Accessing Questionnaires
From Participant Record
From Site Dashboard
View pending data entry tasks across all participants:- Filter by status (not started, in progress)
- Filter by due date
- Sort by priority
Entering Data
Basic Entry
Field Types and Entry
| Field Type | How to Enter |
|---|---|
| Text | Type directly into the field |
| Number | Enter numeric value; decimals if allowed |
| Date | Use date picker or type in format |
| Single Choice | Select one option from list |
| Multiple Choice | Select all applicable options |
| Boolean | Select Yes or No |
| Attachment | Click upload and select file |
Required Fields
Required fields are marked with an indicator:- Cannot complete the form until all required fields are filled
- Validation shows which fields need attention
- Optional fields can be left blank
Saving and Status
Save vs. Complete
| Action | Result |
|---|---|
| Save | Data preserved, form remains In Progress |
| Complete | Data saved, status changes to Completed (Site) |
Auto-Save
Forms may auto-save periodically. Look for the save indicator showing when data was last saved.Validation
During Entry
Real-time validation shows:- Format errors (e.g., invalid date format)
- Range violations (value outside min/max)
- Required field indicators
On Completion
When marking complete:- All required fields must be filled
- All validation rules must pass
- Warnings may allow override with confirmation
Conditional Logic
Some fields appear based on conditions:- Answering “Yes” may reveal follow-up questions
- Selecting certain options may show additional fields
- Conditions are defined in the questionnaire design
How Conditional Fields Work
How Conditional Fields Work
Fields with conditions are hidden until their conditions are met. If you change an answer that triggers a condition, related fields appear or disappear accordingly.
Calculated Fields
Some fields are auto-calculated:- Computed from other entered values
- Cannot be manually edited
- Update automatically when source values change
Editing After Completion
Once completed, editing may be restricted:Before Verification
- Site team can usually edit
- Changes are tracked in audit trail
- May require reason for change
After Verification
- Editing may require query resolution
- Changes reset verification status
- Study team approval may be needed
Handling Missing Data
Unknown Values
If data cannot be obtained:- Use designated “Unknown” options if available
- Document why data is missing
- Required fields cannot be left blank without explanation
Not Applicable
If a field doesn’t apply:- Use “Not Applicable” option if available
- Skip optional fields as appropriate
- Conditional logic may hide irrelevant fields
Keyboard Navigation
Efficient data entry using keyboard:| Key | Action |
|---|---|
Tab | Move to next field |
Shift+Tab | Move to previous field |
Enter | Select/confirm in dropdowns |
Space | Toggle checkboxes |
Best Practices
Verify Source Data
Verify Source Data
Always verify data against source documents before entering.
Double-Check Entries
Double-Check Entries
Review entries before saving, especially numeric values.
Note Unclear Data
Note Unclear Data
If source data is unclear, add a note and raise a query if needed.
Complete Promptly
Complete Promptly
Enter data promptly after collection while information is fresh.
Related
Questionnaires
Questionnaire structure and design.
Submission
Submitting completed data.