Navigating Studies Task Summary
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The study task summary displays details and pending tasks for a study.
The summary statistics display depends on the navigational level, role,
and your privileges. The task summary for a study can be further filtered
for tasks that are related to the object the user is viewing.
The following information appears in the study summary based on your
permissions:
ICON |
TASK |
DESCRIPTION |
|
Requiring Signature |
Includes sites
that have subjects with forms that require signature. |
|
Non-Conformant
Data |
Includes sites
that have subjects with forms that have non-conformant data. |
|
Requiring Coding |
Includes sites
that have subjects with forms where at least one field on the
form requires coding. |
|
Requiring Translation |
Includes sites
that have subjects with forms where at least one field on the
form requires translation. |
|
Open Queries |
Includes sites
that have subjects with forms where at least one field on the
form has an open query that has not been answered. |
|
Answered Queries |
Includes sites
that have subjects with 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 sites
that have subjects with forms where at least one field on the
form has a sticky note that is pending acknowledgement. |
|
Requiring Review |
Includes sites
that have subjects with forms where at least one field on the
form requires review. |
|
Requiring Verification |
Includes sites
that have subjects with forms where at least one field on the
form requires verification. |
|
Overdue Data |
Includes sites
that have subjects with forms that have data with an overdue status. |
|
Ready for Entry
Lock |
Includes sites
that have subjects with forms where any field on the form that
can be locked is ready to be entry locked. |
|
Ready for Data
Lock |
Includes sites
that have subjects with forms where any field on the form that
can be locked is ready to be data locked. |
|
Cancel Queries |
Includes sites
that have subjects with forms where at least one field on the
form has an open query that can be cancelled. |
Navigate to the EDC home
page.
Select a Study. The
Study page displays a task summary for the selected study. Each task
entry in the summary shows a count of all the entities that are one
level below the current level, at the site level.
Note:
A collapse 
or expand 
icon next to the Task Summary
label gives the user an option to collapse the entire list. Collapsing
the list during routine use of EDC significantly improves page response
time. Default setting displays the collapse icon and the task summary
list.
Click the expand icon for
the selected task summary to view the detailed task list. An item
on the task list includes the Site name. The tasks are paginated for
each task category.
Note:
The task summary only includes sites that are within the user's site group
assignment.
Click on the Site
link to view task summary by subjects.
Click collapse 
to collapse the list.
Click pop up 
to view an expanded task list in a pop up window.
The pop-up window displays subject name and
folder name-form name. The task list in 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.
Click a Subject
name to go to the form page.
Rolling up data points status
The status of the data points on the form determines which icons appear
next to the site on the study page. Before displaying the status of the
sites, Rave checks if a status is out of date. If a status is out
of date, it checks to see what percentage of the object's children, subjects,
folders, forms are out of date. If it is below or equal to a certain
configured threshold, it performs a status rollup
as usual. If it is above the threshold, the status of the site is
marked as Unknown 
. The study rollup is deferred for processing later, since too many of
the study's children are out of date. You can refresh the status when
the summary is rebuilding.
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