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Business Signing Forms and Processes
User Guide
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Topicclinical data
Tutorial
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Introduction

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titleDescription
 Clinical data need to be signed off by the person responsible for the data to confirm that the data is correct. In Vista Trials, signing will be done by entering the user login (email + password) for a second time.

  

Overview of signatures

 The overview of the signatures can be found by:

  • Clicking on the 'Signatures' button in the actions column in the Subjects

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  • tab of the Study

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  • Clicking on the '

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For the Forms, signatures can be done on 3 levels:

  • Select all forms for signature
  • Select all forms ready to sign in an Event
  • Select individual Forms in an EventSignatures' button

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The overview shows the status of the signatures for the Processes and for the Forms.

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  • when the Subject has been accessed

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There are 3 views in the signatures overview:

  • Ready to sign
  • Not signed
  • Signed

For each view both the available activities and forms are shown.


Ready to sign

This overview shows the activities and forms which are ready to be signed.



 


Counters

 

 

 

Icons

IconDescription
  Cannot be signed off yet as the status is not clean
Ready for signature
  Signed off

 

Sign

From the 'ready to sign' and the 'not signed' view it is possible to sign off activities and/or forms which are ready to be signed (closed activities and submitted forms with status 'no issues'). It is possible to select all activies/forms for signature or to make a selection of activities/forms for signature.

 

In order to sign a Process or Form:

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After selecting the Processes/Forms you want to sign, enter your password and click on the 'Submit signature' button.

 

  (warning) Signing cannot be done with a temporary password

Revoke a signature

From the 'signed' view it is possible to revoke the signature of activities and/or forms which were already signed.


In order to revoke a signature, click on the revoke button in the 'Actions' column and confirm that you want to revoke the signature. When a signature has been revoked, this will be listed in the history of revoked signatures.

 

 

 History of revoked signatures

 To see the history of revoked signature, click on the 'History' button in the 'Actions' column. You will see when and by who the signature was done and on which date the revoke was done with the reason (manual versus automatic?).

  

 

Go to

With the 'Go to' button you will be directed to the Process/Form linked to that record.

Signature of a Form

Only the Owner of the Form (see /wiki/spaces/VTDOC/pages/16587063545) is able to sign a Form. It is possible to sign a Form when the Form is submitted and when the validation status of the form is "No issues" (see /wiki/spaces/VTDOC/pages/16587063594

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When a Form is signed, the following information will be clearly visible on the Form:

  • Signature with who signed --> Name of the User?
  • Role of the SigneeConfirmation that the form is 'signed'
  • Username and role of the user who signed
  • DateTime stamp when it was signed
     
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 Signing a Form does not lock the form. Queries can still be made and modifications can still be done: if a signed Form is modified, the signature of the Form will be overridden and needs to be signed again. In case a modification was performed on the Form, it is clear on the Form that a new signature is needed. It is also clear for the user in the signature page that Forms needs to be resigned although they were already signed before.

 

Signature of a Process

The same Priniciples as for a Form shall be used, with the difference that a process gets Closed and not Submitted --> to be checked if the following is correct based on this statement:

Only the Owner of the process (see /wiki/spaces/VTDOC/pages/16587063545) is able process is able to sign a process. It is possible to sign a process when the process is closed (see Processes and Study Flowclosed (

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When a process is signed, the following information will be clearly visible for the process: 

  • Signature with Username and role of the user who signed --> Name of the User?
  • Role of the Signee
  • DateTime stamp when it was signed  
     

      
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 Signing a process does not lock the process. When a process is signed and resetedited, the signature of the process will be overridden and needs to be signed again. In case a reset modification to the process is done, it is clear in the process that a new signature is needed. It is also clear for the user in the signature page that the process needs to be resigned although it was already signed before.

 

Overview