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How to Review Data in Disclose

Written by Gemma
Updated over 5 months ago

1. Upon receiving notification email from Disclose, click on the ‘View the Form’ link in the email. You will be directed to the appropriate form within Disclose.

2. Review the form and add comments as needed. To add comments, click on the field you wish to add the comment.

3. Then enter your comments on the selected field dialogue box located on the Comments section (located on the right-hand side of the screen). Once entered, click on the “Comment” button.

4. Fields that have comments will display a Pink bubble icon.

Note: You can enter comments at the form or tab level by selecting the form or tab you want to enter a comment on and clicking the Comments button.

5. When the review is complete, click on the task link in the left navigation panel to access your task (Complete Review [Initial Results Disclosure]).

6. The Workflow task will appear on the right-hand side of your screen. For this task, you can choose one of three options: Send back to Edit, Send to Transform, or Re-review. After selecting an option, click the "Mark Task Complete" button.

  • ALTERNATIVE STEP TO REVIEW DATA

Prerequisite: Repeat step 1

For Disclose Review Tasks, the user can complete the task directly via the ‘I’m Done’ button located at the top of the form navigation ribbon. This allows reviewers to avoid clicking into the actual Review task via My Study Tasks or Tasks page.

Mark the Review task complete via ‘I’m Done’ button or ‘Mark Task Complete’ button within task pop-up window.

Review Process Tips and Tricks

  • The default main screen for viewing forms is the View All tab. This tab provides a preview of the form content on a single tab.

  • To view the data in the format displayed on Clinical Trials.gov, click on the Preview tab

  • To Add Comments, make sure the Comments Panel displays on the right hand side of your screen. If it is not, click on the Comments button to lad the panel.

  • You can add comments at the Form, Tab and Field levels.

  • Tab Level Comment; select the tab where you would like to add the comment, enter the comment, then click on the Comment button

  • Field Level Comment; select the field, enter the comment and click Comment.

  • Once Review is complete, click the “I’m Done” button

COMMONLY ASKED QUESTIONS

  • How can I provide a copy of the PRF for Reviewers that don’t have access to TrialScope Disclose?

  1. Select the Print Preview option from the More Actions dropdown

  1. A new browser will launch with the content of the PRF. Press the buttons CTRL + P on your keyboard to launch the print properties.

  2. Select the option to Save as PDF, click Save

Note – the printer display may look slightly different depending on the browser used.

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