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Review a participant's ePRO answers

Open the participant's submitted questionnaire from the Casebook and click Mark reviewed. For a questionnaire that was missed, click Mark as not completed and choose the reason.

ForInvestigatorsSite coordinators & staffUpdated

Mark a questionnaire as reviewed

  1. In the Casebook, open the participant's visit and the submitted questionnaire.

  2. Read the answers and click Mark reviewed.

    The banner shows "Reviewed on" the date, and the review is kept in the audit trail. Click Undo to take it back.

Only investigators (Principal Investigator and Sub-Investigator) can mark ePRO answers as reviewed. Participants' answers are never changed, verified, frozen or locked by staff.

Record a missed questionnaire

  1. Open the missed questionnaire (badge Missing) after its window has closed.

  2. Click Mark as not completed.

  3. Choose a Reason, for example Participant declined, Missed response window or Technical issue, and add a comment if useful.

  4. Click Record.

    The badge changes to Not completed and the entry no longer counts against ePRO compliance.

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