Data Entry/Review module

The Question Audit Trail

The Audit Trail is a chronological record of the response value, question status, any warning messages and overrule reasons, any reasons for change and any attached comments. Whenever any of these items are changed, a record is kept of the date/time of the change and the user name of the user who carried it out. To reconcile different time zones, each time record displays the difference from GMT.

You can view the audit trail for a question at any time but changes will only be recorded after the data has been saved.

Viewing the audit trails for multiple questions

To view the audit trail via the search panel, you need the 'View data' permission

1. Select View > Search Panel or click the Open Search Panel icon to open the search panel. General help on using the search panel

   • When you open the search panel, it will appear as it was when the panel was last closed.

   • At any time you can clear all the search fields by clicking the Clear Search fields icon at the top of the panel.

   • To save a search for future use, click the Save Search icon at the top of the panel to save the current combination of search settings. Enter a name for the new search or click Replace Search and select a search to overwrite. Click Save. Searches are stored separately for each user. To open a previously stored search, click the arrow to the right of the Open Stored Search icon at the top of the panel and select a search from the drop down list.

2. Select Audit from the Data drop down list.

3. Select your search criteria. Help on each field within the search panel

   Search Detail Level

   Detail

   Select the level of detail to which you want to see data.

   General

   Study	If you are permitted access to data from more than one study, you may choose to view data from all studies, or from a particular study only. Select your choice from the drop down list.
   Site	If you are permitted access to data from more than one site, you may choose to view data from all sites, or from a particular site only. Select your choice from the drop down list.
   Subject	You may choose to view data entered for a particular subject only, by entering the subject label (part or whole), or the subject ID. The subject list will open, containing only those subjects who fit your search criteria.

   Statuses

   Select/Clear All	Use this toggle to either check all the status boxes or to clear all checks.
   status	Click these check boxes to include all questions with a particular status or combination of statuses. You can select multiple check boxes.
   Comments	You can choose to: disregard comments (by leaving the list blank) only include questions with no comments attached (None) only include questions with comments attached (All). Select your choice from the drop down list.
   Notes	This drop down list is disabled because notes are not included in the audit trail.

   Study Level

   Visit	You may choose to view data from all visits, or from a particular visit only. Select your choice from the drop down list.
   eForm	You may choose to view data from all eForms, or from a particular eForm only. Select your choice from the drop down list.
   Question	You may choose to view data from all questions, or from a particular question only. Select your choice from the drop down list.

   User

   User	You may choose to view data entered by all users, or by a particular user only. Select your choice from the drop down list.

   Date Range

   Search	You can search for data before or after a certain date, during a certain period or with no date restrictions. Select your choice from the drop down list.
   From	Enter the date from which you want to search by clicking the arrow and selecting the date form the popup calendar.
   To	Enter the date to which you want to search by clicking the arrow and selecting the date form the popup calendar

4. Click the Execute search button to display the data in the Audit Browser in the main window.

Note: You cannot perform any actions on data from the Audit Browser, as you can do from other types of browsers but you can change the view of the browser. Help on this...

The Audit Trail report can be printed and exported.

Viewing the audit trail for a single question

To view the audit trail for a question, you need both the 'View data' and 'View question audit trail' permissions

1. Open the relevant eForm. How to open an eForm...

2. Right click the question status icon to the right of the question to display the Question Menu.

3. Select View Audit Trail... from the popup menu. The Audit Trail is displayed in a tab in the Question Information window.

Related Topics

Printing search results

Exporting search results