Monitoring Signatures

1. Monitoring Signatures
   1. Checking Status
      1. Subject Matrix
      2. Subject Details Dashboard
   2. Using Data Explorers
      1. Filtering for Invalid Signatures
      2. Filtering for Missing Signatures
      3. Filtering for Signed Records

Monitors are responsible for identifying any signatures that have been invalidated due to data changes and the following demonstrates the process for the same.

Note: Monitors must ensure that PIs have signed all required visits

Checking Status

You can identify signature status using the visual indicators in the Subject Matrix and Subject Details Dashboard.

Subject Matrix

This view provides a high-level overview of all subjects. Look for the following icons in the visit columns:

• Signed: Teal Checkmark and Clipboard.
• Invalid: Clipboard with a Red Dot (Data changed after signing).
• Missing: No icon present.

Subject Details Dashboard

For a specific subject, the Status column displays the precise status of every visit.

Using Data Explorers

For bulk monitoring, use the Data Explorers tool to filter visits across the entire study.

1. Access Data Explorers: Click Data Explorers in the left navigation menu.

2. Select Visits: Click the Visits tab to view the visit log.

3. Open Filter: Click the Options Icon (⋮) on the Visit Status column and select Filter.

Filtering for Invalid Signatures

To find visits that need re-signing:

• Set the filter to: Visit Status contains Invalid Signatures.

• Result: This displays only the records where the PI needs to review changes and re-sign.

Filtering for Missing Signatures

To find visits that have not yet been signed:

• Set the filter to: Visit Status does not contain Signed.

• Result: This displays all completed visits that are pending a signature.

Filtering for Signed Records

To verify completed work:

• Set the filter to: Visit Status contains Signed.

• Result: This displays all validly signed visits.