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Edit status

In EDC, you can configure the custom statistical information on your study subjects count that is displayed under the DATA ENTRY > Site List page. This might be needed, for instance, to suit specific internal naming conventions of the sponsor.

Statistical values configurable via status setting
Figure 1. Statistical values configurable via status setting

The status configuration involves changing the status title displayed in the EDC system user interface (UI), providing the status description, or changing the subject phase(s) pertinent to the status. You can configure your status via the Edit feature.

To edit the status details
  1. In the EDC application header, select the STUDY INFO tab.

  2. In the left pane that appears, select Subject > Subject Phase.

  3. On the page that opens, from the contents panel, select Status Setting tab.

    Accessing Status Setting tab
    Figure 2. Accessing Status Setting tab

  4. In the Status Setting table that appears, locate the status that you want to configure and next to it, from the Action column, select Edit pencil_icon.png.

    Selecting to edit status
    Figure 3. Selecting to edit status

  5. In the Edit dialog that opens, update the fields as explained in the following table.

    Editing status
    Figure 4. Editing status

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Status Name

    Represents the name of the status configured in the system. The value is read-only.

    Display Name*

    Enter the name of the status that is to be displayed in the EDC UI, for instance, under the Site List page.

    Description*

    Enter the status description that provides insights into the logic behind its value.

    For instance, by adding a description to the In Screening status, you can help other users understand that this value represents all the subjects that are currently under the Registered phase.

    Phase Setting

    Select the subject phase(s) pertinent to the status.

    For instance, the Screen Pass status can include all the subjects that are currently under the Enrolled, Randomized, and Completed phases.

    The Phase Setting is not available for the Expected status, for that one you can only configure custom display name and description.

    SAVE

    Select save_button_white_red.png to save the implemented changes.

    CANCEL

    Select cancel_button_white_blue.png to discard the changes without saving and close the dialog.

Once saved, the status is updated.