Sign at the form level

If your study requires you to sign data for forms then you must perform this task to ensure that the data is accurate.

Before signing off at the form level:
  • You need the Approve and sign subject data permission to sign a subject's data.
  • If changes are made to signed data, the data becomes unsigned and requires re-signing.
  • Be aware that it may take up to 60 minutes for signature request details to become available once form data has been entered.
To sign one or multiple forms:
  1. On the Home page, determine where to work. For more information, see Access study modes and pages.
  2. Along the top, make sure Subjects is selected.
  3. Filter your view appropriately to see the subjects that require a signature. For more information, see Filter subjects in a study.
  4. In the subjects list, locate a subject, and select the checkbox to the left of the subject.
  5. On the Signature Request sidebar, select Sign for one or multiple forms that require your signature.
    The system opens the Visit page.
  6. On the Signature Request sidebar, click Select for one or more forms that require your signature.
  7. Select one of the following:
    • Sign
    • Sign & Close.
  8. Perform one of the following:
    • If you're signing one form, or multiple forms with an identical affidavit, read the affidavit in the Sign dialog.
    • If you're signing multiple forms with unique affidavits, read the affidavit for each form in the Affidavits List in the Sign Data dialog.
  9. Acknowledge the affidavit by entering your Username and Password, then select Sign.