Task & Status Icons

The tables below detail the different task and status icons that display in Vault EDC’s data entry area and what they represent.

Task Icons

Each task has an icon to indicate its task type.

Icon Name Meaning
In Progress Form

Indicates in progress, incomplete forms.

Closeout Ready for Review

Indicates that a site’s Closeout PDFs are available for review.

Open Query

Indicates that a form has at least one open query for your site to answer.

Overdue Form

Indicates that a form is overdue.

Signature Required

Indicates that a submitted form requires your signature.

Event Status Icons

Events in the casebook have status indicator icons. The table below orders icons by priority, from highest to lowest. For example, the Overdue status will appear on an Event in the casebook schedule, even if the Event also has the Open Query status. If you hover your mouse over any icon in the application, Vault EDC displays text with the icon’s meaning.

Icon Name Meaning
Blank

The Event has an Actual Start Date, but all forms are in the Planned status.

Did Not Occur

The Event is marked as Did Not Occur.

Frozen

The Event, a Form within the Event, or an Item on a Form is currently in the Frozen status.

In Progress

The Event has an Actual Start Date, and at least one form is not Submitted or has at least one task. This status can also indicate that at least one but not all Forms in the Event are frozen or locked.

Locked

The Event or a Form within the Event is currently in the Locked status.

Overdue

The due date for the Event has passed and at least one form has the Planned status.

Planned

The Event has no Actual Start Date.

Signed

All Forms in the Event have been signed by the principal investigator.

Submitted

All Forms in the Event are submitted and no forms have a Planned or Blank status.

Open Query

There is at least one open Query on the Event Date or on a Form within the Event. Vault adds the Open Query badge on top of the Event status icon.

Answered Query

There is at least one answered Query on the Event Date or on a Form within the Event. Vault adds the Answered Query badge on top of the Event status icon.

Form Status Icons

The Forms displayed in the casebook schedule also have status indicator icons. The table below orders icons by priority, from highest to lowest. If you hover your mouse over any icon in the application, Vault EDC displays text with the icon’s meaning.

Icon Name Meaning
Blank

The Form has no entered data or queries, and it has not been submitted.

Intentionally Left Blank

A site user marked this Form as Intentionally Left Blank.

In Progress

A site user has begun entering data on the Form, but the Form is incomplete. The Form is not frozen or locked.

Frozen

The Form is currently frozen. Limited actions are allowed.

Locked

The Form is currently locked. No changes are allowed.

Overdue

The due date has passed and the Form is not in the Submitted status.

Planned

The Event has no Event Date.

Signed

The Form has been signed by the principal investigator.

Submitted

The Form is submitted and is not frozen or locked.

Open Query

There is at least one open Query on an Item in the Form. Vault adds the Open Query badge on top of the Form status icon.

Answered Query

There is at least one answered Query on an Item in the Form. Vault adds the Answered Query badge on top of the Form status icon.

Query Status Icons

Queries in Vault have three statuses: Open, Answered, and Closed. These statuses indicate which actions have been taken and what still needs to occur on a query. Vault uses these status icons for queries:

Icon Name Meaning
Open Query

Open indicates that a query has not been answered. The Open Query badge icon displays in the casebook schedule on the queried event or form’s existing status icon.

Answered Query

Answered indicates that a query has been addressed. For example, the site has responded with a reason for the queried value. The Answered Query badge displays in the casebook schedule on the queried Event or Form’s existing status icon.

Open Query

Vault uses this status icon to indicate that a query is currently Open on the query itself.

Answered Query

Vault uses this status icon to indicate that a query is currently Open on the query itself.

No Icon Closed Query

The Closed query status indicates that a query requires no further action or discussion, and so there is no icon.