Have you ever worried about how a mid-study update to calculations or constraints might be implemented without affecting any previously entered data? Hopefully, this overview of batch edit checks will give you a good idea what options are available to you when considering mid-study updates. The batch edit check is a tool that your Prelude Project Manager (PM) in their administrator role utilizes in order to apply an updated edit check to all existing subjects so that you won’t have to waste time manually rendering each and every affected form.

Behind the scenes:

    1. At the Project level, the administrator navigates to the Batch Edit Checks form.

    2. The administrator has the option to run a past batch or start a new one.

    3. If starting a new one, they set up the parameters. These include:

    a. Choose either Subject or Site level forms.

    b. Select whether or not to process new forms (i.e., blank forms). Note: Selecting this option                 will cause all constraints to fire for new forms, meaning they cannot be signed off on                 until the errors are resolved. Typically, this option is left blank so only In-Work forms are                 rendered.

    c. Choose specific forms to be rendered or allow the system to process all forms. Note: The                 batch will run much faster if the PM knows which specific forms need to have their                 calculations and constraints processed.

    4. Once a batch has been run, the administrator can:

    a. Reset the form

    b. Clear the form

    c. Delete and renumber the forms

    d. Lock the form

That’s it! Sit back and relax in the knowledge that VISION has got your data’s back (so to speak).