Source verifying data on an online form

Note: You can also source verify forms in the Data Viewer. For more information, see Marking records Verified or Not Verified in the Data Viewer.

Note: Form or data changes invalidate source verification. For more information, see How a form change affects source verification.

1. In the source verification view of the form, verify each item for which verification is required.

   Items that require source document verification have deselected checkboxes.

   Note: When you are verifying data for an itemset, one checkbox is used to mark an entire itemset row as source verified.

2. Handle each item as required.

   Source verification actions

   Action	Do this
   Indicate that an item is source verified	For a data item: Select the checkbox in the left column of the row that contains the item. Click the checkmark in the upper-left corner of the form to select all checkboxes at one time. or Click the checkmark to select or deselect a checkbox. Note: If only a few items still require verification when you finish with this form, you can select all boxes and then deselect the checkboxes for those items that still require verification. For an itemset: Select the itemset checkbox. One checkbox marks the entire itemset row as source verified. When a subset of the items or itemsets on a form are marked as critical, an asterisk (*) appears next to the SV checkbox for the items and itemsets. When a form is marked as critical (by the Subject or Form selection process in partial source verification), an asterisk (*) appears next to every SVRequired item or itemset.
   Enter a query	Against an item: Click the query icon in the far-right column of the row. Against an itemset: Click the itemset row number, and then click the query icon for the item.
   Review a comment	On an item: Click the comment icon in the far-right column of the row. On an itemset: Click the itemset row number, and then click the comment icon for the item.
   Review a comment on the form as a whole	Click the form-level comment icon at the upper-right corner of the page.
   Review the audit trail	Of an item: Click the audit trail icon in the far-right column of the row. Of a itemset: Click the itemset row number, and then click the audit trail icon for the item.

3. Click Submit.

   In the Source Verification Listing page, the SV Status entry changes for each form whose source verification state has changed.

   If a form becomes SV Complete, a checkmark appears next to the status icon of the form, in the following places:

   • Source Verification Listing page.
   • Case Report Books page.
   • Time and Events Schedule.

   This checkmark is visible if you are in a rights group with the right to monitor CRFs.