VISION™ Tips & Tricks: Viewing Subject Form State Details

Do you know you can view a Subject’s (or Site’s) forms and their status (aka. Form state) at a glance? Navigate to the Subject List Page. For any given Subject, click on the plus/minus (+/-) icon next to the Subject ID field (see Figure 1). The above is also applicable for Site-level forms!

Figure 1. Displays expanded list of Subject ATL-012-IUM Forms.

This will show this Subject’s listing of applicable forms, if any of those forms have Queries (and the status of those queries), and the *Form State of the forms. Additionally, hover over any of the form icons to view the specific form’s title, form state/status (see Figure 2).

Figure 2. Displays tool tip for the first form within the “Screening” form group. Vitals/Phys Exam has a form state of In-Work and has errors that the user should resolve.

*Form States are used to determine the state of the form. The form icon is color-coded to indicate the status of that form.

  • Blue = In-Work
  • Orange = Submitted for Review (User has signed the form)
  • Yellow = Reviewed (User with appropriate privileges has reviewed the data on the form)
  • Green = Finalized (User with appropriate privileges has finalized the form- edits can no longer be made to the form unless a user with appropriate privileges revers the finalized status)
  • No color indicates that the form is “new” and no data has been entered.
  • A Red form icon indicates that there is an error(s) on the form that must be resolved before the user can Submit for Review.

VISION™ Tips & Tricks: Running Reports on On-Demand Forms

Ever wonder how to run reports for *on-demand forms? Wonder no longer! Navigate to the Subject List Page (or Site if running the report from there), click the Reports (see Figure 1) button towards the bottom of the page.
Reports

Figure 1. Reports button

Select the forms and fields you would like to see in the Report. In this example, I am pulling the Subject ID and the Unscheduled Visit date(s). Figure 2 displays the on-demand Unscheduled Visit forms- this example has two of them.

Figure 2. on-demand Unscheduled Visit forms

For an on-demand form (Unscheduled-Vitals/Phys Exam), you will see an extra field appear next to the form name- this is for the form “number.” You can enter 1 to x, depending on which on-demand form you’d like to view data from. Conversely, you can leave it blank which will pull data from all available on-demand forms.

When pulling from all on-demand forms, if more than one form exists, the data will list out within one cell (see Figure 3).

Figure 3. The Visit Exam Date fields from ALL of the Unscheduled Vitals/Phy Exam appear for Subject ATL-003.

*What’s an on-demand form?

On-demand forms are those forms that can be added as required. The first form is always available and subsequent, identical forms can be added as needed. Common examples of these are unscheduled visits, daily assessments, and serious adverse events forms.