Finding CRFs to Perform Custom Reviews

To find the patient CRFs that need a custom review, you can:

• Using a Customized Activities Link on the Home Page
  
• Selecting Patients and Reviewing CRFs
  

Using a Customized Activities Link on the Home Page

In Oracle Clinical Remote Data Capture Onsite (RDC Onsite), you can use the Review non-blank CRFs ready for your_review_type activity link for each type of custom review for which you have the update privilege. This link retrieves all the CRFs with the status Review Required and with no open discrepancies; CRFs intentionally marked blank are not retrieved.

Your sponsor can also customize the Activities links. They can choose to create additional links, define different search criteria for links, rename links, or make some links unavailable. The links available to you depend on how your sponsor customized the RDC Onsite application.

To use the default Activities links to find CRFs for review:

1. Select the activity you want to work with, for example Review non-blank CRFs ready for your_review_type, in the Activities section on the Home page.

2. Optionally modify the search criteria for the Activities link:

   1. Expand the Search pane to view the criteria in effect as a result of selecting the activity.
   2. Click Reset to specify different search criteria, if needed.
   3. Click Search to refresh the page according to your new criteria.
3. Proceed to review CRFs with the status Review Required.

Selecting Patients and Reviewing CRFs

You can select specific patients for review on the Home page, and then navigate to the Review CRFs page to view the CRFs ready for custom review.

To select patients and view CRFs ready for custom review:

1. Open the Home page and expand the Search pane.
2. Specify patient search criteria. For example, you can specify a patient range, patients assigned to a particular casebook (study protocol), or patients with no open discrepancies.
3. Click Search to refresh the patient list according to your criteria.

4. Select one or more patients for review from the Patients list. In order to do this you can click one row and then use the Ctrl + A keys to select all the patients displayed.

   Alternatively, you can click on the table header for the patient icon to select all the patients.

   Note:

   You can use combinations of keys including Ctrl on all supported devices except for iPad.

5. From the Action list, select Multi-Patient View, Single Patient View, or Review CRFs.

   Depending on your selection, the Review CRFs page opens, displaying all entered CRFs for the selected patients, or the Patient Casebooks page opens, displaying all entered and expected CRFs for the selected patients in tabular format. Each row of icons represents data for a single patient. See Using the Patient Casebooks Page for information on navigating in the Patient Casebooks page.

6. Expand the Search pane to specify CRF-level criteria, including CRF status for your review type (such as Review Required or Awaiting Re-review) and others (such as verification status, entry status, or discrepancy status).

7. Click Search to refresh the CRF list after selecting additional criteria.

   To reset your patient selection entirely and specify a different search, click Reset.