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Enter data into header detail form

EDC is your clinical database for recording subject data collected in a study. You must enter the subject data into the respective forms by yourself using EDC.

Header detail forms are the forms that are used when there is a relationship between the information in the header (the fields above the grid or log lines) and the information in the detail area (the grid or log lines themselves).

Header detail form example
Figure 1. Header detail form example

To enter data into a header detail form
  1. In the EDC application header, select the DATA ENTRY tab.

  2. On the Site List page that opens, select the tile representing the site you want to work with.

    Selecting site to work with
    Figure 2. Selecting site to work with

  3. In the Subject ID column, select the ID of a subject to open their Visit Overview page and start entering the data.

    Locating your subject
    Figure 3. Locating your subject

  4. On the Visit Overview page that opens, on the left, a panel with all subject visits is displayed. Expand the needed visit to open the forms associated with that visit.

    Panel with visits and their forms
    Figure 4. Panel with visits and their forms

  5. Select the header detail form in which you want to enter data by clicking it.

  6. In the contents panel, the form opens. Use your source documents to fill in the data. Select Submit Submit_Form_Icon.png or refer to the following table for more information on the available form controls.

    Header detail form controls
    Figure 5. Header detail form controls

    Element

    Details

    Back

    Select Back_Option.png to activate the header of the form and enter the data in it (this will also bring you back to the page with all the other forms).

    Detail

    Select Details_Option.png to open the details part of the form in the full-screen mode and fill it out.

    Submit

    Select Submit_Form_Icon.png to submit your entry to the database. Once submitted, the action cannot be undone.

    Draft

    Select Save_Form_As_Draft_Icon.png to save your entry as a draft if you want to enter the rest of the data later.

    Inactivate

    Select Inactivate_Icon.png to inactivate the entire form (inactive forms cannot be used for data collection).

    Restore

    Select Restore_Icon.png to clear all data entered into the form and return the form to its initial state.

    If selected, in the Confirm dialog that opens, select Yes to proceed with the data deletion or select No to cancel the data deletion.

    Actions gear.jpg

    From this panel, next to each field of the form, there are several additional options you can perform.

    Open Query

    Select Open_Query_Icon.png to create a query if you find inaccurate or missing form data.

    Audit Trail

    Select burger_menu_gray.jpg to view the history of actions made to the form field in a descriptive format.

    Change History

    Select arrow_clock_history_gray.jpg to view the log of changes made to the form field in a structured format.

    Preview and print subject PDF

    Select Print_icon.png to preview and print the content of the form in PDF format.

Once the form details have been completed properly, proceed with other forms in a similar manner reproducing steps 1-6.

Tip

If you need to create multiple sequence numbers for the same form (let us say you need to record another adverse event for the same subject), above the header details, select plus_new_orange.jpg and enter the needed data.