Contents

Basics How do I find information about my study? How do I change my password? How do I reset a forgotten or expired password? How do I log out? Set up the Home page Add a company logo to the Home page Create and organize tabs on the Home page Create and modify sections in a tab on the Home page Upload and modify a document Manage study data and subjects Queries Create a query on an item in the Data Viewer Create a query Close a single query Close multiple queries Reissue a query Change a candidate query to an open query Delete a candidate query Freeze and lock Freeze or lock in the Data Viewer Freeze or lock a form Freeze or lock repeating forms Freeze or lock all forms in a visit Freeze or lock a case report book for a subject Source verification Source verify data in the Data Viewer Source verify data Source verify data for a specific subject Configure Partial SV Subject transfers Transfer a subject View the audit trail for a transferred subject View a subject transfer archive Review the audit trail Review study data in the Data Viewer What can I do in the Data Viewer? Review a summary of started form data Review data for started forms Review a single form for a single subject Reviewing a single form across subjects, visits, or sites Review form details and audit history Compare clinical data on two forms Review comments Review comments for a single form Review comments for all forms Mark comments as reviewed Use review states in the Data Viewer Customize the Data Viewer workspace Filter the data in the Data Viewer Filter by site, visit, state, or date Filter on clinical data Clear a filter Load, save, and delete a filter Customize the columns in the Data Viewer Custom Data Viewer views Create a custom view Display a custom view Delete a custom view Export data to Excel Export data Export comments Run reports Run a report Move a site to a new study version Deploy a study Cancel a scheduled deployment Access and delete the deployment log Generate study completion reports Create a Site Visit report form Complete the regulatory document checklist for a site FAQs Query FAQs What types of queries can I work with? Why can't I see a query that I expected to see? How can I find answered queries that I need to close? Freezing and locking FAQs What is freezing? What is locking? How can I tell when something is frozen or locked? Why can't I see the freeze or unlock options? Why are some forms in a locked visit unlocked? Source verification FAQs Where do I go to verify a form or item? How can I see the SV status of all of the subjects at my sites? What are the available SV states? What does it mean if a form is Verified? What if someone changes data that was already source verified? A subject at my site has locked forms. Can I still require source verification of that subject's data? Partial SV FAQs What is partial SV? If I use Partial SV settings, can I source verify more than is required? How does Partial SV subject selection work? If I decrease my SV Target Rate, how does InForm choose which subjects to remove from the SV Pool? I imported a subject list, and then configured my Partial SV settings so that the first 5 subjects are source verified. Why isn't the data for my imported subjects marked as SV Required? What's the difference between excluding a subject from source verification and deselecting a subject for source verification? Do my Partial SV settings automatically recalculate? When I transfer a subject, is the subject assigned to the same Partial SV Pool at the new site? What is a critical form, and why would I mark a form as critical? What is a critical item and why would I mark an item as critical? Can I mark an item in an itemset as critical? What if the item I want to mark critical isn't listed in the Set SV Settings dialog box? How can I tell if an item is critical? I marked an item as critical for all forms, but I want to change it so that it's only critical for a subset of forms. Can I do that? Why do I see more items in the Set SV Settings dialog box than on the actual forms? Data Viewer FAQs What are the Data Viewer views, and what can I do in them? What reports are available in the Data Viewer? What tasks can I perform in the Data Viewer? I can create queries on some items, but not on others. Why? Why do the state counts for my study seem higher than I expected? What does the Updated Since Date filter do? What are custom views and why would I use them? How much data can I include in a custom view? What happens when I add an itemset to a custom view? What happens when I add a repeating form to a custom view? Can I create a custom view with forms from different repeating visits? Can I change the state of a form from a custom view? How can I see the audit history for an item in a custom view? What are custom review states, and why would I use them? Is there an audit trail for custom review states? Custom review states aren't set up for my study, but I want to use them. What should I do? Subject transfer FAQs Which subjects can be transferred? Can I transfer more than one subject at a time? Can I transfer a subject with outstanding queries, outstanding required signatures, or forms that are not source verified? Why did my subject transfer fail? Can I still see subject data if I transfer a subject? Audit trail FAQs What information is available in the audit trail? Who can see the audit trail? Can I report on audit trail data? What information about Partial SV is available in the audit trail? How does the audit trail date/time conversion work? Automated deployment FAQs What is automated deployment? What should I do before deploying a study? What is the deployment log? Home page FAQs What is the Home page? Do I need to use the Home page? Can I delete a tab? How many tabs can I create? How can I organize the content of the tabs? What document file types can I upload to the tabs? Where can I find a history of the documents I upload? Can I restrict access to a document? System alert FAQs What is a system alert? I know I have a site with an invalid time zone. Why can't I see the list of open time zone alerts?