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Filtering for SV status in the Time and Events Schedule
Sponsor users can filter the Time and Events Schedule of a patient to find forms that have the following source verification status.
- SV Ready
- SV Partial
- SV Complete
These source verification filters can be used in combination with the other filters that appear on both the Case Books list and Time and Events schedule:
- Started
- Incomplete
- Contain queries
- Frozen
- Locked
When you select one or more filters, traffic lights for the forms that match all of your selections appear highlighted. For example, if you select the Frozen and the SV Ready checkboxes, only traffic lights for forms that are both Frozen and SV Ready are highlighted. The traffic light for a form that is SV Ready and not frozen displays as dimmed.
Your filter selections remain in effect as you navigate to Time and Events schedules and forms for different patients, until you log off.
To filter the Time and Events schedule for Source Verification status:
- If the Time and Events schedule is not displayed, do the following:
- In the Navigation pane, click Patients.
- In the Case Books List, click a patient number.
The Time and Events Schedule appears.
- In the Time and Events Schedule, select the checkboxes that represent the status of the forms you want to view.
Traffic light icons that meet the criteria appear highlighted.
