Working in Vault EDC's Review Tab
Vault EDC provides a specialized area for site monitoring, including queries and DMR/SDV activities, within the Review tab.
From the Review tab, you can quickly perform your monitoring activities across multiple Forms without having to navigate from Form to Form in the Data Entry tab.
Note that most monitoring and review functionality is available outside of the Review tab, if this feature is not enabled in your vault. See the following articles for details about performing these tasks in the Data Entry tab:
- Freezing & Locking Data in the Data Entry Tab
- Performing SDV & DMR in the Data Entry Tab
- Managing Queries in the Data Entry Tab
- Working with Data Entry
Navigating the Review Tab
The Review tab includes three (3) subtabs: Study Sites, Queries, and Study Jobs. The Review tab automatically opens to the Study Sites subtab. You can click between the three subtabs here:
You can move back and forth between Sites and Subjects using the breadcrumb menu. Once you open a subject casebook, the page has two primary areas: the Event & Form List panel and the Content panel. You can use the Event & Form List panel to move between Forms in a single Subject, and you can perform actions on those Forms from the Content panel.
Filtering in the Review Tab
You can filter listings in the Review tab. In the header, select a set of filter criteria. Vault then displays a listing of filtered records. These filters will remain selected until you log out.
When viewing an Event, you can also toggle to hide completed Forms with Schedule QuickView and hide completed Items with the Item QuickView. This allows you to easily view only incomplete tasks.
Next Task Navigation
When viewing a Form, you can use the Next button for each task type to quickly navigate to the next task of a certain type on the Form. For example, after you complete SDV for the first Item on the Form, clicking Next for SDV brings you automatically to the next Item with SDV Required on that Form.
If there are no more incomplete tasks of a given type on a Form, Vault disables the button. If you click the button after completing the last task on a Form, Vault returns you to the beginning of the Form and the first open task.
Viewing Individual Casebooks
You can click down into a Casebook from Study Sites or Queries.
To access a subject casebook from Study Sites, click to open a Site and then a Subject to view that subject’s Casebook. To access a subject casebook from Queries, click to open a Query. Vault opens the subject casebook, automatically scrolled to the Form containing the query you clicked.
When you view a casebook in the Review tab, there are two primary areas of the page: the Event & Form List panel and the Content panel.
The Event & Form List panel displays a tree view of the Casebook, a list of Events which expand to show the Forms within that event, much like the casebook schedule in the Data Entry tab. You can click to expand each Event. Clicking the Event opens all Forms in that Event in the Content panel, starting at the Event Date and then the first form. Clicking an individual Form opens the Event in the Content panel also, but Vault automatically scrolls down to the Form you clicked.
The Content panel shows a scrolling view of the Event Date and all Forms within that Event. Each heading represents the name of a Form. From here, you can access the Form- and Item-level More Actions menus, manage queries, and perform SDV or DMR.
From the Study Sites subtab, you can view a list of all Study Sites to which you have access, even when you can access multiple Studies, as well as the total number of open monitoring tasks at each of those sites. You can also filter this listing. Hover over the site’s Name in the breadcrumb menu to view details about the site and its current casebook version.
Once you click into a Site, Vault displays a filterable listing of Subjects at that site, with the total number of open monitoring tasks on each Casebook, including:
- Open Queries
- Answered Queries
- Overdue Forms
- (Forms) Ready for SDV
- (Forms) Ready for DMR
You can hover over the subject’s Name in the listing to view the subject’s Status and current casebook version.
To begin addressing a query or review task in a Casebook, click to open an individual Subject. Vault EDC displays a condensed version of the casebook schedule. From this page, you can click into an Event to access its forms and complete tasks.
You can hover over the subject’s Name in the breadcrumb menu to view the subject’s Status, current casebook version, and the values of any header Items (for example, Initials or Gender).
You can perform actions at the Subject level using the More Actions menu:
Which actions display in the More Actions menu depends on your permissions.
Deleting a Subject Casebook
If a data entry user creates a subject casebook accidentally, you can delete that Casebook before there is any entered data. Note that Vault will not allow you to delete a Casebook containing data (including Event Dates).
To delete a Subject:
- Navigate to the Subject you want to delete.
- Verify that there is no data within the Casebook, including Event Dates.
- From the subject-level More Actions menu, select Delete Subject.
- Click Continue.
- Vault deletes the Subject record, the Casebook, and all associated object records. This action cannot be undone.
