remote data entry updates lori wangsness kim gallimore lori wangsness kim gallimore

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


• 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.



• 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


• 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.



• 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


• Do not use comment field for additional field data Do not use comment field for additional field data

entryentry


buttonsbuttons


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..



• Do not use comment field for additional field Do not use comment field for additional field

• data entrydata entry


buttonsbuttons


• Enter Study # and Subject # on Study lineEnter Study # and Subject # on Study line





buttonsbuttons



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.






buttonsbuttons



• ALWAYS use TAB key to move from field to fieldALWAYS use TAB key to move from field to field





buttonsbuttons









buttonsbuttons




• Current VersionCurrent Version





buttonsbuttons




• 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.


* 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


* 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


* 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


* 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.


* 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

remote data entry updates lori wangsness kim gallimore lori wangsness kim gallimore

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