Selection criteria: CRF Status Summary by User

Rights Groups

Select the rights group or groups used for CRAs that are primary in your study. Then, click Update to update the Users list.

Users

To report on specific users, select them from the drop-down list. Then, click Update to update the Sites list.

Sites

To report on specific sites, select the names of the sites from the list.

Expected forms for

Select the clinical forms (forms that have a type of CRF) that are expected to appear.

• All forms —All expected forms are considered.
• Scheduled visits —Expected forms that appear in scheduled visits are considered.
• Scheduled or started visits —Expected forms that appear in scheduled or started visits are considered. A started visit is a visit in which at least one non-common expected form is started.
• Scheduled or started visits to date —Expected forms that appear in visits that are scheduled to start or have been started by the date the report is run are considered.
• Scheduled visits or started forms to date —Expected forms for which either of the following is true are considered:
  • The forms appear in visits that are scheduled to occur by the date the report is run.
  • The forms have been started by the date the report is run.

Limit to forms with

Select one or more options to filter the report to include only forms with:

• Required items —Forms that have items that are marked required are considered.
• SV required items —Forms that have items for which source verification is required are considered.
• Outstanding queries —Forms that have open or answered queries against the form items are considered.
• Comments —Forms that have either form level or item level comments are considered.

If you leave all checkboxes blank, this prompt is not applied. In that case, the results are determined by your selections in the previous prompts.

If one or more checkboxes are selected, the counts are limited by the selection(s) in this prompt. Most likely, this results in decreased counts. For example, selecting both Required items and SV required items limits the report results to only those forms that have both required items and SV required items.

First level

Rights Group

Second level

User Name

Third level

Site Mnemonic