Use review states in the Data Viewer

  1. Click Review.
  2. To assign a custom review state to a visit or all visits for a site, click one or more cells that contain data.

    or

    To assign a custom review state for a form or all forms for a visit:
    • In the table, click a cell in the Visit, Site, or Country column, or any cell that contains data.
    • At the top of the Data Viewer, click Go to Record Listings.
  3. Highlight one or more rows.
  4. At the top of the Data Viewer, from the Review drop-down list (Review drop-down list icon), select the custom review state you want to assign to the selected data.
  5. Optionally, enter a comment (20 characters maximum) that describes the custom review state assignment, and click OK.