Where am I after I log in?

You're on the Home page, which you can configure to display the information that you need for your study.

• Log in.

How can I see the queries that I need to work with?

• Queries page
• Data Viewer Summary view

• Click Queries.

  or

• Click Review.

There is a high number of open queries at one of my sites. How can I see which forms have open queries?

Data Viewer Record Listing view

1. Click Review.
2. Optionally, at the top left corner of the Data Viewer, click Summary > Sites to sort data by site.
3. In the Forms with Queries column section, in the Opened column, click the cell in the site's row.
4. At the top of the Data Viewer, click Go to Record Listings.

How can I see the forms that I need to freeze or lock?

Data Viewer Record Listing view

• Click Review.

How can I see the data that I need to source verify?

• Source Verification Listing page
• Data Viewer Summary view

• Click Monitor.

  or

• Click Review.

How can I override the default system settings for Partial SV for my sites?

Set SV Settings dialog box

1. Click Monitor.
2. Click Set SV Settings.
3. In the upper-right corner, select a site.

How can I see a summarized status of operational data, such as queries, form states, verification states, and custom review states (if defined) for my study?

Data Viewer Summary view

1. Click Review.
2. Optionally, at the top left corner of the Data Viewer, click Sites to sort data by site, rather than by visit.

I noticed an anomaly in some clinical data. How can I see more details?

Data Viewer Record Listing view

1. Click Review.
2. Optionally, at the top left corner of the Data Viewer, click Summary > Sites to sort data by site.
3. Click the cell with the data you want to investigate.
4. At the top of the Data Viewer, click Go to Record Listings.

How many items in my study are marked incomplete, and why?

Data Viewer Comments view

1. Click Review.
2. At the top left, click Reporting > Comments.

How can I compare clinical data such as Adverse Events for two subjects?

Data Viewer Record Comparison view

1. Click Review.
2. Select a cell for data on a form you want to compare.
3. Click Go to Record Listings.
4. On the left, under Forms, select a form.
5. At the top of the Data Viewer, from the Open Comparison View drop-down list (), select a form that you want to compare the selected form to.

How can I run reports for my study?

Data Viewer

or

Reporting and Analysis module

Data Viewer:

1. Click Review.
2. At the top left, click Summary, and then an option.
3. Click Reporting, and then an option.

    

   Reporting and Analysis module:

• Click Reports.

How can I move my site to a new study version?

Deployment page

• Click Deployment.

How can I generate study completion reports for my study?

Source Verification Listing page

1. Click Monitor.
2. On the left, click:
   • SV Report
   • Visit Reports
   • Reg Docs