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View subject tier assignment history

Target source data verification (TSDV) is a more complex and sophisticated type of SDV setting as it provides an opportunity to perform more selective configurations compared to global or general types.

The TSDV setting includes the configuration of the TSDV plans that consist of various blocks and tiers to facilitate subject allocation based on certain criteria and design a selective TSDV procedure for various CRFs.

Once your TSDV plans are activated, you can review the result of subject allocation between different tiers of your plans. However, if you find that assignment results for a specific subject are missing or do not satisfy your SDV requirements, you can add subject tier assignments manually or override the existing tier assignment.

For compliance and traceability reasons, the history of all the operations with subject reassignment between tiers is kept by the system.

To view the subject tier assignment history
  1. In the EDC application header, select the STUDY INFO tab.

  2. In the left pane of the page that opens, expand SDV and select the SDV Result tab.

  3. On the page that opens, select the Subject Tier History tab, and in the table that appears, analyze the records of the subject reassignment as explained in the following table.

    Analyzing subject tier assignment history
    Figure 1. Analyzing subject tier assignment history

    Column

    Details

    Site Code

    Represents the code of the site to which belongs the subject.

    Subject ID

    Represents the unique identifier of the subject for whom the tier reassignment is performed.

    Subject Phase

    Represents the subject phase during which the tier reassignment is performed.

    TSDV Plan

    Represents the name of the TSDV plan to which belongs the tier of subject reassignment.

    Block Name

    Represents the serial number of the block within the TSDV plan to which belongs the tier of subject reassignment.

    From Tier

    Represents the name of the tier within the TSDV plan from which the subject is reassigned to another.

    Current Tier

    Represents the name of the tier within the TSDV plan to which the subject is currently assigned.

    Allocation Type

    Represents the type of subject allocation as follows:

    • Condition Inclusion: the subject is allocated to the tier by the system based on the satisfied inclusion conditions configured for the TSDV plan.

    • Manual Inclusion: the subject is allocated to the tier manually by the user due to a custom reason.

    Allocation Reason

    Represents the reason for subject reassignment to a specific tier. It can be System Assigned, meaning that the subject is allocated by the system based on inclusion criteria, or it can be a custom reason specified by the user upon overriding allocation or adding a new tier assignment manually.

    User

    Represents the name of the user who manually reassigned the subject or created the TSDV plan according to which the subject is allocated by the system.

    Date

    Represents the date of the subject reassignment to a tier.

You have reviewed the subject tier assignment history.