Source data verification
Transcript:
- Study monitors performing source data verification are able to mark steps and phases as verified.
- Data can be verified at the phase, step or field levels.
- To mark a step or phase as verified:
- Open the record where you want to perform SDV or any other data verification that is relevant for your study.
- In the left panel, click on the phase or step that you want to verify.
- Click on the three dots next to it and select ‘Mark as verified'.
- If there is only one verification type defined in the study, this will be automatically selected.
- If there are two or more, then you will need to choose which type of verification you want to use.
- For custom defined verifications, you can select whether the verification will be dropped if data is modified in that step/phase.
- For source data verification, the verification will be dropped by default.
- Click ‘OK’ to save the verification or ‘Cancel’ to return to the data entry view.
- In a record, each verified step will be marked with a green banner indicating the date and time of verification as well as the name of the user who performed verification.
- An SDV mark will appear next to each verified phase or step.
- If you wish to mark a field as verified, navigate to the desired field and select the cogwheel next to it. Click 'SDV field'.
- The SDV mark will appear next to each verified field.
- You will notice that a banner does not appear until all fields within the step have been verified.
- For custom verification types, select ‘Custom Verification’.
- If there are two or more, then you will need to choose which type of verification you want to use.
- For custom defined verifications, you can select whether the verification will be dropped if data is modified in that step/phase.
- For source data verification, the verification will be dropped by default.
- Click ‘OK’ to save the verification or ‘Cancel’ to return to the data entry view.
- If Other or custom type of verification is used, an icon with VER mark will appear next to a phase or step which was verified.
- If two users need to verify the same form, the banner will appear twice.
- The banner has the option to 'remove' the verification - this can be done only by the user who performed the verification
- Reports that are marked verified have the SDV icon when attached to a phase.
- After a form is verified, if a user attempts to change data, they will receive a warning and any data modification will cause the form verification to be dropped.
- It is also possible for the study admin to set up email notifications whenever form verifications are dropped, to ensure that the appropriate contacts are notified of changes made to verified data.
- Dropped verifications on a phase or step for a record are listed in the record’s Monitoring tab, Verifications subtab:
- These dropped verifications for all records are available in the general Monitoring tab.
- It is possible to export data verifications when exporting the data.