The Task Summary at the Subject level in EDC displays a high level summary of tasks for the user within the selected subject based on navigation level, role, and user privileges. For example, the Task Summary may show 3 forms within the subject that have data points that require review.
The following tasks may appear in the Task summary based on the user's role permissions:
ICON |
TASK |
DESCRIPTION |
|
Requiring Signature |
Includes a count of forms for the subject that has data which has been entered and requires signature. |
|
Non Conformant Data |
Includes a count of forms for the subject that has non-conformant data. |
|
Requiring Coding |
Includes a count of forms for the subject where at least one field on the form requires coding. |
|
Requiring Translation |
Includes a count of forms for the subject where at least one field on the form requires translation. |
|
Open Queries |
Includes a count of forms for the subject where at least one field on the form has an open query that has not been answered.. |
|
Answered Queries |
Includes a count of forms for the subject where at least one field on the form has an open query that has been answered but has not been closed. |
|
Sticky Notes |
Includes a count of forms for the subject where at least one field on the form has a sticky note that is pending acknowledgement. |
|
Requiring Review |
Includes a count of forms for the subject where at least one field on the form requires review. |
|
Requiring Verification |
Includes a count of forms for the subject where at least one field on the form requires verification. |
|
Overdue Data |
Includes a count of forms for the subject that has data with an overdue status. In other words, the date is in the past. |
|
Ready for Entry Lock |
Includes a count of forms for the subject where any field on the form that can be locked is ready to be entry locked. |
|
Ready for Data Lock |
Includes a count of forms for the subject where any field on the form that can be locked is ready to be data locked. |
|
Cancel Queries |
Includes a count of forms for the subject where at least one field on the form has an open query that can be cancelled. |
An expand icon for each item to display details of the Task item (as shown)
A descriptive summary line with icon
A count of all the entities that are in one level below the current level - in this case, the number of forms for a subject
Name of the associated Marking or Review Group, if applicable
A pop-up icon that displays the details of each summary task in a pop-up window.
A collapse icon next to the Task Summary label gives the user an option to collapse the entire list.
Note: The collapse or expand
next to the Task Summary label gives the user the option to collapse or expand the summary list. Collapsing the list during routine use of EDC will significantly improve page response time. The option to display the Task Summary on the Subject, Site, and Study page can be set in Configuration module> Other Settings. Default setting is to display the Collapse icon and the task summary list.
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