Toolbar—Data Viewer

Sites button

or

Visits button

The button label changes based on the grouping of the summary data.

• Sites button—Appears when the summary data is grouped by visits.
• Visits button—Appears when the summary data is grouped by sites.

  Note: This option is only available in the Summary View.

Other Views drop-down list

• Visits—Navigates to the Summary by Visits view.
• Sites—Navigates to the Summary by Sites view.
• Time & Events Sch.—Navigates to the Time and Events Schedule.

  Note: This option is only available in the Record Listing View.

Open Comparison View drop-down list

Provides a list of all started forms so that you can pick a form to view in the Record Comparison View.

Note: This option is only available in the Record Listing View.

View Comments icon

Opens the Comments View in a separate window. The comments appear with the currently selected filtering criteria.

Options drop-down list

Provides options to customize the current workspace and column displays.

• Maximize Workspace—Minimizes all panels that appear except for the data table to provide maximum viewing area for the data table.
• Configure Columns—Provides a dialog box to allow you to hide and display the available columns for the current views.
• Show Codes / Show Code Labels (default)—Toggles between showing the labels (default) or the represented codes of the CRF control. This option is only available in the Record Listing View.

  Note: Codes are numeric or alphabetical values that represent the clinical data on the CRFs. For example, 0 represents No, 1 represents Yes, F represents Female, and M represents Male. These codes (0, 1, F, and M) are values that are stored in the database as the clinical data for the CRFs. The code labels (for example, No, Yes, Female, and Male) are metadata used in the display to make it easier to understand the entered value.

• Show Entered Values (default) / Show Normalized Values—Toggles between showing the values entered on a CRF (default) or the corresponding normalized values. This option is only available in the Record Listing View.

  Note: Normalized values are values that are converted from the format (or unit) that was entered for a given item on a CRF to a format that is available based on the study design. For example, the value of a data item can be changed (normalized) from one unit to another (inches to cm or kg to lbs).

• Set SV Settings—Opens the Set SV settings dialog box, from which you can configure Partial SV.

  Note: This option appears if you have the Change Site SV Settings right or the Monitor right. If you have the just the Monitor right, you can view the SV Settings but you cannot not change them.

Excel icon

Opens a File Download dialog box from which you can open or save the data from the current Data Viewer view in Excel spreadsheet format.

Freeze icon

For the selected rows or cells, prevents site users from entering data, editing existing data, or adding comments. A CRF that is frozen allows queries and signatures.

Unfreeze icon

For the selected rows or cells, returns the ability for site users to enter data, edit existing data, or add comments.

Lock icon

For the selected rows or cells, prevents all tasks, except for electronic signatures, from being performed on a CRF.

Unlock icon

For the selected rows or cells, returns the ability to perform all tasks on a CRF.

Go To Record Listings icon

Opens the Record Listing View.

Note: This option is only available in the Summary View after you select a data cell.

Source Verify drop-down list

For forms:

• Mark Verified—For the selected rows or cells, indicates that the data has been compared to data on source documents and has been checked for inconsistencies or errors.
• Mark Not Verified—For the selected rows or cells, indicates that the data does not need to be compared to data on source documents or checked for inconsistencies or errors.

  For items in custom views:

• Mark item verified—For the selected item, indicates that the data has been compared to data on source documents and has been checked for inconsistencies or errors.
• Mark item not verified—For the selected item, indicates that the data does not need to be compared to data on source documents or checked for inconsistencies or errors.

Review drop-down list

For the selected rows or cells, assigns a custom review state.

For more information, see Custom review states in the Data Viewer.

Create Query icon

Opens a dialog box, from which you can create queries for selected items.

Note: This option is only available in the Record Listing View and the Record Comparison View.

View Queries icon

Navigates to the CRF so that you can view any queries for the selected item.

Note: This option is only available in the Record Listing View and the Record Comparison View.