To access the monitoring features in the Monitor and Manage Data module, your User Role must be Monitor, Data Manager, or Study Director. For information about features in the module, see Monitor and Manage Data.

The features within the module that you can access depend on your User Role and User Type:

RoleFeaturesNotes
MonitorSubject MatrixCan only view. Cannot make changes to information.
 View EventsCan only view. Cannot make changes to information.
 Source Data VerificationNo restrictions.
 Study Audit LogNo restrictions.
 Notes and DiscrepanciesCan create only the Query type of Discrepancy Note.
Can only update or close an existing Discrepancy Note.
Study Director or Data ManagerSource Data VerificationNo restrictions.
 Study Audit LogNo restrictions.
 RulesStudy level only.
 GroupStudy level only.
 CRFsStudy level only. User Type must be “business administrator” or “technical administrator” to edit, remove, restore, or delete CRFs.