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Learn how to review study data, make accurate updates, and complete compliant sign‑off steps using the View Data tab.
Summary of Process Steps
Find the Study Event
Use the event list in the View Data sidebar to locate the visit, session, or data entry you want to edit. You can browse, filter, or search to quickly find the correct study event.
Start the Editor Workflow
After opening the study event, select Edit to switch the form into an editable view. All fields become available so you can make the necessary updates.
Edit Study Data
Update the fields that need correction. As you make changes, any dependent values or scores update automatically if the form includes logic.
Review and Submit Edits
Review your changes, choose a reason for the update, and sign off with your Clario Portal credentials. Your edits are submitted only after sign‑off.
Before You Begin: Permissions and Study Settings
Your ability to edit study data in the View Data tab depends on both your user permissions and the data‑change settings configured for your study. These settings control how updates are handled and who is allowed to make them.
Studies can be configured in one of the following modes:
Direct Edit – You can make and save changes immediately.
Submit for Review – You can submit changes, but they must be reviewed and approved by a designated reviewer before they take effect.
By Request Only – You cannot edit data directly. Instead, you submit a request describing the update, and a reviewer applies the changes on your behalf.
If you do not see editing options in View Data, your study or role may not allow direct edits. Contact your sponsor or CRO study management teams for more information about your permissions.
1
Find the Study Event
To locate the data you want to edit, use the event list in the View Data sidebar.
To search and filter the data list:
Select an event type — Visits, Sessions, or Data.
Browse the list or use search or filters to narrow your options.
Visits: Enter part of the visit name.
Sessions: Choose a date range.
Data: Search by form name or activity name.
Select the visit, session, or data entry you want to review.
The form for that study event opens in the main panel, ready for review.
2
Start the Editor Workflow
Once the form is open, you can start the edit workflow.
To start the editor:
Select Edit.
The form opens in an editable view with Cancel and Review options.
Make the necessary updates to the form fields.
Understanding Question Types
Forms in View Data may include different question types, such as multiple‑choice, numeric fields, and scales. If you want to learn more about how these question types work, read our guide on completing visits.
3
Edit Study Data
In Expert Editing Mode, you can update any fields in the form. All fields are visible and can be edited as needed. As you make changes, any calculated values or scores update automatically if the form includes logic.
To edit the form:
Enter the revised values in the fields that need correction.
Confirm that any dependent fields or scores update as expected.
When you’re finished, select Review to continue to the confirmation step.
Your changes aren’t applied yet—you will review and sign off in the next step.
4
Review and Submit Edits
After you finish, you must review your changes and sign off. Have your Clario Portal credentials ready, as the system will require authentication before the updates can be submitted.
To review and submit your edits:
Select Review.
Choose a Reason for Change. If you select Other, enter additional details in the text box.
Review the list of changes, scrolling as needed to confirm all updates.
Select Sign.
Enter your Clario Portal credentials to authenticate the change.
Confirm authorization by selecting I authorize this request.
Select Sign again to finalize the update.
Once signed, your changes are submitted. A Data Change Request (DCR) is automatically created and closed, and the system logs all previous values, new values, the change reason, user details, and timestamps.
You’ll return to the View Data tab, where the form is now locked. All updates—including who signed and when the sign‑off occurred—are recorded in the audit trail.