Accessing reports for monitoring

Transcript:

  • Reports are repeating forms that can be used for data from Severe Adverse Event reports, medication and frequently taken measurements such as blood pressure
  • They have a one-to-many relation with the record which makes it possible to add  varying number of measurements per record
  • We’ve already covered in detail the Reports tab for a single record
  • In this lesson we are going to explore the general Reports tab
  • The general 'Reports' tab shows an overview of all the reports within the study 
  • You can only see reports from records that belong to an institute for which you have "View" rights
  • You can make use of the filters in the top panel 
  • For example, you can filter on institute, on record ID, or on report type.  
  • You can also click on the column labels to sort the reports in a relevant order. 
  • For example, you can sort by the date of creation of the report by clicking on the "Created on"
  • An overview of all reports is shown, with the completion level and other details such as name, date and creator. 
  • Double clicking on the report line allows you to access the report in data entry view directly
  • You can archive or print a report using the cogwheel menu
  • You can also click on the arrowhead next to a column to  display the following menu
  • Here, you can select whether to sort on ascending or descending and you can also deselect the columns that you don't want to see in your overview. 
  • By default, all columns are visible
  • The Status icon indicates the progress of data entry in a record
  • White means that the data entry hasn’t started yet
  • Orange means that the data entry has started but not all required fields in a report are filled in
  • Green means that the data entry has been completed
  • The status column will also have relevant indicators when a record is verified using source data verification, signed and locked