Verify data against source (SDV)

1. 1

   Open the submitted form from the Casebook.

2. 2

   Click the hollow circle next to each field you checked against the source.

   It turns into a pale green tick: staged, but not saved yet. Use Verify all below the last question to stage every field.

3. 3

   Check the summary line: how many fields will be verified or unverified.

4. 4

   Click Submit verification.

   You see "Verification submitted". Each tick shows who verified it and when, and it is kept in the form's edit history.

1. 1

   In the Casebook, click the visit cell and open the SDV tab.

   It shows how many forms are verified and how many are waiting.

2. 2

   Expand a form to preview its answers.

3. 3

   Click Verify on a form, or tick several and click Verify Selected.

The dashboard card Data requiring verification, the Outstanding SDV report and the SDV status by site table count verified forms. If a form is edited after verification, it goes back to pending.

1. 1

   Open Forms, open the form and find the Source data verification card.

   By default every field needs SDV.

2. 2

   Switch fields on or off, or use Mark all SDV / Clear all SDV.

3. 3

   Click Save SDV settings, give a reason and click Save.

Fields that do not need SDV show no verification marker. Calculated fields never need SDV. Read more about source data verification and risk-based monitoring.