Skip to main content

Edit comment

In the context of CRF design, a comment refers to a note, explanation, or remark added by the study team to provide context, insights, or documentation related to the visit and form configuration. Unlike queries, which primarily focus on data integrity, comments serve to request or provide additional information that may aid in understanding choices that have been made during the configuration process.

When the user assigned to the comment is not suitable for resolving it, you may need to update the created comment by assigning it to someone else. You can also edit comments in case you want to reassign them to users who better understand the issue described in the comment.

To edit a comment
  1. In the Study Designer application header, select the CRF DESIGN tab.

  2. In the toolbar, select the latest draft CRF version marked with the respective unlock symbol unlocked_icon_purple.png, otherwise, you cannot perform any actions.

    Selecting latest draft CRF version
    Figure 1. Selecting latest draft CRF version

  3. In the same toolbar, select Comment List icon_open_comment.png.

    Accessing comment list
    Figure 2. Accessing comment list

  4. In the Comment List dialog that appears, select either All Comment or Pending Deal tab to locate the needed open comment and select it.

    Selecting comment from list
    Figure 3. Selecting comment from list

    Tip

    You can skip this step if you know exactly where the comment is located within the selected CRF version.

    You can select View More to access detailed comment list.

  5. After opening the needed comment, you are redirected to this comment and it becomes highlighted within the page. Select icon_comment.png to expand the comment details.

    Opening comment details
    Figure 4. Opening comment details

  6. In the panel that expands, select pencil_icon.png next to the needed comment.

    Selecting option to edit comment
    Figure 5. Selecting option to edit comment

  7. In the Edit Comment dialog that appears, assign a comment to a new role and user, and then select save_button_red_white.png.

    Editing comment
    Figure 6. Editing comment

Once saved, the comment is updated. A new user now needs to address the issue and close the comment.