This screen displays the Participant’s general information, Events, and Forms, as well as a link to the Participant’s Audit Trail.

From this screen, depending on your level of access, you can:

  • View, Add or Update Participant data
  • View Forms
  • Enter/edit Form data
  • Lock Events
  • Sign Events
  • Edit Events
  • Add or Schedule Events
  • Remove/Restore Events
  • Clear Forms
  • Reassign a Form to another version

To Access the Participant Details Screen:

On the Participant Matrix, click on the Participant ID or the View button that corresponds to the Participant whose information you want to see.

The PDP is Divided Into the Following Sections:

  • General Information
  • Visit-Based Events
  • Common Events
  • Casebook (Casebook information can be found in the Download Single Participant Casebooks section of the Generating Participant Casebooks page)

General Information Section

The General Information Section displays information about:

  • The participant
  • The study
  • The site
  • The participant status
  • The Participate information (if Participate module is active)
  • eConsent status (if eConsent module is active)
  • Participant Audit Log
  • Whether All, only Active, or only Removed records are displayed

Note: If Participant ID Method of Creation is set to System-generated, only Data Managers can edit the Participant ID. Data Managers can always edit IDs, even ones that are system-generated. If Participant ID Method of Creation is set to Manual Entry, 

Visit-Based Events Section:

The Visit-Based Events section allows users to:

  • Schedule Visit-Based Events
  • Lock, Sign, Verify or Edit Visit-Based Events
  • Remove/Restore Events
  • View/Clear Forms within Visit-Based Events
  • Enter/edit Form data
  • Reassign a Form to another version
  • Search a specific Event or Form name

Common Events

The Common Events section allows users to:

  • Add new instances of Common Events
  • Lock, Sign, Verify or Edit Common Events
  • Remove/Restore Forms
  • View Forms
  • Enter/edit Form data
  • Reassign a Form to another version
  • Search for a specific instance of a Form within a Repeating Common Event

Custom Views

The Participant Details screen initially opens with the Visit-Based Events displayed and all Common Events collapsed. Click the Expand All link to expand all Common Events, or click an individual Common Event section to expand only that section.

When you expand sections, the Custom View On button appears. To return the screen to its default state, click the X on the Custom View On button.

The Custom View On button will appear when you expand or collapse any section that is not part of your default view. It will also appear after changing the Showing filter or using the Search feature within Visit and/or Common events. Your custom view will remain on that participant until you update it again or go back to your default view by clicking the X.