Transcript:

• Validations are pre-programmed edit checks that show messages to the data entry users. 
• While navigating through the study forms, you can check if such validations have been activated. 
• These appear as banners attached to a field for which they were programmed. 
• There are three types of validations that can be active
• 1. A ‘message’ type, conveying information to the user
• 2. A ‘warning’ type, warning the user
• 3. An ‘exclusion’ type, when the entered data does not meet inclusion/exclusion criteria
• When the exclusion validation is active, further data entry or navigation between steps is not possible.
• To easily review all active validations triggered for a particular record, simply open the tab Monitoring and navigate to the sub-tab Validations
•  Click the eye icon to quickly access the field which has triggered this particular validation
• All active validations for all records are available in the general Monitoring tab which will be discussed in one of the upcoming lessons
• Another type of validation - ‘Error’ - will not save the data which doesn’t meet the data validation criteria
• A red outlined message can be used to indicate data has been entered that is not accepted or wrong. 
• When the error message type is displayed, the data for that field is not saved.
• This means that a subsequent field cannot be dependent on a value that would trigger the 'Error' message
• For some fields,, the study admin can set up upper or lower limits without setting the data validation message
• In this case if the value is out of range, an automatic error message will appear and the data will not be saved as well
• Error type validation messages are not displayed in the View by phases or steps
• Further, once you navigate away from this step and then return, the field status will turn to orange meaning that the field is incomplete and data needs to be added
• The value will also not be displayed in the audit trail