Configure email setting
Data validation refers to the process of ensuring the accuracy, reliability, and integrity of CRF data collected during the study. It involves a series of checks and procedures that aim to identify and resolve data inconsistencies. The importance of data validation lies in its role in maintaining the scientific validity and credibility of the study results. By ensuring the quality of the data, researchers can have confidence in the findings and draw accurate conclusions, which ultimately impacts patient safety and the decision-making process for regulatory authorities.
Before you can execute validation rules to start validating entered CRF data, you need to configure email notifications in order to inform users with corresponding roles about the fact that the validation has been run. Once configured and the validation is executed, the predefined users receive an email that may contain information about the number of pending queries, the date and time of validation, and so on. This information can help study team members learn about the current status of queries generated as a result of data validation and start working on them immediately.
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In the EDC application header, select the STUDY INFO tab.
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In the left pane of the page that opens, expand Data Validation and select the Validation List tab.
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From the workspace toolbar of the Validation List table that appears, select Email Setting
.
Figure 1. Selecting Email Setting option
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On the page that opens, configure email settings as explained in the following table.
Figure 2. Configuring email setting
Tip
In the following table, mandatory elements are marked with an asterisk (*).
Element
Details
Recipient*
In this block, select either
to specify what users need to receive email notifications or 
to specify what user roles need to receive these notifications. You can also specify both users and roles.Subject*
In the content block, enter the subject of the email. You can also start typing with the opening brace "{" to open the list of predefined values that you want to include in the email subject, for example, the study name or lifecycle.
Content*
In the content block, enter the text of the email. You can also start typing with the opening brace "{" to open the list of predefined values that you want to include in the email content, for example, the current date or number of new queries.
Active
Select this checkbox if you want to make the configured email setting active, meaning it will be used as a template when sending emails to corresponding users or roles upon data validation execution.
SAVE
Select
to save the email configuration.
Once saved, the active email setting is configured. The corresponding users will receive an email notification upon data validation execution.