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Selection criteria: CRF Item Listing

Use the report prompt page to select criteria and specify sort options for your report.

For general instructions about how to run a standard report, see:

Note: You must make a selection from the Visits drop-down list before you can access the More Options page or run the report.

For information about data that appears on this report, such as the data source, how data is calculated, and how it is displayed, see Report/Graph page: CRF Item Listing.

Selection criteria

Selection criteria

Selection criteria

Action

Countries

To report on specific countries, select their names from the list. Then, click Update to update the Sites list.

Sites

To report on specific sites, select their names from the list. Then, click Update to update the Visits list.

Visits

Select a visit from the list.

Limit to forms that are

To filter the report to include only items in specific states, select one or more of the following options:

  • SV Ready—Forms are considered if they are marked SV Ready, and are selected for source verification.
  • Not SV Complete—Forms are considered if they are neither source verified nor partially source verified.
  • Partially SV Complete—Forms are considered if they are marked Not Complete , and are selected for source verification.
  • SV Complete—Forms are considered if they are marked Complete.
  • Frozen—Forms in a frozen state are considered.
  • Signed—Forms that are signed are considered.
  • Locked—Forms that are locked are considered.
  • SV Selected—Forms that are selected for source verification are considered.

For all states related to source verification:

A form has been selected for source verification if one of the following is true:

  • The form contains one or more critical items.
  • The form is on the Critical Forms list.
  • The subject with which the form is associated is in the SV Pool.

The resulting report includes items in all form states you select. If you leave all checkboxes blank, the report includes all applicable forms.

Limit to items that are

Select one or more options to filter the report to include only items that are:

  • Required—Items that are marked required are considered.
  • SV required—Items marked SV Required are considered.
  • With queries—Items that have open queries against them are considered.
  • With comments—Items that have comments against them are considered.
  • Unverified—Items that are not yet source verified are considered.
  • Verified—Items that are source verified are considered.
  • No longer verified—Items that were modified after source verification was done and for which the source verification for the changes is not complete are considered.
  • Empty—Items that have no data are considered.
  • Modified—Items that were modified after initial data entry are considered.
  • Filled—Items that have data are considered.
  • SV Selected—Items that are selected for source verification. An item has been selected for source verification if one of the following is true:
    • The item is marked SV Required and SV Critical.
    • The form on which the item exists is on the Critical Forms list.
    • The subject with which the item is associated is part of the SV Pool.

The resulting report includes data for only the types of items you select. If you leave all checkboxes blank, the report will include all applicable items.

Date last modified date range

Specify a From and To date by entering dates or by using the calendar icons to select the date range to include in your report.

The resulting report includes data for items that were last modified within the specified date range.

Default: Current date

Note: To include all available options in the report, leave the optional selection fields blank; that is, do not select any individual options from the drop-down lists. For the best performance, do not select any optional filters.

Sort options

Sort options are: None, Site, Subject Number, Visit, Form, Item Question, Form Dates–SV Ready, Form Dates–Frozen, Form Dates–SV Complete, Form Dates–Signed, Form Dates–Locked, Item-Verified, Item–SV Required, Item–Required, Item–Has Query, Item–Has Comment, Item–Original Value Date, Item–Data Change User, Item–Data Last Modified.

Use the Sort drop-down lists to change any of the default selections.

Sort options

Sort

Default selection

First level

Site

Second level

Subject Number

Third level

Visit

Fourth level

Form

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