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Remote Data Entry Remote Data Entry UpdatesUpdates
Remote Data Entry Remote Data Entry UpdatesUpdates
Lori WangsnessLori Wangsness
Kim GallimoreKim Gallimore
Lori WangsnessLori Wangsness
Kim GallimoreKim Gallimore
ANNOUNCEMENTANNOUNCEMENTANNOUNCEMENTANNOUNCEMENT
Holding Bin was implemented on Holding Bin was implemented on November 15November 15thth. If changes are . If changes are necessary a notification will be necessary a notification will be sent and additional sent and additional documentation will be available documentation will be available here: here: https://ncctg.mayo.edu/training.https://ncctg.mayo.edu/training.
Holding Bin was implemented on Holding Bin was implemented on November 15November 15thth. If changes are . If changes are necessary a notification will be necessary a notification will be sent and additional sent and additional documentation will be available documentation will be available here: here: https://ncctg.mayo.edu/training.https://ncctg.mayo.edu/training.
Cycle DataCycle DataCycle DataCycle Data
* Tips & TechniquesTips & Techniques
• Do not use comment field for Do not use comment field for
additional field data entryadditional field data entry
* Tips & TechniquesTips & Techniques
• Do not use comment field for Do not use comment field for
additional field data entryadditional field data entry
Comment BoxComment BoxComment BoxComment Box
Comment field should be used with the Validated & Not Done buttons to justify your selection. Please DO NOT use the comment field for additional data entry.
Additional Field - MessageAdditional Field - MessageAdditional Field - MessageAdditional Field - Message
If you receive
this message and you do not
know who the PAS
is, please contact
Vicki Brhyn @ (507) 266-
5350.
Cycle DataCycle DataCycle DataCycle Data
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional Do not use comment field for additional
field data entryfield data entry
• When to use Query, Not Done and When to use Query, Not Done and
Validated buttonsValidated buttons
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional Do not use comment field for additional
field data entryfield data entry
• When to use Query, Not Done and When to use Query, Not Done and
Validated buttonsValidated buttons
QUERYQUERYQUERYQUERY
The Query button is used to flag the error, indicating you are gathering documentation to resolve the error.
Not DoneNot DoneNot DoneNot Done
The Not Done button is used when a test has not been completed and will never be done.
ValidatedValidatedValidatedValidatedThe Validation
button is used to validate that the out of range data entered is correct. Example: Pt
weight was entered as 310 lbs. You have
verified that weight is correct. You would
enter a comment indicating that pt is
obese. If Validated is selected, you MUST
include a comment in the comment box.
Validated button is not appropriate for
missing or select menu data.
Cycle DataCycle DataCycle DataCycle Data
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional field data Do not use comment field for additional field data
entryentry
• When to use Query, Not Done and Validated When to use Query, Not Done and Validated
buttonsbuttons
• Can only have one Sequence per Cycle enteredCan only have one Sequence per Cycle entered
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional field data Do not use comment field for additional field data
entryentry
• When to use Query, Not Done and Validated When to use Query, Not Done and Validated
buttonsbuttons
• Can only have one Sequence per Cycle enteredCan only have one Sequence per Cycle entered
Cycle/SequenceCycle/SequenceCycle/SequenceCycle/Sequence
You can only have one You can only have one
Sequence per Cycle entered Sequence per Cycle entered
for the Measurement, for the Measurement,
NADIR/Adverse Event and NADIR/Adverse Event and
Evaluation/Treatment FormsEvaluation/Treatment Forms..
Cycle DataCycle DataCycle DataCycle Data
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional field Do not use comment field for additional field
• data entrydata entry
• When to use Query, Not Done and Validated When to use Query, Not Done and Validated
buttonsbuttons
• Can only have one Sequence per Cycle enteredCan only have one Sequence per Cycle entered
• Enter Study # and Subject # on Study lineEnter Study # and Subject # on Study line
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional field Do not use comment field for additional field
• data entrydata entry
• When to use Query, Not Done and Validated When to use Query, Not Done and Validated
buttonsbuttons
• Can only have one Sequence per Cycle enteredCan only have one Sequence per Cycle entered
• Enter Study # and Subject # on Study lineEnter Study # and Subject # on Study line
You can enter Study # and You can enter Study # and
Subject # in the Study field Subject # in the Study field
and it move the Subject # and it move the Subject #
over to the Subject field over to the Subject field
automatically.automatically.
You can enter Study # and You can enter Study # and
Subject # in the Study field Subject # in the Study field
and it move the Subject # and it move the Subject #
over to the Subject field over to the Subject field
automatically.automatically.
