Create a flag

  1. Click Shows a computer monitor Navigation from the navigation bar and then click Administration.
  2. Click the Flags tab.
  3. Click the Icon is a plus sign.Add icon.
  4. Enter values:
    • Name: Enter the text you want to appear in the user interface.

    • Description: The description is not displayed anywhere but here.

    • Categories (Required) Select a category. The flag can then be assigned to records in the data model type the category is assigned to. See Create categories for flags, discrepancies, and validation checks.

    • Subject Visit Flag Select this option if the flag is to be applied to records in the Subject Visit table to track subject visit status. Leave it deselected if the flag is to be applied to clinical data records.

    • User-settable Flag If selected, users and validation checks can assign this flag to records. If not selected, the flag is imported from InForm and cannot be changed in DMW.

    • States: Click the Icon is a plus sign.Add icon to create a flag state.

      • State Name

      • State Description

      • State Priority Select Low, Medium, or High relative to other states of the same flag and other flags, to help data reviewers prioritize their work.

        The Listings page displays an icon for the highest priority flag state currently applied to each record.

  5. Click OK.