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Study Events Report and Batch Unlocking

Filterable Event log of every subject-level transaction made in the study and tool for unlocking reviewed records in batches

Prerequisite: User has access to Study Events Report

Access to Study Events Report

Report Content

Batch Unlock Records


The Study Events Report is found in the reports menu.

Web browser:

Open the Form Data Audits and access the Study events report from the right side of the tranasaction audit table.

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Mobile app:

 

Report Content and Review Signatures

The primary objective of the Study Events report is to see record saving and reviewing transactions made over time. 

This is the one report where electrongic signatures on signed review levels are manifested. The other places the signatures are shown is on the PDF casebook exports or the individual CRFs within TrialKit.

The following events are tracked on this report:

  • Record Saved as Draft
  • Record Inserted without Errors on Handoff
  • Record Deleted
  • Record Inserted Without Errors
  • Record Inserted With Errors
  • Record Updated without Errors
  • Record Updated because of Computed Field Change During Migration
  • Record Updated with Errors
  • Table Rows Inserted from Web Service
  • Subject Migrated to New Version
  • Workflow Review level
  • Workflow Review levels unlocked

The report will show the following for each record:

  • Event
  • Event date
  • Site
  • Participant ID
  • Form Name
  • Visit Name
  • Visit Date
  • User
  • Current form status
  • Signature type

Some rows in the report may be hidden if the user viewing the report does not have viewing permissions for a specific form(s).


Batch Unlock Records

This report has a unique capability to allow for batch unlocking of records that have gone through review. This action will only unlock the recors current review level. To unlock records through more than one level, the steps would need to be repeated for each level.

Prerquisite: Along with access to the report itself, the user must also have permissions for Subject record management, Unlock Records

Filter for the group of records that need to be unlocked, this is normally primarily based on the current form status. Then select the applicable records and the button to Batch unlock them. 

Once completed, the filters can be set based on the current date to verify which records were just unlocked. This is also exportable for any record keeping purposes.