Create categories for flags, discrepancies, and validation checks
Categories are used for two purposes:
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Labeling Discrepancies Users can filter discrepancies by category.
Create categories to characterize discrepancies (for example, Protocol Violation, Validation Check Not Working, Range or Date Alignment). Categories can also indicate who should review a discrepancy next (for example, Medical Review, DM Review) as an alternative to creating custom actions using APIs with these labels as tags.
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Users can assign a category directly to a discrepancy.
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Users can assign a category to a validation check. The validation check then assigns the category to all discrepancies it creates.
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Flagging Records Categories determine which flags are available to assign to which records. You assign categories to clinical data model types. When you create a flag, you assign a category to it. The flag is then available for users to assign to records in model types assigned to the same category.
Users can assign flags to records and then filter records by flag.
Tip:
To simplify flag creation, include the clinical data model type (Input (InForm), Input (File), and Target) in the name of flag categories.
A discrepancy, validation check, or flag can have only one category assigned at a time. Some categories are created and used by the system and cannot be modified. They have IDs under 100.
To create a category:
Parent topic: Cross-study setup