Modifying CRF Tracking Information

Complete the following procedure to modify the CRF tracking information for a site visit.

To modify CRF tracking information

  1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

    • The My Site Visits list in the side pane.

    • The site visit details in the main pane.

  2. Tap a record in the My Site Visits list.

    All the site visit details for the selected record appear.

  3. Update the CRF tracking information as follows:

    1. Tap the down arrow next to CRF Tracking and then select the record that you want to modify.

    2. Tap Attach-CRF to make all the fields in the selected record editable, and then update the fields as required.

  4. Delete CRF tracking information as follows:

    1. Select the record that you want to modify.

    2. Tap Detach-CRF.

      Doing this makes all the fields in the selected record read-only and then deletes all data entered for that record (if any).