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Search for duplicates of extracted ICSR to existing cases

In PV, you can create ICSRs using the E2B R3 import by uploading an XML file with your case data or receiving such a file via a gateway. Once the file is imported and processed, the resulting ICSR data must be reviewed to enable further ICSR management.

While reviewing the data, you can perform the duplicate search by certain parameters to compare your imported case to the ones existing in the PV system.

To search for data duplicates for the ICSR uploaded via E2B R3 import
  1. In the PV application header, select the INTAKE tab.

  2. On the page that opens, from the left pane, select E2B R3 Import.

    Accessing E2B R3 import
    Figure 1. Accessing E2B R3 import

  3. Based on where your imported file resides, select the Manual Upload or Gateway Received tab.

  4. In the table that appears, locate the record of your interest and from the Actions column next to it, select Edit pencil_icon.png.

    Tip

    You can see the uploaded files with cases based on the study access permission granted via ADMIN.

    Selecting to edit import record
    Figure 2. Selecting to edit import record

  5. On the page that opens, go to the ICSR table and locate the report which you want to check for duplicates. Then from the Actions column next to it, select Review review_icon.png.

    Selecting to review ICSR
    Figure 3. Selecting to review ICSR

  6. On the resulting page, you can review your data beforehand, or go directly to duplicate search by selecting duplicate_search_button.png.

    Accessing duplicate search
    Figure 4. Accessing duplicate search

  7. On the Duplicate Search page that appears, select the checkboxes next to the data elements by which you want to retrieve duplicates and select search_magnifying_glass_button_red.png.

  8. In the resulting table, view the retrieved duplicates and next to the one you want to see in detail, select Compare compare_icon.png.

    Tip

    You can see the duplicate cases based on the study access permission granted via ADMIN.

    Searching for duplicates
    Figure 5. Searching for duplicates

  9. On the data comparison page that opens, see the duplicated data elements in various forms and select the checkboxes next to the data with which you want to proceed in your data import—the value from the imported file or the one that currently exists in the system.

    Tip

    If the differences from the previous ICSR version are in the fields intended for review according to your study configurations, once the new version is created in PV, you need to translate such fields individually or using translation review.

    Comparing duplicated data
    Figure 6. Comparing duplicated data

  10. Once the selection is made, proceed with one of the available options as explained in the following table.

    Action

    Details

    save_button_red_white.png

    Select this button to save the implemented changes.

    update_button.png

    Select this button to update the ICSR existing in PV with new data without creating additional follow-up versions.

    follow-up_button.png

    Select this button to import the report as follow-up data on the case that exists in the PV system.

    reject_button.png

    Select this button to reject the imported ICSR.

    cancel_button.png

    Select this button to cancel the duplicate search and return to the case import page.

  11. For such operations as UPDATE, FOLLOW-UP, and REJECT, in the confirmation dialog that opens, fill in the requested details as explained in the following table.

    Confirming your action
    Figure 7. Confirming your action

    Tip

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

    Element

    Details

    User Name

    Automatically populates with the user name of the current user and cannot be manually changed.

    Password*

    Enter the password that you use to log in to the eClinical system.

    Assigned PV User*

    Select the user to be assigned for the ICSR processing in PV. Upon confirmation, this user gets an email notification to process the new data in PV.

    This field is only available for importing data as a follow-up report.

    The list of assignees is based on their study access permission granted via ADMIN.

    Significant*

    Select one of the following options:

    • Yes: select this option if the follow-up report contains new information that needs to be submitted to regulatory authorities.

      The definition of clinical significance varies per sponsor, but mostly it requires new information or changes in the previous reports concerning one of the four validity criteria—identifiable reporter, identifiable patient, adverse event, or suspect medicinal product. Other information that may impact the overall clinical significance of the case is any change in causality assessment, study information, concomitant medications, medical history, and so on.

    • No: select this option if the follow-up report does not need to be submitted to regulatory authorities.

      For instance, a change of the status of a MedDRA code or term from current to noncurrent due to a MedDRA version change can be considered non-significant as long as it has no impact in the medical context of the case.

    This field is only available for importing data as a follow-up report.

    Comment

    Enter a comment to follow your data if needed. This comment is included in the notification email for the assigned user, so you can use it to communicate any specific details to them.

    This field is mandatory for the rejection operation.

    CONFIRM

    Select confirm_button_white_red.png to confirm the intended action.

    CANCEL

    Select cancel_button.png to discard the implemented changes.

Once confirmed, the selected operation is performed. If the data is imported, the resulting ICSR can be further managed according to the purpose of the import and the SOP/WI of the company.