Components—Summary View

1

Toolbar

Provides centralized options in menu format for the actions you can perform on the data in the Summary Data Table. For more information, see Toolbar—Data Viewer.

The options that appear in the toolbar vary depending on the current view. Options that are not available for the current view are not visible; options that are not applicable to the current selection(s) are disabled.

2

Filters pane

Provides options to filter the data that appears in the Summary Data Table. For more information, see Filters pane—Data Viewer.

This pane collapses to maximize the viewing area for the main data portion of the page.

3

Summary Data Table

Displays summary data counts for queries, form states, source verification states, and custom review states (if defined) grouped by visits or sites, for the data you have the rights to view.

• The counts of various states for each visit or site appear in a separate row.
• Each count indicates how many form instances have the specific state.

  For example, the count of open queries is the count of how many individual form instances have open queries. It is not a summary count of the number of open queries for all instances of a form.

• The states are existing InForm states, such as form completed or locked, as well as any defined custom review states.
• The header columns show the total counts of each state for the records you have the rights to view across the entire study.
  • The counts are limited to the data you have the rights to view.

    For example, if you have the rights to see 5 of 20 sites in the study, the totals in the header are for the 5 sites to which you have access.

  • The counts are subjected to the selected filter criteria but are not limited to the current page.

    For more information, see Summary Data Table—Summary View.

Site

The site mnemonic.

The column is locked in place so that it remains visible when you scroll to the right.

Country

The country in which the site is located.

The column is locked in place so that it remains visible when you scroll to the right.

Forms with Queries columns

Number of candidate, opened, answered, and closed queries.

Form State columns

Number of forms in the following states: Not Complete, Complete, Frozen, Locked, and Not Done.

Source Verify columns

Source verification status.

• Target Rate —The SV Target Rate for the specific site. This is the percentage at which you want subjects to be selected for source verification after the initial subjects are verified. You enter this value in the Subject selection rate after initial subjects field in the Set SV settings dialog box.

  Note: This column appears only when viewing summary data that is grouped by sites.

• Not Verified —The number of forms that have not been verified and are either associated with a subject in the SV Pool or listed in the Critical Forms list.
• Not Complete —The number of forms that are partially source verified (that is, all items marked SV Required during the study design have not been verified) and are either associated with a subject in the SV Pool or listed in the Critical Forms list.
• Verified —The number of forms that have been verified (that is, all items marked SV Required during the study design have been verified) and are either associated with a subject in the SV Pool or listed in the Critical Forms list.
• % Verified —The percentage of started forms that have been verified, rounded to 1 decimal point, calculated as: Verified / (Not Complete + Not Verified + Verified).

  Note: This column appears only when viewing summary data that is grouped by sites.

• Selected —The number of forms selected for source verification by critical subject, form, or item selections.

Custom Review State columns

Status for the custom review states. Up to five custom review states may be defined.

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