Comparing two clinical forms

Use this procedure to compare the clinical data for a particular form against a second (same or different) form to see if there are any misalignments or gaps in the data. You can choose to filter the data on either form so that you are viewing only the data for a single subject, site, or visit.

1. Navigate to the Record Listing View in the Data Viewer.

   For more information, see Displaying the Record Listing View.

2. In the Forms pane, single-click the name of the form that you want to compare against another form.

   The data for the selected form appears in the Form Data Table.

3. In the toolbar, from the Open Comparison View drop-down list (), select the form that you want to compare to the currently selected form.

   The Record Comparison View appears. For a description of the fields on this page, see Components—Record Comparison View.

   • The form that you selected in the Record Listing View appears in the top data view panel.

     The top data view panel inherits all current filtering criteria set for the Record Listing View.

   • The form that you selected from the Open Comparison View drop-down list appears in the bottom data view panel.

     The bottom data view panel inherits all current filtering criteria except for the form states.

4. To change the form that appears in either view, use the form name drop-down list in the section header.

   The name of the currently selected form appears as the label for the drop-down list.

5. To filter the data that appears in either view, click the Filter icon () in the section header.

   The Filters dialog box appears. For a description of the fields on this page, see Filters pane—Data Viewer.

   Note: The two data view panels are independent of each other except that when you click a subject number in the top view, the rows in the bottom view are automatically filtered to display data only for the selected subject.

6. To filter the data that appears in either view using clinical data values, click the Filter column data icon () in the section header.

   The Column filter dialog box appears. For more information, see Filtering on clinical data.

7. Do any or all of the following to the data in the top or bottom data view panel:
   • Customize the columns.

     For more information, see Customizing the columns in the Data Viewer.

   • Perform InForm actions (such as freezing, locking, and source verifying) after reviewing the form data.

     For more information, see Overview of performing InForm actions.

   • Export data.

     For more information, see Exporting data to Excel.

   • Navigate to the CRF for the currently viewed data item, by single-clicking the form mnemonic in the Form column.

     For more information, see Navigating from the Data Viewer to a CRF.

8. To close the Record Comparison View and return to the Record Listing View, from the toolbar for either view, click Close Comparison View.

   The Record Listing View appears. The data from the form that appeared in the top data view panel appears.