Adding Markings
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Markings are notes that are associated with data fields on a form.  You must have permission to create, change, respond, cancel, acknowledge, close, delete, or view the marking. A form that has a marking requires follow-up, correction or clarification.

 

There are three types of markings:

 

 

  1. Navigate to a Study > Site > Subject > Form.

  2. Click marking to the right of the data entry field.

 

 

A dropdown displays marking type selection.

 

 

  1. Select a Marking type (Protocol Deviation, Sticky Note, Query).

  1. Select an appropriate Marking group.

  2. (Optional) Enter a comment of up to a 1000 characters in the text box.

  3. Select Require Response if you need a response.  

  4. Click Save.

The system reloads and the Marking type displays.

 

 

 

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