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Monitoring tab

The 'Monitoring' tab gives an overview of all the queries, data validations and dropped verifications in a study. To enable monitoring for your study, go to the study 'Settings' and change the setting 'Monitoring' to 'Yes'.

Once enabled in the study, users with edit rights can view the 'Monitoring' tab, which contains overviews of queries, data validations and dropped verifications.

The 'Monitoring' tab contains three sub-tabs. When accessing each individual sub-tab 'Queries', 'Validations', and 'Verifications', columns width and/or columns order settings are user-specific in that each user's choice of access is retained even after the user logs off and is maintained until the user changes it again. 


Open the 'Queries' tab to access the queries overview. An overview of all queries in the study (unless you filtered the results) are displayed here.

  • Using the 'Filters' button, you can filter the queries:

  • It is possible to filter by status (open, resolved, closed or all Monitoring queries), or by institute to only show queries for records which belong to a particular institute, or by creation date:

By clicking on the column name, the queries can be sorted based on the associated record ID, Institute, creation date, location (in the forms), first and last remark, status, query age, or by time to resolve. 

Clicking the status icon next to a query opens an information window, in which all comments related to the query can be reviewed. It is also possible to add a remark and change the status of the query, if necessary.


The 'Validations' sub-tab displays all active validation fields in study, reports or surveys of the type Exclusion, Warning, and Message. Note: Error validations are not displayed, as any value that triggers an error message is never saved:

  1. Again you can filter validations by type (Warning or Message), by institute to show records with validations which belong to a particular institute, or by data entry type to show validations for particular form types (study, report or survey), or by the validation status.
  2. An overview of all records is given with the details of the validation.
  3. The operator represents how the field value and the reference value are compared, depending on the setup of the validation message. There are several operators: greater than, greater than or equal to, equal to, smaller than, smaller than or equal to, not. The 'Reference value' represents the value that is used in comparison to the value that was entered in a field, as defined during the validation setup.

To open the record and jump to the step with the validation, click on the eye icon in the column 'View'.

Validations Status

It is possible to manage the field's validation using the status feature in the Monitoring tab. You are able to select the following status: New, Reviewed and Completed for the following validation message types: Message, Warning. In this way, it is possible to see the remaining active validations that still need to be evaluated and resolved. 


  • You will need to have Query rights to be able to change the status of a validation to ‘reviewed’ or to ‘resolved’ (closed).
  • The status for the Exclusion validation type status is not available, nor can it be changed. This is due to the current use of the Exclusion type, which automatically prevents further data entry.

Once marked as ‘resolved’, the validation is not shown any longer in the Validations overviews AND in Data entry. But as soon as a user changes the status from ‘resolved’ to ‘reviewed’ or ‘new’, the validation is shown again in data entry.

If the field on which a validation was triggered is encrypted, the user must besides the Query right also ‘Encrypt/Decrypt’ rights in order to change the validation status. Without Decrypt rights, the user would not be able to see the validation message itself.


In the ‘Verifications’ sub-tab dropping phase, step, and field-level SDV events are displayed in both record-level and global for all records 'Monitoring' tab.

This global sub-tab displays all fields pending SDV, as well as dropped verifications in the study or in reports:

In the 'Verifications' tab, the 'Pendind SDV' table displays all completed fields that are pending SDV (Source Data Verification).  This will help you to keep track of your work and allow you to directly open data entry on the same step where that particular data point is located. By clicking on the arrow icon, you can expand the options and check the field label, the step and the phase where the field with pending SDV is located. By clicking on the eye icon, you can directly navigate to the field and step.

By clicking on the 'Filters' button, it is possible to filter the pending SDV fields by Institute, Data entry type (Study or Report), Location (Study Phase, Study Step, Report) and when the field was last updated.

Choose to show dropped verifications only for study or reports. The resulting data can also be filtered by user, by institute, and by the data entry type (study or report).

Note: this overview does not display active verifications.

To open the record and directly view the step where the verification was dropped, click on the eye icon in the column 'View'.

To see all active verifications, go to the 'Records' tab and use the 'Phase' or 'Step' view mode. Steps where source data verification has been applied can be identified by an SDV checkmark. 

Custom verifications are only displayed in the Phase or Step in the Record directly as a 'VER' icon:

The 'Monitoring' tab will also appear in the record view and will include the same sub-tabs, but these will contain only the information (queries, validations, and dropped verifications) associated with the selected record.

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  1. Castor Support Team

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