Navigating Sites Task Summary
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On the site page, the task summary for a site displays all tasks for
the user within the selected site based on navigational level, role, and
user privileges.
The following information can appear in the site summary based on the
user's role permissions:
ICON |
TASK |
DESCRIPTION |
|
Requiring Signature |
Includes subjects
who have forms that have data which has been entered and requires
signature. |
|
Non Conformant
Data |
Includes subjects
who have forms that have non conformant data. |
|
Requiring Coding |
Includes subjects
who have forms where at least one field on the form requires coding. |
|
Requiring Translation |
Includes subjects
who have forms where at least one field on the form requires translation. |
|
Open Queries |
Includes subjects
who have forms where at least one field on the form has an open
query that has not been answered.. |
|
Answered Queries |
Includes subjects
who have forms where at least one field on the form has an open
query that has been answered but has not been closed. |
|
Sticky Notes |
Includes subjects
who have forms where at least one field on the form has a sticky
note that is pending acknowledgement. |
|
Requiring Review |
Includes subjects
who have forms where at least one field on the form requires review. |
|
Requiring Verification |
Includes subjects
who have forms where at least one field on the form requires verification. |
|
Overdue Data |
Includes subjects
who have forms that has data with an overdue status. In other
words, the date is in the past. |
|
Ready for Entry
Lock |
Includes subjects
who have forms where at least one field on the form that can be
locked is ready to be entry locked. |
|
Ready for Data
Lock |
Includes subjects
who have forms where any field on the form that can be locked
is ready to be data locked. |
|
Cancel Queries |
Includes subjects
who have forms where any field on the form has an open query that
can be cancelled. |
Navigate to a Study >
Site.
The site page displays a task summary for
the selected site. Each task entry in the summary shows a count of all
the entities that are one level below the current level, a count of all
subjects at the site level.
Note:
A collapse 
or expand 
icon next to the Task Summary
label gives you an option to collapse the entire list. Collapsing the
list during routine use of EDC significantly improves page response time.
Default setting is to display the collapse icon and the task summary list.
Click 
for the task summary to view the details.
Click a subject name to
view details on the selected subject or the folder-form page.
Click collapse 
to display the task summary for the site again.
You can also click the pop
up icon 
to view the expanded task
list in a pop up window.
Note: The subject name and the
form-folder name on the pop up window display as links that can help you
navigate to the subject main page or the folder-form page for the subject.
The task list on the pop-up window refreshes
every time a form is saved. If a task no longer applies to a form,
the task is removed from the list and the page count is updated.
Note:
In case of a task entry requiring signature in the Task summary, there
may be a discrepancy between the number of subjects showing Requiring
Signature at the Study Site task summary drill down list and the list
that displays in the pop up window. This is because the pop up window
only displays subjects that have specific forms marked as requiring signature.
If there are subjects or folders marked as requiring signature,
they will display in the drill down list but not in the pop up window.
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