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Form/Record Status and Record Type Definitions

Understanding Record/Form Statuses

When extracting data or building reports, each record/form contains a type and status.  These are explained below. 

Record Type:

1 = Final Record

2 = Draft Record

3 = Auto-Validate Record (test records)

Form Statuses:

1 - Saved No Errors 

2 - Saved With Errors 

3 - User-defined review levels. See transaction values below.

4 - Form Locked 

5 - Form Saved as Draft 

Form Transactions:

1 = Saved Final without errors - Record Inserted Without Errors

2 = Saved Final with errors - Record Inserted with Errors

3 = Record updated without errors

4 = Record updated with errors

5 = Record Unlocked

6 = Saved as a draft

7 = Unlocked by edit check during migration

8 = Manually frozen

9 = Manually thawed

10-19* = User-defined review levels

   Bypassed review level status examples:

    • 10 = If this is review level 1, then add 10 (20) to get the same level of review when the record is bypassed

    • 11 = If this is Review level two, then add 10 (21) to get the same review level when the record is bypassed

100 = Record deleted

101 = Record Undeleted

102 = Record Lock Broken - Migrated computed field

103 = Record updated because of computed field change during migration

104 = Subject Migrated to a new version

110 = Record resolved with DDE

111 = DDE resolution undone

120 = Record inserted without errors on a handoff

121 = Record inserted with errors on a handoff

122 = Record updated without errors on a handoff

123 = Record updated with errors on a handoff

124 = Record saved as a draft on a handoff

150 = Record inserted from import

151 = Record updated from import

160 = Table rows inserted from web service

161 = Table rows updated from web service

170 = Table Row deleted

180 = Medical code field updated by the medical coder

190 = Record updated with an inventory item


*10-19 are reserved for the study designer to use in the study configuration review workflow. These identify the review level status. The final review level would be a record that has gone through all stages of the record lifecycle.

Example:

10 = Monitor Review

11 = Data Manager Review

12 = Investigator Review