Continuing from the article on how to open a CRF for review, this article covers the actual step(s) to take for marking the record as reviewed at your level.


The example below covers record review, as it would be seen by a study Monitor, in a study that is set up for partial monitoring.


Partial monitoring is seen by the lock icons next all or some of the fields on the form. These lock icons allow the Study Administrator to require specific fields be reviewed.


Locked fields can be unlocked and the data changed provided a user role has been granted the "Unlock Field (FLSV)" right. When a field(s) has been unlocked and changed, it will appear on the Monitor Report accessed from the Reports menu. 


In this image, the two highlighted fields have not yet been locked. Until doing so, the form as a whole cannot be reviewed.

Note, the "Freeze" link at the top is only to freeze the entire form and prevent further changes. This is a special permission that must be granted.






This is how the same record looks on a mobile device. The brighter green colored lock icons simply mean there is a query on that field. The query can be accessed by tapping on the icon. The field can be locked/unlocked by a 2 second press on the same icon.








Once the fields are locked by clicking on the lock icon, the review button will appear at the bottom of the record as highlighted here:






This is how the same record looks on the mobile app:








After the record is reviewed, the history can be seen at the top of the record. An Unlock button will appear to anyone with the permission to unlock review levels.