Contents

Configuring corrections to subject information Roadmap: Configuring corrections to subject information Types of corrections you can configure Configuring subject data edits Subject data edits described The process of configuring subject data edits Identifying data entry fields in AppBlock Designer Authorizing subject data edits Identifying editable fields and permissions Configuring rollbacks Visit rollbacks described The process of configuring rollbacks Authorizing and setting approvals for rollbacks Configuring drug reallocation Drug reallocation described The process of configuring drug reallocation Authorizing and setting approvals for drug reallocation Configuring visit windows Visit schedule configuration elements described The process of configuring visit windows Setting approver permissions for out-of-window visits Authorizing and setting approvals for out-of-window requests Setting the Do Not Dispense (DND) date Configuring out-of-age approvals The process of configuring out-of-age approvals Authorize and configure out-of-age approvals Setting approver permissions for out-of-age approvals Setting the number of days between approval reminders Setting up roles and permissions Roadmap: Roles and permissions Setting up roles Adding a new role Recommendations for roles managed Editing an existing role Deleting a role Setting up permissions Assigning a permission to a role Roles and permission matrix Phone access Setting up the phone menu in IRT Managing email notifications Subscribing a notification type by role Setting up a distribution list for subscriptions Subscribing a notification type by user Resending a notification Managing customizations and integrations Managing the InForm setup InForm integration with IRT Setting up InForm to receive data Managing custom menu items Adding a new menu section to the Home menu Adding a new menu item to the Home menu Editing menu section details Editing menu item details Testing and support Monitoring logs and system records AppBlock logs Viewing an AppBlock log Exporting an AppBlock log Diagnostic log Viewing the Diagnostic Log Audit History Viewing the audit history Exporting the audit history Verifying system configuration Verifying the system configuration Updating your contact information Running scheduled tasks Scheduled Tasks Running a scheduled task Page descriptions Home: Page descriptions Home tab Contact Information page Notifications page Configurations menu: Page descriptions Configurations menu General Configuration page Transaction Configuration page Manage Permissions page Manage Roles page Manage Visit Schedule page Manage Notification Delivery Admin menu: Page descriptions Admin tab View AppBlock Logs page View Diagnostic Logs page Notification Subscriptions page Manage InForm Setup page Study Configuration Variables page Verify Configuration page Run Scheduled Task page Audit History View page Manage Custom Menu Items page