Monitor

The monitor (CRA) verifies entered data against the site’s source documents (SDV), opens and closes queries and tracks monitoring progress across their sites. The monitor does not edit data: a discrepancy is a reason to open a query.

Your day: frequent tasks

• Verify source data (SDV)Check entered values against the site's source documents and mark them verified — one at a time, a whole form at once, or a selection.
• Manage queriesOpen a data query, accept or reject an answer, reopen or cancel a query, work the queue in bulk, assign an owner and export the register.
• Export dataRun an export on the Exports screen — CDISC ODM 1.3.2, CDISC tabular datasets or a core snapshot — and download the file with its SHA-256 checksum.

More tasks

• Track monitoring progressRead the Monitoring summary by site, export the verification report and record an audit trail review.

Good to know

• Lifecycles and status axes — the SDV axis and how an edit resets it.
• The CRF path — where monitoring sits on the data path.
• Audit trail — how to read a value’s history.