Filtering the listing

The Source Verification Listing page displays information about all patients at all sites to which you have access. The information is displayed in a table, with each row representing one form that was used at one visit for a single patient.

You can display only the forms on which you want to perform source verification. The Source Verification Listing includes drop-down lists from which you can choose to display a list of forms for a specific site and patient. You can also filter the list by source verification state, by CRF completion state, and by numerous content and status criteria. You can create and save custom filters.

The table describes the drop-down lists.

Drop-down list	Description
Site	Lists all the sites to which you have access. You can select all sites or choose a specific site.
Patient	Lists patient numbers based on your selection in the Site drop-down list. To display all records from the site(s), select All. To display records for a specific patient, select the patient number.
Filter	Provides additional filters for the patient records that are listed as a result of your selections from the Site and Patient drop-down lists. You can choose any of the following actions: To display all records, leave the Filter drop-down blank (that is, displaying nothing). To choose a Public filter, select its name from the drop-down list. For more information, see Public filters. To modify a public filter or create a custom filter, click Edit. For more information, see Custom filters.

Drop-down list

Description

Site

Lists all the sites to which you have access. You can select all sites or choose a specific site.

Patient

Lists patient numbers based on your selection in the Site drop-down list.

To display all records from the site(s), select All.
To display records for a specific patient, select the patient number.

Filter

Provides additional filters for the patient records that are listed as a result of your selections from the Site and Patient drop-down lists.

You can choose any of the following actions:

To display all records, leave the Filter drop-down blank (that is, displaying nothing).
To choose a Public filter, select its name from the drop-down list. For more information, see Public filters.
To modify a public filter or create a custom filter, click Edit. For more information, see Custom filters.

To use the Site and Patient drop-down lists:

From the Site drop-down list, do one of the following:
- To display a list of forms from a specific site, choose the site name from the list.
  The Source Verification listing displays a list of forms for all patients that are at the site you selected. The Patient drop-down list changes so that it contains a list of patient numbers from that site.
- To display a list of forms from all sites, choose All.
  The Source Verification listing displays a list of forms for all patients at all sites. The Patient drop-down list changes so that it contains a list of patient numbers from all sites.
From the Patient drop-down list, do one of the following:
- To display a list of forms for a single patient, choose the patient number.
  The Source Verification listing displays a list of forms for the patient.
- To list forms for all patients, choose All.
  The Source Verification listing displays a list of forms for all patients at the site or sites you chose in the Site list.
To apply an additional filter to the list of forms that is displayed, make a selection in the Filter drop-down list. You can choose a Public filter or a Custom filter that you created previously.

Public and Custom filters are applied to the list of patient forms that are displayed as the result of your selections in the Site and Patient drop-down lists.

For example, if you select a specific site, then select a patient number 01-003, a list of forms for patient 01-003 appears in the Source Verification listing. If you then select the Not Verified public filter, the list of forms for patient 01-003 is further narrowed to list only those CRFs that meet the Not Verified criteria.

In this section

Public filters

Custom filters