Assigning a custom review state

Note: You cannot assign custom review states to custom views.

1. Navigate to the Summary View, Record Listing View, or Record Comparison View in the Data Viewer.

   For more information, see:

   • Displaying the Summary View.
   • Displaying the Record Listing View.
   • Displaying the Record Comparison View.
2. Click in one or more data cells in the data table to highlight the records.

   The level of records (visit or form) that are available to be assigned a custom review state depends on the view you select.

   • Summary View—Visit or site level.

     Assigning InForm states to records in the Summary View requires that you select one or more cells that contain summary counts, and then click the appropriate icon in the Data Viewer toolbar.

     • The InForm state is applied to all the records represented by the counts in the selected cell(s).
     • You can use the Filters pane to apply the subject filter in the Summary View, or to assign states to a single subject or to multiple subjects across CRF types.
   • Record Listing View—Visit and form level.
   • Record Comparison View—Visit and form level.

   In the Record Listing View or the Record Comparison View, you can click on one or more rows to highlight the rows, and then select the appropriate custom review state from the Review drop-down list in the Data Viewer toolbar.

   For example, when you are reviewing data in the Record Listing View, you can assign a custom review state to a selected form, or all forms under selected visits.

3. In the toolbar, from the Review drop-down list ( ), select a custom review state.

   The Assign review state dialog box appears.

4. Optionally, enter a comment (20 characters maximum) that describes the custom review state assignment, and click OK.

   The custom review state comments, which are different from other form or item comments on a CRF, appear in a column in the Record Listing View and the Record Comparison View.

   Note: A progress indication appears. An error message appears if there are any failed actions.