Overview of performing InForm actions

In the Data Viewer, you can perform some standard InForm actions, such as freezing, locking, and source verifying. For more information, see InForm actions available in the Data Viewer. You can perform these InForm actions, if you have the rights to do so, in all Data Viewer views except the Comments View.

Note: Because custom views are created from multiple clinical forms, form-level actions such as freezing, locking, and assigning custom review states are not available for custom views. You can, however, perform item-level actions such as source verifying items in custom views.

You can perform the available actions on a single record, or multiple records at one time. If you select multiple records and any of them have a condition that make the request invalid, an appropriate warning or error message appears, but it does not prevent the whole request from being completed. Records that process successfully are updated and saved to the database. If an action is not successful (for example, you perform a lock action on a record that is already locked), a notification message appears and the record is not changed.

You can also:

• View the InForm states that are applied to items that appear in the Data Viewer.

  For more information, see InForm states used in the Data Viewer. The Data Viewer summarizes the form counts of individual states and presents them as summaries.

  Note: The InForm states that the Data Viewer displays follow the same computations currently used in the Reporting and Analysis module.

• Assign up to five custom review states, if defined.

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