An annotation is a special, user-defined column which can be added to Subjects, Queries, Issues, or data domains and listings for the purpose of recording observations. While only users with the Study Configure privilege can add an Annotation column, all users can add content and view others' entries.

• Annotations function as an additional field to the data, although they are saved separately from clinical data domains.
• A reviewer can enter into the Annotation column to add a subjective assessment; for example, reviewing subjects for risk level remaining in the trial.
• A listing can have up to three annotation columns, and annotations can be added to any listing – Subjects, Queries, Issues, and any domain data or listing data created in Mapper.
• Each annotation column takes one value per record. Because there can be up to three annotation columns per listing, multiple reviewers could each add their own annotation in their own column.
• Columns are configured to accept text, numbers, dates, or selections from a drop-down menu.
• If a user overwrites an annotation column or field, only the most recent entry is saved.

Example of an Annotation Column

Below is a screenshot of an annotation column added and labeled 'My Assessment' to the Subjects panel and text entered (On Track, Clean, Reviewed) in the 'My Assessment' column.

Tip: A tooltip may be available when hovering over the column header.

Enter an Annotation in a Listing for a Single Record

1. Scroll to the annotation column for a record (My Assessment in the example below).
2. Click in the annotation field of the record.
3. Enter the annotation according to field configuration. Fields accept text, numbers, dates, or selections from a drop-down menu.
4. Tab out of the field to save the entry.
   

Apply Bulk Annotations

Bulk annotations can be applied by selecting multiple records in the listing or by filtering the listing to display only the desired records, and then applying the annotation in bulk.

1. Select multiple records in the listing by placing checkmarks to the left of the desired records.
   OR
   To apply the annotation to all records in a filtered list, select at least two records.
   
2. Scroll right to locate the annotation column, and click the cell in that column for one of the selected records to open the Bulk Annotation window.
   
3. Choose whether to apply the annotation to the number of selected Rows or to all records in the filtered list.
4. Enter the annotation according to field configuration. Fields accept text, numbers, dates, or selections from a drop-down menu.
5. Click Save.

Enter an Annotation in the Record Details Panel for a Single Record

1. Open a record in the Record Details panel.
2. Scroll to the lower section of the Record Details panel to locate the annotation field.
3. Click in the annotation field (shown as My Assessment in the example below).
4. Enter the annotation according to field configuration. Fields accept text, numbers, dates, or selections from a drop-down menu.