Cycle DataCycle DataCycle DataCycle Data
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional field Do not use comment field for additional field
• data entrydata entry
• When to use Query, Not Done and Validated When to use Query, Not Done and Validated
buttonsbuttons
• Can only have one Sequence per Cycle enteredCan only have one Sequence per Cycle entered
• Enter Study # and Subject # on Study lineEnter Study # and Subject # on Study line
• ALWAYS use TAB key to move from field to fieldALWAYS use TAB key to move from field to field
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional field Do not use comment field for additional field
• data entrydata entry
• When to use Query, Not Done and Validated When to use Query, Not Done and Validated
buttonsbuttons
• Can only have one Sequence per Cycle enteredCan only have one Sequence per Cycle entered
• Enter Study # and Subject # on Study lineEnter Study # and Subject # on Study line
• ALWAYS use TAB key to move from field to fieldALWAYS use TAB key to move from field to field
Cycle DataCycle DataCycle DataCycle Data
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional field Do not use comment field for additional field
• data entrydata entry
• When to use Query, Not Done and Validated When to use Query, Not Done and Validated
buttonsbuttons
• Can only have one Sequence per Cycle enteredCan only have one Sequence per Cycle entered
• Enter Study # and Subject # on Study lineEnter Study # and Subject # on Study line
• ALWAYS use TAB key to move from field to fieldALWAYS use TAB key to move from field to field
• Current VersionCurrent Version
* Tips & TechniquesTips & Techniques
• Do not use comment field for additional field Do not use comment field for additional field
• data entrydata entry
• When to use Query, Not Done and Validated When to use Query, Not Done and Validated
buttonsbuttons
• Can only have one Sequence per Cycle enteredCan only have one Sequence per Cycle entered
• Enter Study # and Subject # on Study lineEnter Study # and Subject # on Study line
• ALWAYS use TAB key to move from field to fieldALWAYS use TAB key to move from field to field
• Current VersionCurrent Version
Current VersionCurrent VersionCurrent VersionCurrent Version
The Current Version button
is set by default to go to the most
current form. We would
prefer that you use this button.
New Functions/FeaturesNew Functions/FeaturesNew Functions/FeaturesNew Functions/Features
* Holding BinHolding Bin* Holding BinHolding Bin
Holding Bin FactsHolding Bin FactsHolding Bin FactsHolding Bin Facts
* What is the Holding Bin?What is the Holding Bin?
• A mechanism to save partially completed A mechanism to save partially completed forms.forms.
Example: You have started a form and are called to Example: You have started a form and are called to see a patient; you could save the form as work in see a patient; you could save the form as work in progress to be completed later.progress to be completed later.
• A means to temporarily store forms with A means to temporarily store forms with error(s).error(s).
Example: Save forms with errors that need Example: Save forms with errors that need additional investigation to resolve the error(s).additional investigation to resolve the error(s).
* What is the Holding Bin?What is the Holding Bin?
• A mechanism to save partially completed A mechanism to save partially completed forms.forms.
Example: You have started a form and are called to Example: You have started a form and are called to see a patient; you could save the form as work in see a patient; you could save the form as work in progress to be completed later.progress to be completed later.
• A means to temporarily store forms with A means to temporarily store forms with error(s).error(s).
Example: Save forms with errors that need Example: Save forms with errors that need additional investigation to resolve the error(s).additional investigation to resolve the error(s).
Holding Bin Facts - ContinuedHolding Bin Facts - ContinuedHolding Bin Facts - ContinuedHolding Bin Facts - Continued
* The Holding Bin will have one “Error List” that The Holding Bin will have one “Error List” that will summarize forms into these groups: My will summarize forms into these groups: My Work In Progress, Existing Errors (IE: greater Work In Progress, Existing Errors (IE: greater than 7 days & less than 7 days) and Queries. List than 7 days & less than 7 days) and Queries. List can be requested as individual, study or site can be requested as individual, study or site specific. specific.
* Forms placed in the Holding Bin WILL NOT be Forms placed in the Holding Bin WILL NOT be removed from the overdue list.removed from the overdue list.
* The expected implementation date is November The expected implementation date is November 15th15th,, 2004. 2004.
* The Holding Bin will have one “Error List” that The Holding Bin will have one “Error List” that will summarize forms into these groups: My will summarize forms into these groups: My Work In Progress, Existing Errors (IE: greater Work In Progress, Existing Errors (IE: greater than 7 days & less than 7 days) and Queries. List than 7 days & less than 7 days) and Queries. List can be requested as individual, study or site can be requested as individual, study or site specific. specific.
* Forms placed in the Holding Bin WILL NOT be Forms placed in the Holding Bin WILL NOT be removed from the overdue list.removed from the overdue list.
