Navigating Subject Records

Subject Manager
The Subject Manager is where subjects are enrolled in a study and where their records can be accessed. On the web: Locate the Subject Manag...
Mon, 20 Apr, 2020 at 8:01 AM
Subject Records
After opening the Subject Manager, you will have access to all subjects at the site(s) you belong to. Reference the image below for both the desktop and mob...
Thu, 20 Feb, 2020 at 5:36 AM
Scheduled Visits
This article will describe how to access any records on scheduled visits.  After opening a subject's records, you will have access to the various ...
Mon, 2 Apr, 2018 at 3:11 PM
Unscheduled Visits
This article will describe how to access forms for Unscheduled Visits. Your study will dictate which forms are collected at unscheduled visits. T...
Mon, 11 Apr, 2016 at 6:47 AM
Log Forms
This article will describe how to access Log Forms. Log Forms are used to collect log data which is not directly part of a visit. Common examples are shown ...
Mon, 21 Oct, 2019 at 9:13 AM
Scrolling Between or Quickly Jumping to Forms
Record Index Note: The function described below may be disabled by the study designer and will not apply to all studies. The record index is a great...
Sat, 29 Feb, 2020 at 8:05 AM
Subject Icon Legend
Add New Form     Form Saved - No Errors     Form Saved - Draft     DDE Complete, Form Resolved     Form Requires Change Reason     Form...
Mon, 13 Mar, 2017 at 9:02 PM
Subject Search
The subject search option on the right side of the page is a convenient way to jump to a specific subject ID, or directly to the subject listing (Subject Ma...
Tue, 31 Jul, 2018 at 2:29 PM
PDFs and Casebooks
There are multiple option for pulling paper PDF downloads of CRFs which have been entered on subjects.  Download entire casebooks - all CRFs entered on a ...
Sat, 28 Jul, 2018 at 5:55 PM
Deleting Records
Deleting records is a permission-based function. For traceability purposed, deleting records as described below does not fully delete. Study Administrators ...
Mon, 13 Apr, 2020 at 7:56 AM