Contents

Basics How do I find information about my study? How do I change my password? How do I reset a forgotten or expired password? How do I log out? Set up the Home page Add a company logo to the Home page Create and organize tabs on the Home page Create and modify sections in a tab on the Home page Upload and modify a document Manage study data and subjects Queries Create a query on an item in the Data Viewer Create a query Close a single query Close multiple queries Reissue a query Change a candidate query to an open query Delete a candidate query Freeze and lock Freeze or lock in the Data Viewer Freeze or lock a form Freeze or lock repeating forms Freeze or lock all forms in a visit Freeze or lock a case report book for a subject Source verification Source verify data in the Data Viewer Source verify data Source verify data for a specific subject Configure Partial SV Subject transfers Transfer a subject View the audit trail for a transferred subject View a subject transfer archive Review the audit trail Review study data in the Data Viewer What can I do in the Data Viewer? Review a summary of started form data Review data for started forms Review a single form for a single subject Reviewing a single form across subjects, visits, or sites Review form details and audit history Compare clinical data on two forms Review comments Review comments for a single form Review comments for all forms Mark comments as reviewed Use review states in the Data Viewer Customize the Data Viewer workspace Filter the data in the Data Viewer Filter by site, visit, state, or date Filter on clinical data Clear a filter Load, save, and delete a filter Customize the columns in the Data Viewer Custom Data Viewer views Create a custom view Display a custom view Delete a custom view Export data to Excel Export data Export comments Run Reporting and Analysis reports Run a standard report Save a standard report with data Run and save an ad hoc report Move a site to a new study version Deploy a study Cancel a scheduled deployment Access and delete the deployment log Generate study completion reports Create a Site Visit report form Complete the regulatory document checklist for a site FAQs Query FAQs Freezing and locking FAQs Source verification FAQs Partial SV FAQs Data Viewer FAQs Subject transfer FAQs Reporting and Analysis report FAQs Audit trail FAQs Automated deployment FAQs Home page FAQs System alert FAQs