* The expected implementation date is November The expected implementation date is November 15th15th,, 2004. 2004.
New Functions/FeaturesNew Functions/FeaturesNew Functions/FeaturesNew Functions/Features
* Holding BinHolding Bin• New Form ButtonsNew Form Buttons
* Holding BinHolding Bin• New Form ButtonsNew Form Buttons
New Form ButtonsNew Form ButtonsNew Form ButtonsNew Form Buttons
Save As:Save As:Complete or Work in ProgressComplete or Work in Progress
Save As:Save As:Complete or Work in ProgressComplete or Work in Progress
Holding Bin StatusHolding Bin StatusHolding Bin StatusHolding Bin Status
Forms placed in the Holding
Bin, will be displayed in
orange.
Close FormClose FormClose FormClose Form
Close Form - Warning MessageClose Form - Warning MessageClose Form - Warning MessageClose Form - Warning Message
New Functions/FeaturesNew Functions/FeaturesNew Functions/FeaturesNew Functions/Features
* Holding BinHolding Bin• New Form ButtonsNew Form Buttons• ValidatingValidating
* Holding BinHolding Bin• New Form ButtonsNew Form Buttons• ValidatingValidating
New Validating BoxNew Validating BoxNew Validating BoxNew Validating Box
Potential Errors FoundPotential Errors FoundPotential Errors FoundPotential Errors Found
New Functions/FeaturesNew Functions/FeaturesNew Functions/FeaturesNew Functions/Features
* Holding BinHolding Bin* New Form ButtonsNew Form Buttons* ValidatingValidating* Save As Work In ProgressSave As Work In Progress
* Holding BinHolding Bin* New Form ButtonsNew Form Buttons* ValidatingValidating* Save As Work In ProgressSave As Work In Progress
Work In ProgressWork In ProgressWork In ProgressWork In Progress
New Functions/FeaturesNew Functions/FeaturesNew Functions/FeaturesNew Functions/Features
* Holding BinHolding Bin* New Form ButtonsNew Form Buttons* ValidatingValidating* Save As Work In ProgressSave As Work In Progress* Cancel Save & Resolve Errors NowCancel Save & Resolve Errors Now
* Holding BinHolding Bin* New Form ButtonsNew Form Buttons* ValidatingValidating* Save As Work In ProgressSave As Work In Progress* Cancel Save & Resolve Errors NowCancel Save & Resolve Errors Now
Cancel Save & Resolve Errors Cancel Save & Resolve Errors NowNow
Cancel Save & Resolve Errors Cancel Save & Resolve Errors NowNow
If selected the data will not be saved and you will be redirected to the 1st error on the
form.
New Functions/FeaturesNew Functions/FeaturesNew Functions/FeaturesNew Functions/Features
* Holding BinHolding Bin• New Form ButtonsNew Form Buttons• ValidatingValidating• Save As Work In ProgressSave As Work In Progress• Cancel Save & Resolve Errors NowCancel Save & Resolve Errors Now• File Menu OptionsFile Menu Options
* Holding BinHolding Bin• New Form ButtonsNew Form Buttons• ValidatingValidating• Save As Work In ProgressSave As Work In Progress• Cancel Save & Resolve Errors NowCancel Save & Resolve Errors Now• File Menu OptionsFile Menu Options
File Menu OptionsFile Menu OptionsFile Menu OptionsFile Menu Options
Unsaved Data - Warning MessageUnsaved Data - Warning MessageUnsaved Data - Warning MessageUnsaved Data - Warning Message
New Option Menu ItemNew Option Menu ItemNew Option Menu ItemNew Option Menu Item
By default the Close on Save feature is set to “Yes”. If you wish to disable this feature,
you will need to change selection to “No”.
File Menu Options\Buttons File Menu Options\Buttons RemovedRemoved
File Menu Options\Buttons File Menu Options\Buttons RemovedRemoved
*Refresh Data Menu OptionRefresh Data Menu Option
*Reload Form Menu Option & Reload Form Menu Option & ButtonButton
*Print ButtonPrint Button
*Refresh Data Menu OptionRefresh Data Menu Option
*Reload Form Menu Option & Reload Form Menu Option & ButtonButton
*Print ButtonPrint Button
New View OptionNew View OptionNew View OptionNew View Option
Error List options have been appended as follows:
My Error List: Your errors across all studies & sites
Study Error List: All errors for that study that you have authorization to access
Site Error List: All errors across all studies for that site
39
New Error List ReportNew Error List ReportNew Error List ReportNew Error List Report
Holding Bin
Existing Errors
Queries
40
New Error List Report Color GridNew Error List Report Color GridNew Error List Report Color GridNew Error List Report Color Grid