By Mikael Chelli
•
February 18, 2025
What’s new? Previously, you could only Sign, Verify, or Lock (SVL) an entire patient form at once. Now, you have more flexibility ! You can: β
Sign, verify, or lock individual categories (e.g., a specific visit) β
Sign, verify, or lock individual variables (e.g., a single data point) This means monitors and researchers no longer have to wait until the entire patient form is complete to start validating data. You can now review and confirm data as it becomes available ! Why is this useful? πΉ Faster and more precise data validation – Approve data progressively instead of waiting for the full patient form. πΉ Better tracking and accountability – Each signed, verified, or locked variable/category is timestamped and logged. πΉ Stronger data integrity – Lock critical data points or visits to prevent unintended changes. How does it work? 1οΈβ£ Enable SVL per Category or Variable Go to Series Settings > Monitoring Activate "Allow sign, verify, and lock for each category" or "Allow sign, verify, and lock for each variable" These settings are OFF by default 2οΈβ£ New Icons for Each Category & Variable When enabled, you’ll see three new icons (Sign β
, Verify βοΈ, Lock π) on each category and variable. Click an icon to sign, verify, or lock the corresponding data. 3οΈβ£ Security & Audit Trail A confirmation popup will appear when signing or verifying (not when locking). You must enter your password to confirm. All actions are logged in the audit trail for full traceability. 4οΈβ£ Permissions & Visibility Only users with Sign, Verify, or Lock permissions can perform these actions. All users with access to the patient form can see SVL statuses. Important Notes πΈ Locking a variable or category prevents changes via API and ePRO πΈ Deleting and restoring a patient keeps SVL statuses intact πΈ SVL for patients, categories, and variables are independent (e.g., unlocking a patient won’t unlock a category or variable) Who can use this feature? Available to all paid plans and free trials Can be used in any study where SVL per category/variable is enabled ο»Ώ π This feature makes data monitoring more efficient and structured, ensuring better compliance and reliability in clinical research!