Performing DMR
Data managers can perform data management review (DMR) to ensure that data collection follows study protocols.
DMR Requirements
Sponsors can define which items require DMR for a given study or site using Review Plans. See Creating a Review Plan for details. If no Review Plan exists, the Requirement Mode for all Items in your Study or Site is set no review required. DMR is required for all Forms and Items in your Study or Site.
Vault displays the DMR status in the Event & Form List panel.
When you view a Form in the Content panel, you can click the DMR status icons to complete the review.
How to Perform DMR
You can perform DMR or DMR from the Content panel by clicking on the DMR and DMR status icons. As you perform DMR or DMR, Vault highlights the Items with unsaved reviews in yellow. You must click Save for Vault to save your DMR or DMR changes and update the Event and Form review statuses.
DMR an Event Date
To perform DMR on an Event Date:
- Navigate to the Casebook containing the Event in the Review tab.
- Click to open the Event you want to review in the Schedule panel.
- Click the DMR icon for the Event Date to complete your review.
- Optional: Click Next DMR Task to quickly move to the next open DMR task.
- Click Save.
DMR a Form
To perform DMR on a whole Form:
- Navigate to the Casebook containing the Form in the Review tab.
- Click to open the Form you want to review in the Schedule panel.
- Click the DMR icon in the Form Header to complete your review.
- Optional: Click Next DMR Task to quickly move to the next open DMR task.
- Click Save.
DMR an Item Group
To perform DMR on an Item Group:
- Navigate to the Casebook containing the Item in the Review tab.
- Click to open the Form containing the Item Group in the Schedule panel.
- In the Content panel, locate the Item you want to DMR.
- Click the DMR icon to complete your review.
- Optional: Click Next DMR Task to quickly move to the next open DMR task.
- Click Save.
DMR an Item
To perform DMR on an Item:
- Navigate to the Casebook containing the Item in the Review tab.
- Click to open the Form containing the Item in the Schedule panel.
- In the Content panel, locate the Item you want to DMR.
- Click the DMR icon to complete your review.
- Optional: Click Next DMR Task to quickly move to the next open DMR task.
- Click Save.
DMR Icons
Vault uses these icons to represent DMR review statuses:
Icon | Name | Meaning |
---|---|---|
DMR Complete | A checked icon indicates that the required DMR is complete |
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DMR Optional Complete | A checked icon with “optional” appended indicates that DMR is optional and completed |
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DMR Optional | An unchecked icon with “optional” appended indicates that DMR is optional and incomplete |
DMR Required | An unchecked icon indicates that DMR is required and incomplete |
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No Icon | DMR Not Required | No icon indicates that DMR is not required for the Event, Form, or Item. |
Clearing DMR
You can clear DMR to indicate that DMR should be performed again, or has been invalidated. To clear DMR, click the icon or link (for Item Groups) a second time. The icons for each item return to their unchecked state.
Related Permissions
Users with the standard CDMS Clinical Research Associate, and CDMS Data Manager application roles and a Security Profile that grants access to the Review tab can perform the actions described above by default. If your vault uses custom Application Roles, your role must have the following permissions:
Type | Permission Label | Controls |
---|---|---|
Standard Tab | Review Tab | Ability to access the Review tab |
Functional Permission | View DMR | Ability to view DMR status |
Functional Permission | Edit DMR | Ability to perform DMR |
If your Study contains restricted data, you must have the Restricted Data Access permission to view it.
Learn more about Study Roles.