Mark One or More Records as Reviewed in Data Central

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Note: The UI has been updated for elluminate versions 23.3+; however, the functionality in the video remains relevant. 24.1+ filtered columns are not indicated by an orange underline as seen in the video, instead they are indicated by a filter icon.

Important: Any user assigned a specific role will mark a record as reviewed on behalf of that role and a role can only mark a record as reviewed once. Meaning, three users with the role of Medical Monitor cannot each individually mark a record as reviewed.

Instructions

  1. From Data Central, select a Study.
  2. Hover over the domain you want to review and select the Open Listing & Details icon to open the Listing and Details view dashboard. There will be individual columns for the roles configured for data review on that listing.
  3. By default, the listing is filtered to your role (e.g. MM), so it only shows records that are new or have been updated since the record was last reviewed.
  4. To filter so only records that have been reviewed by another role display, click the column header for that role (e.g. DM) and select Filter.
  5. Mark a single record as reviewed:
    1. Click the Review button in the Details view toolbar.

      Tip: Click the arrows in the Details view to quickly move to the next record.

  6. Mark multiple records as reviewed:
    1. Select the checkboxes for the row of any records you want to mark as reviewed in the Listing panel.
    2. Click the Review button from the Listing panel toolbar.
  7. Mark all records in a listing as reviewed:
    1. Click the Review the Operations down-arrow at the right of the Review button in the Listing panel.
    2. Select Mark xx rows as reviewed.

      Tip: This operation works for filtered listings, so filter the listing to a subset of records and mark all of those records as reviewed at once using this method.

  8. Mark one or more records as unreviewed:
    1. Select the checkboxes for the rows of any records you want to mark as unreviewed in the Listing panel.
    2. Click the Review the Operations down-arrow at the right of the Review button in the Listing panel.
    3. Select Mark unreviewed.
  9. Mark all records in a listing as unreviewed:
    1. Click the Review the Operations down-arrow at the right of the Review button in the Listing panel.
    2. Select Mark xx rows as unreviewed.

      Important: Keep in mind this will mark any records listed as unreviewed, even if they were marked reviewed during a different review session.

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