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Manage eConsents records

Two dashboards cover the life of your consents. The Dashboard is anonymized and shows every record in the study. Signatures shows the signed ones and needs permission to view subject personal information. This article covers both, plus exporting.


Read the eConsent dashboard

Open eConsent, then Dashboard under your study. It gives you a central, anonymized view of every record, which is where you go to find one quickly.

Column

What it shows

Subject ID

The subject's unique code for this study. It is anonymized, and consistent across every module.

Send Date

When the record was created.

Consented On

When the subject signed.

Center

The center the subject belongs to.

eConsent Form

The source form this record was made from.

Language

The subject's configured language.

Status

Where the record has reached. See the next section.


What each status means

Status

Means

Needs signature

The record exists and is waiting for the subject to sign.

Needs counter signature

The subject has signed. It is waiting for the investigator to review and sign.

Signed

Reviewed and signed by both parties. Complete.

Rejected

The subject rejected it online, from their personal account.

Archived

Archived by clinical staff holding the required permission.


Countersign a document

🔑 Prerequisite: at least one record already signed by a subject, and permission to view subject personal information.

The Signatures page splits into two tabs: what is waiting for you, and what is finished.

🛠️ Step by step guide

Sign what is waiting

  1. Open your EDC clinical study.

  2. Go to eConsent, then Signatures.

  3. Select the To Sign tab.

  4. Find the subject's record and review the document.

  5. If everything is correct, select Sign PDF.

Look back at what is signed

  1. Open your EDC clinical study.

  2. Go to eConsent, then Signatures.

  3. Select the Signed tab.


Export records

You can export from the Dashboard either in bulk or one record at a time.

🛠️ Step by step guide

Several at once

  1. Open your EDC clinical study.

  2. Go to eConsent, then Dashboard.

  3. Select the records you want.

  4. Click Export and choose your format.

Just one

  1. Open your EDC clinical study.

  2. Go to eConsent, then Dashboard.

  3. Click the three dots on that record's row.

  4. Click Export and choose your format.


👉🏻 Next step

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