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Create an Audit Trail report
Who uses this report? Sponsor users who cannot access the Reports tab in InForm can generate an Audit Trail report from within CRF Submit.
The Audit Trail report is an item-level audit generated only in .CSV format. It does not include query, comment, signature, and forms status history.
- On any My Requests pages, from the Create Requests drop-down, select Create History Request.
- On the Study Information page, accept the default Request Name (composed of the study name and the current date-time) or enter a different name.
Tip: The Request Name appears on lists of Processing, Completed, Saved, and Deleted requests. The default name is comprised of the study name and the current date-time string concatenated together. The name can contain blank spaces. For example, Mass General Subject Audit History. - Enter a Description (optional), select Audit Trail, and click Next.
- Enter the Request Settings and click Next.
- Headings Language—The language to use for bookmarks, headers, and labels.
- Select Date Range—Enter the date range the report should cover in the From and To fields.
- Selection Criteria—Customize the report by selecting the history to include for each item. Click the right-arrow and move items from the Available List to the Selected List, then click Next.
- Review your settings. You can view your selection criteria. You can also print the settings or go back and change settings.
- Click Submit.
- To create another request, click Yes, Create Another, or to process this request, click No, Go to Processing Page.
- You can monitor the progress on the My Requests - Processing page.
- To update the processing statistics shown, click Refresh.
- To pause processing, select a request checkbox and click Pause. To resume processing, click Resume.
- To cancel the request, select a request checkbox and click Cancel.
When the request disappears from the My Requests - Processing page and moves to the My Requests - Completed page, processing is complete.
- Select the checkbox and click Download.
- Review the output.
The file is in CSV format for import into MS Excel. One ZIP file is created and includes all sites.
