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Source Verification Listing page

The Source Verification Listing page displays information about all subjects at all sites to which you have access. The information appears in a table, with each row representing one form at one visit for a single subject. The Source Verification Listing page displays each instance of a repeating form as a separate row. The number of the instance is added to the name of the form; for example, AE[1], AE[2].

Note: Only forms that require source verification, and forms that contain critical items that require source verification appear on the Source Verification Listing page. In all other areas of the InForm user interface there is no filtering of forms based on the Requires SV form state. To view any forms not selected for SV, you can navigate to the desired forms through other parts of the user interface, such as the Time and Events Schedule and Case Report Books page.

To make it easier to find specific forms, the Source Verification Listing includes drop-down lists from which you can choose to display a list of forms for a specific site and subject. You can also filter the list by source verification state, CRF completion state, and additional content and status criteria. You can create and save custom filters.

The Source Verification Listing page displays a summary of the CRFs for each subject. Each icon provides a detailed form state for a single form. Use the hover Help for a description of each icon.

Use the Source Verification Listing page to:

Fields

Source Verification Listing page

Field

Description

Subject filter

Filters the information on the page based on the subject.

Filter filter

Provides additional filters for the subject records that are listed as a result of your selections from the Site and Subject filters. You can choose any of the following actions:

  • Leave the Filter drop-down list blank to display all records.
  • Select a public filter to display records based on CRF completion status. For example, Not Complete, Not Verified, Ready to Verify.
  • Click Edit to modify a public filter or create a custom filter.

Edit

View details on the filter criteria.

Set SV Settings button

Opens the Set SV settings dialog box, from which you can configure partial source verification.

Note: This button 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.

Site filter

Drop-down list of all the sites you have access to.

X

A column of checkboxes allows you to select one or more forms and perform a group freeze, unfreeze, lock, or unlock on them by clicking the appropriate button in the lower right corner of the page.

CRF Status

CRF completion status. The status icons are the same as in the case report book.

Site

Drop-down list of all the sites you can access.

Subject

Subject number and initials for all subjects based on your selection in the Sites filter.

  • Select All to display all records from the site(s).
  • Select the Subject Number to display records for a specific subject.

Visit

Visit name.

CRF

Form abbreviation (mnemonic). Click the link to display a source verification view of the form.

SV Status

Source verification status.

Comments

Icon to indicate that form or item-level comments exist. Click the icon to view the comments.

Buttons

Source Verification Listing page

Button

Description

Page selector

A multi-part control that is located on the bottom-left of the content pane. Click different parts of the control to move through the pages of forms in the Source Verification Listing.

Freeze / Unfreeze

The buttons in the lower right corner of the page allow you to freeze or unfreeze the selected forms.

Lock / Unlock

The buttons in the lower right corner of the page allow you to lock or unlock the selected forms.

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