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While monitoring

You can freeze or lock multiple forms in one action from the Source Verification Listing page. Similarly, you can unfreeze or unlock a form that previously was frozen or locked.

To do any of these actions:

  1. In the Navigation pane, click Monitor.

    The Source Verification Listing page appears.

  2. Optionally, filter the list of patient forms.

    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. For more information, see Filtering the Source Verification listing.

    To display entries for a

    Select from the

    Site

    Site list

    Patient

    Patient list

    Source verification status (partially verified, completely verified, not verified, ready for verification, not ready for verification)

    SV Status list

    CRF data entry status (complete, missing data, missing data and queries, queries, frozen or not frozen, locked or not locked)

    CRF Status list
  3. Select the checkbox on the left of each form you want to freeze or lock.
  4. Do one of the following:
    • To freeze or lock the forms—Click Freeze or Lock.
    • To unfreeze or unlock the forms—Click Unfreeze or Unlock.
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