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Use review states in the Data Viewer

Video icon Show me how to use review states in the Data Viewer

  1. Click Review.
  2. To assign a custom review state to a visit or all visits for a site, click one or more cells that contain data.

    or

    To assign a custom review state for a form or all forms for a visit:

    1. In the table, click a cell in the Visit, Site, or Country column, or any cell that contains data.
    2. At the top of the Data Viewer, click Go to Record Listings.
  3. Highlight one or more rows.
  4. At the top of the Data Viewer, from the Review drop-down list (Review icon. For the selected rows or cells, assigns a custom review state.), select the custom review state you want to assign to the selected data.
  5. Optionally, enter a comment (20 characters maximum) that describes the custom review state assignment, and click OK.
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