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Source verifying data on an online form

To perform source verification:

  1. In the source verification view of the form, verify each item for which verification is required. Items that require source document verification have a checkbox and are deselected.

    Note: When you are verifying data for an itemset, one checkbox is used to mark an entire itemset row as source verified.

  2. Handle each item as required, as described in the table:

    Action

    Do this

    To indicate that an item is source verified
    • For a data item: Select the checkbox that is located in the left column of the row that contains the item.
      • To select all checkboxes at once, click the checkmark that is located at the upper-left corner of the form.
      • To deselect a checkbox, click the checkmark.

        If only a few items still require verification when you finish with this form, you can select all boxes, then deselect the checkboxes for those items that still require verification.

    • For an itemset: Select the checkbox. One checkbox marks the entire itemset row as source verified.

    To enter a query
    • Against an item: Click the query icon that is located in the far-right column of the row. Items for which there are queries have a yellow query icon.
    • Against an itemset: Click the itemset row number, then click the query icon for the item you want.

    To review a comment
    • On an item: Click the comment icon that is located in the far-right column of the row.
    • On an itemset: Click the itemset row number, then click the comment icon for the item you want.

    To review a comment on the form as a whole
    • Click the form-level comment icon that is located at the top-right corner of the page.

    To review the audit trail
    • Of an item: Click the audit trail icon that is located in the far-right column of the row.
    • Of a itemset: Click the itemset row number, then click the audit trail icon for the item you want.
  3. Click Submit.

    In the Source Verification listing, the SV Status entry changes for each form whose source verification state has changed. If a form becomes SV Complete, a checkmark appears next to the traffic light icon of the form, in the following places:

    • Source Verification Listing.
    • Case Books Listing.
    • Time and Events Schedule.

    This checkmark is visible if you are in a rights group with the right to monitor CRFs.

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