Data Stores contain imported data and programmed listings. Data Stores and listings are configurable for review and may include Lab Data, External Data, Exception Listings, Reconciliation Listings, etc. 

A single record or multiple records can be marked as reviewed or unreviewed, as well as all records within a panel.

Access the Data Listings

Data listings are opened from the left navigation area, and when selected, the listing will open as a panel that can be docked. Data listings configured to be marked as reviewed include the Review action in the panel toolbar. To see all configured Data Stores and listings, use the scrollbar in the left navigation.

Icons are next to each domain indicating its review status for the logged in user. 

Tip: The icon beside each domain allows users to easily identify which domains require review and have records to review without having to open every domain listed.

• Domains that have records that need to be reviewed (new or updated since reviewed) have a gray dashed circle icon.
• Domains that have no records left to review have a green circle with a check icon.
• Domains that are configured as excluded from data review have a red circle with a slash icon. Data listings excluded from data review are not tracked for incremental changes.

Tip: Hover over a data listing to reveal the Open Listing & Details icon. Select it to open a pre-defined sheet for that domain, displaying the listing and the details side-by-side for easy review. 
Also, a tooltip displays the domain's Name, Label, Data Store, Last Refresh date, Total Records, and if the domain is set up for review, the number of Records to Review for the logged in user.

Tip: Click on a domain listing name to see Domain Details.

Tip: Easily find a column in a data or custom listing! Click the Search icon in the panel toolbar to access a list of all displayed column Names and Labels. You can type to search for the desired column or scroll through the list, then select the column you'd like to navigate to.

Records can be opened and reviewed, which may result in the record being marked as reviewed, and a query or issue created. Records marked as reviewed will not appear as requiring review again unless the data record changes before a subsequent import. By default, most listings have pre-programmed filters applied to show only records that are new or updated since reviewed.

Review statuses are tracked separately for each reviewer role. Only the reviewer roles that have been configured to review that domain display. Additional reviewer roles can be configured based on the needs of the study.

Indicators

• Comments: The column with the speech bubble icon indicates whether comments have been entered for a record. If a comment has been added to a record, the number of comments displays in that column.
• Reviewer Role Columns: A green check mark icon indicates records were reviewed by that role, while the circle with an exclamation mark icon indicates there were updates to that record since it was last reviewed.
  

  Tip: If a record has already been reviewed, hovering over the green checkmark icon displays the reviewer’s username and date/time of the review.

• Open Issues / Answered Issues: Columns with the red and green tag icons indicate whether an issue has been entered for a record. If an issue has been added to a record, the number of issues displays in that column.
• Open Queries / Answered Queries: Columns with the red and green Q icon indicate whether a query has been entered for a record. If a query has been added to a record, the number of queries display in that column.

Mark a Single Record as Reviewed

1. If the Details View is not already opened, open the Details View for a record one of three ways:
   • Highlight a record and click the Details icon in the panel toolbar.
   • Right-click on a record and select Details.
   • Double-click on a record.
     

     Tip: When the Details View opens as a separate window it can be moved around the screen or docked to the sheet.

     Tip: For Rave studies, click the icon to view the record in the Rave EDC.
     

2. When viewing the Details, fields changed since last review will have the alert icon (triangle with exclamation mark) in the left column.
   
3. Click Review in the panel toolbar. Once a record has been reviewed a pop-up window appears indicating success. If the process is not successful, review the error message and act accordingly.
4. To continue to mark individual records as reviewed, use the Next/Previous Record icons (left and right arrows) in the panel toolbar and repeat steps 2-4.

Tip: To see the history of a field in the EDC, highlight the field and click the History icon (counterclockwise arrow with clock hands) in the panel toolbar, or right-click on the field and select History.

Note: The Details section is expanded by default. The Comments, Related Queries, and Related Issues sections are located at the lower section of the window. Click the arrow to expand or collapse the sections. Comments can be added, and Related Queries and Related Issues can be actioned.

Mark Multiple Records as Reviewed

1. Within a panel, check the boxes on the left side of the records to be marked as reviewed.
2. Within a panel that can be marked as reviewed, an Updated Since Reviewed icon (circle with an exclamation point) will display in the Role column (such as DM) of a record to indicate there have been changes since the last review.
3. Click Review in the panel toolbar or right-click and select Review. 
   
   Note: In the above screenshot the user is signed in as a DM, therefore, a pre-programmed filter is applied to the DM column showing records with the status of new or updated since reviewed. To remove the filter, click on the column header, then the filter icon and check the box for reviewed.

Note: The triangle warning in a domain listing header indicates the domain has an improper key definition. 

Mark All Records Within a Data Domain or Listing as Reviewed

1. To mark all rows within a panel as Reviewed, click on the Review Operations down arrow (next to Review) in the panel toolbar, or right-click a record and make your selection from Review Operations.
   
2. Select Mark XXX rows as Reviewed. 

Important: If the data in the domain or listing have been filtered, this action will apply to only the filtered data and not all records.

Note: If you mark a record as reviewed in error, it can be undone. The Review Operations option allows you to mark a record as unreviewed.

Mark Records as Unreviewed

1. Within a panel, check the boxes on the left side of the records to be marked as unreviewed.
2. Click the Review Operations down arrow next to Review on the panel toolbar or right-click the record.
3. Select Review Operations, Mark Unreviewed. 

Important: Use caution when marking multiple records as unreviewed. If a user had marked some records as reviewed, and then marked all records as reviewed, and then marked all records as un-reviewed, the reviewed status will be removed from the ones previously marked as reviewed.