Undoing Approval of Multiple CRFs

If you unintentionally approve a group of CRFs, you can reverse the action with the Undo Group Approval option. You can undo approval of multiple CRFs simultaneously from the Patient Casebooks page or the Review CRFs page.

The Undo Group Approval option is available only if you have the appropriate privileges, and your sponsor has configured RDC Onsite to allow it.

To undo the approval of a group of CRFs:

  1. Open the Patient Casebooks page or the Review CRFs page.

    • From the Multi-patient casebook page, select one or more patients whose CRFs you need to unapprove. Click the Action menu and select UnApprove from the list.
    • From the Single patient casebook page, select one or more patients whose CRFs you need to unapprove. Click the Action menu and select UnApprove from the list.
    • From the Review CRFs page, select one or more CRFs for which you need to undo the approval. Click the Action menu and select UnApprove from the list.

    Note:

    If the UnApprove option does not appear in the list, either you do not have appropriate privileges, or your sponsor has not configured RDC Onsite for the undo group approval.

    The UnApprove CRFs dialog box opens and displays the following information:

    • The number of CRFs selected
    • The number of patients you selected (if you started with a patient selection from the Multiple Patients View of the Patient Casebooks page.)

    You have the option to include CRFs for this visit only, by checking the check box in the Include section, under the comment text box.

  2. Enter the user name and password that you specify when you log in to the RDC Onsite application.
  3. Enter a comment, if you want.
  4. Click Continue to proceed with undoing the group approval.

    RDC Onsite undoes the approval of the selected CRFs. A dialog box reports when the unapprove operation is complete, and displays the total number of CRFs that were unapproved.

  5. Click Ok to close the dialog box.

    RDC Onsite automatically refreshes the page and updates the approval status of the affected CRF icons.