Completing the Initial Log-In

To complete the Initial Log-In window:

1. Complete the Patient field, using the list of values (LOV) if you want.

   When you complete the Patient field first, the system will automatically complete the Investigator and Site fields, if the patient is enrolled.

   Depending on the value of the Unrolled Patient Alert setting, the system may present a warning window if the patient is not enrolled.

2. Complete the remaining unfilled fields.
3. Change any populated fields that are incorrect for the situation.

   You should be able to change data in any field, unless the field has been protected from updating. If this is the case and you must change the entry, talk to your supervisor.

4. Select Save or Next Block, or tab out of the final field, to initiate the validation process.

   The header should successfully validate unless you have failed to complete a mandatory field or if the information you entered duplicates other RDCIs in the system. For additional information on these situations, read the section If Your Header Information Fails to Validate.

   After the header information validates successfully, one of the following things happens:

   • A RDCM window appears directly below the header.

   • An associated DCM window displays in the area below the header.

   • The window clears in preparation for a new entry.

Each of these options is described separately. If the third choice occurs, complete all the required header fields, then move to first-pass entry.