Patient Summary page.

For more information, see Marking and unmarking a patient, visit, form, or item as reviewed.

Remove Remote Review

User can unmark a patient, visit, form, or item as reviewed remotely by selecting the Remove Remote Review icon on the Patient Summary page.

For more information, see Marking and unmarking a patient, visit, form, or item as reviewed.

Lock Status

User can lock a patient, visit, form, or item by selecting the Lock icon on the Patient Summary page. Locked objects cannot be modified or signed.

For more information, see Locking and unlocking data on the patient, visit, form, or item level.

Unlock Status

User can unlock a patient, visit, form, or item by selecting the Unlock icon on the Patient Summary page.

For more information, see Locking and unlocking data on the patient, visit, form, or item level.

Sign Object

User can sign the selected patient, visit, form, or item by selecting the Sign icon on the Patient Summary page.

For more information, see Signing and unsigning at the patient, visit, form, and item levels.

Unsign Object

User can unsign the selected patient, visit, form, or item by selecting the Unsign icon on the Patient Summary page.

For more information, see Signing and unsigning at the patient, visit, form, and item levels.

Create Manual Query

User can create a manual query by selecting the Create Query icon on a form.

For more information, see Issuing a manual query.

Intentionally Left Blank

User can skip a visit, form, or item and revisit it later.