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Accessing the form from a case book

You can perform source verification on forms that you have accessed by navigating from the Case Books List, Time and Events schedule, or patient visit.

If your trial is configured to allow it, you can display the forms in SV continuous navigation mode. You can navigate to any of the forms in the Case Book or Time and Events schedule. All of the forms are displayed in source verification view. On each form, every item that requires source verification appears with a checkbox in the left column.

SV mode remains enabled until you disable it by clicking Disable SV Mode, or until you log off.

Note: For you to be able to use this feature, your trial must be configured by the trial administrator to allow SV Continuous Navigation mode.

To access the Source Verification view of the form:

  1. In the Navigation pane, click Patients.
  2. In the Case Books List, display the CRF on which you want to perform source verification, by doing one of the following:
    • Click a traffic light that represents the patient visit whose forms you want to source verify.
    • To display the Time and Events schedule for a patient, click the patient number. Optionally, you can filter the display for source verification status. Then click the traffic light that represents the appropriate visit and form.
  3. Follow the instructions in the table, based on the button that appears in the Content-specific pane.

    Button

    To access the source verification view

    Enable SV Mode
    1. Click Enable SV Mode.

      The text of the button changes to Disable SV Mode

      On the form, each item that can be source verified appears with a checkbox in the left column.

    2. Source verify the form. For more information, see Source verifying data on an online form
    3. Click Return.
    4. Click a traffic light icon that represents the next form on which you want to perform source verification.

      The form appears with checkboxes for source verification.

    Verify
    1. Click Verify

      The source verification view of the form appears.

    2. Source verify the form. For more information, see Source verifying data on an online form
    3. Click Return.
    4. Click a traffic light icon that represents the next form on which you want to perform source verification.

      The monitor view of the form appears.

    5. Click Verify.

To disable SV mode:

In this section

Filtering for SV status in the Time and Events Schedule
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