Summary
This article covers the details and features of the Record Status Report
The Record Status Report is tied to the Dashboard Report permission and provides summary details about all scheduled and unscheduled records in the study. The following details are provided on each record:
- Site - only one site may be filtered at a time
- Subject - Subject or Participant ID
- Subject Registration date - date reflected from the subject's registration page
- Visit - visit name where the record is being collected (unless unscheduled)
- Visit window range - high and low date range applicable to that visit (unless unscheduled)
- Form - the name of the form
- Visit date - a date indicated on the form (defined by the study builder)
- TransID - unique record IDs (does not change)
- Record Status - current status of the record:
- Missing - out of window
- Incomplete - in window and not yet entered, or entered but has errors
- Workflow Status - if Workflow status has been applied for the listed form, the Status column will include the current/latest workflow status applied
- Days Missing - number of days past the high range of the visit window (only applicable to Missing Scheduled forms)
- Record ID - unique to each version of the same record (changes every time the same form is saved, unlike TransID that does not change)
- Date created - date the record was initially entered (with or without errors)
- The user who created the record
- Date last updated - date the record was last saved (does not update with monitoring or review)
- The user who last updated the record
- Number of locked fields (applicable only to forms where field level is required during review)
- Number of queries - both form and field level queries that exist, open and closed
- Review level dates and users
This report is accessible if the user has permission to view the Dashboard Report because it offers more details of the same information. It is also site-specific, so users will only see the data for their site(s). Regardless of how many sites a user belongs to, only one site can be viewed at a time.
The following are features of the report:
- Site filter - only one site at a time can be filtered due to potential data volume
- Subject ID filter - only one subject at a time can be filtered due to potential data volume
- Date range filter for scheduled visit low and high ranges (useful for viewing which forms will be due in a specific time window)
- Export to Excel
- Dynamic search - search all main columns of the report
- Sort ascending/descending for each column
- Expand details - this will display many more details about the corresponding record
- Select which page of data you want to view (alternately, you can select how many entries you want to view in the top left corner of the report.
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