Admin: Enable Casebook Deletion
By default, no roles have permission to delete a casebook. You can create or edit an Application Role (provide the Delete Casebook permission) or create a custom Security Profile and Permission Set (with the Objects: Subject: Delete permission) to allow users with that role or profile to delete subject casebooks. For details about configuring specific reason options for subject deletion, see Configuring Reasons for Change.
Performing DMR & SDV
You can perform Data Manager Review (DMR) and Source Data Verification (SDV) tasks from within the Review tab. See Performing SDV & DMR in the Review Tab for details.
Opening & Closing Queries
While you can open new and close existing queries from within the Study Sites subtab, you can also focus specifically on queries in the Queries subtab.
From Review > Queries, you can see a listing of all queries, including form- and event-level queries, from Sites that you have permission to access. You can filter this listing by Study, Site, and Query Status.
You can click to open a query. Vault automatically opens the Form or Event that the query is on. From here, you can close the query. You can open queries from a Form in the Review tab in much the same way as you do when in the Data Entry tab.
See Managing Queries in the Review Tab for details.
From Review > Study Jobs, you can manage Detail PDF and Data Export jobs occurring in your Study from a single location. A job represents a bulk evaluation or action upon collected study data.
Learn more in Managing Study Jobs in the Review Tab.
Depending on your study design, there may be help content for certain Forms and Items. You can view help text in the Review tab by hovering over the Help icon next to the desired Form or Item. This text provides additional details about the Form or Item.
You can perform additional actions on Events, Forms, and Items based on your permissions.
- Lock and unlock Events and Forms
- Freeze and unfreeze Events, Forms, and Items
- View audit trail information
- Export Casebooks to blank and detail PDFs
- Search for individual Subject records
Which permissions control your access depends on when your vault was created. If your vault uses the Role by Study feature, see the first section, Role by Study Permissions. If your vault does not use the CDMS Role by Study feature, see the second section, Profile Permissions.
Role by Study 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:
|Functional Permission||Review Tab||
Ability to access the Review tab
|Functional Permission||Open Query||
Ability to create new (open) queries
|Functional Permission||Close Query||
Ability to close queries
|Functional Permission||View SDV||
Ability to view SDV status
|Functional Permission||View DMR||
Ability to view DMR status
|Functional Permission||Edit SDV||
Ability to perform SDV
|Functional Permission||Edit DMR||
Ability to perform DMR
|Functional Permission||Manage Jobs||
Ability to create, edit, and delete scheduled jobs
Learn more about Study Roles.
The EDC CRA, EDC Data Manager, EDC Lead CRA, and EDC Lead Data Manager can access and use the Review tab within the scope of their permissions.
If your vault uses custom security profiles, you must have the following permissions to perform the tasks described above.
|Security Profile||Tabs: Review||Ability to view and access the Review tab|
|Security Profile||EDC: Queries: Open||Ability to open new queries|
|Security Profile||EDC: Queries: Close||Ability to close queries|
|Security Profile||Objects: Event: Review for SDV: Edit||Ability to perform SDV on Event Dates|
|Security Profile||Objects: Event: Review for DMR: Edit||Ability to perform DMR on Event Dates|
|Security Profile||Objects: Form: Review for SDV: Edit||Ability to perform SDV on Forms|
|Security Profile||Objects: Form: Review for DMR: Edit||Ability to perform DMR on Forms|
|Security Profile||Objects: Item Group: Review for SDV: Edit||Ability to perform SDV on Item Groups|
|Security Profile||Objects: Item Group: Review for DMR: Edit||Ability to perform DMR on Item Groups|
|Security Profile||Objects: Item: Review for SDV: Edit||Ability to perform SDV on Items|
|Security Profile||Objects: Item: Review for DMR: Edit||Ability to perform DMR on Items|
|Security Profile||Object: Event: Review for Frozen: Edit||Ability to freeze and unfreeze an Event. Freezing an Event sets this field to Yes.|
|Security Profile||Object: Form: Review for Frozen: Edit||Ability to freeze and unfreeze a Form. Freezing a Form sets this field to Yes.|
|Security Profile||Object: Item: Review for Frozen: Edit||Ability to freeze and unfreeze an Item. Freezing an Item sets this field to Yes.|
|Security Profile||Object: Event: Review for Locked: Edit||Ability to lock and unlock an Event. Locking an Event sets this field to Yes.|
|Security Profile||Object: Form: Review for Locked: Edit||Ability to lock and unlock a Form. Locking a Form sets this field to Yes.|
Learn more about permission sets.