Source verify data in the Data Viewer

Show me how to source verify data in the Data Viewer (Video)

Find the data you want to source verify

You can source verify one or more forms at a site, in a visit, or that are assigned a particular state, depending on the granularity of the Data Viewer view you are in when you perform the action. You can also source verify an individual item.

For example:

• To source verify all of the forms at all of your sites at one time, click Review, and then select Summary > Sites.

  If you filter the Summary view to see forms at a specified site, you can source verify all of the forms at that site at one time.

• To source verify all of the forms at one site one form at a time, click Review, then select a cell and click Go to Record Listings to open the Record Listing view.

  If you filter the Record Listings view to see forms at a specified site, you can source verify all of the forms at that site one form at a time.

In all of the Data Viewer views, you can filter to see forms at a specified site, associated with a specific subject, in a specific visit, or assigned a specific form state. You can also filter to see forms that were updated after a specified date, or that were updated since they were assigned a specified custom review state.

1. Source verify one or more forms:
   1. Click Review.
   2. To review started and expected form data organized by visit, select Summary > Visits.
   3. To review started and expected form data organized by site, in the upper-left corner of the Data Viewer, select Summary > Sites.
   4. Filter the page to view the data you want to see.
   5. In the table, select one or more cells that contain data for the form or forms you want to source verify.

      For example, to source verify all Complete forms for the Baseline visit at all sites, filter the page to show all site data, then select the cell in the Baseline row in the Complete column.

   6. At the top of the Data Viewer, from the Source Verification drop-down list (), select Mark item verified or Mark item not verified.
2. Source verify an item:
   1. Click Review.
   2. Optionally, to sort the page by site, in the upper-left corner of the Data Viewer, select Summary > Sites.
   3. To open the Record Listing view:
      1. In the table, select a cell in the Visit, Site, or Country column, or any cell that contains data that you want to see in the Record Listing view.

         For example, if the Summary view is sorted by visit, to open all the forms in the Baseline visit for all sites, select the Baseline cell in the Visit column. To open the Complete forms in the Baseline visit for all sites, select the data cell in the Baseline row and the Complete column.

      2. At the top of the Data Viewer, click Go to Record Listings.
   4. On the left, under Forms, select the form that contains the item or items you want to source verify.
   5. In the table, select the cell with the item's data.
   6. At the top of the Data Viewer, from the Source Verification drop-down list (), select Mark item verified or Mark item not verified.