Note: You can also source verify forms in the Data Viewer. For more information, see Marking records Verified or Not Verified in the Data Viewer.
Note: Form or data changes invalidate source verification. For more information, see How a form change affects source verification.
Items that require source document verification have deselected checkboxes.
Note: When you are verifying data for an itemset, one checkbox is used to mark an entire itemset row as source verified.
Source verification actions
Action | Do this |
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Indicate that an item is source verified | For a data item: Select the checkbox in the left column of the row that contains the item.
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Enter a query | Against an item: Click the query icon in the far-right column of the row. Against an itemset: Click the itemset row number, and then click the query icon for the item. |
Review a comment | On an item: Click the comment icon in the far-right column of the row. On an itemset: Click the itemset row number, and then click the comment icon for the item. |
Review a comment on the form as a whole | Click the form-level comment icon at the upper-right corner of the page. |
Review the audit trail | Of an item: Click the audit trail icon in the far-right column of the row. Of a itemset: Click the itemset row number, and then click the audit trail icon for the item. |
In the Source Verification Listing page, the SV Status entry changes for each form whose source verification state has changed.
If a form becomes SV Complete, a checkmark appears next to the status icon of the form, in the following places:
This checkmark is visible if you are in a rights group with the right to monitor CRFs.
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