Chapter 17. Module 17: DFcollect Mobile Data Collection

Table of Contents

17.1. Introduction
17.2. Tests & Requirements
17.3. Begin Module 17.
17.4. Modify valid1 user permissions for DFcollect entry.
17.5. Installation, App preferences and initial DFcollect login.
17.6. Online data record creation.
17.7. Download subject data for offline use.
17.8. Create data records in offline mode, query resolution and adding reasons for data values.
17.9. Sync data collected offline to your DFdiscover server.
17.10. Clearing DFcollect cache.
17.11. Adding, reviewing and downloading subject documents.
17.12. Confirming data sent to the server using DFexplore.
17.13. End Module 17.

17.1. Introduction

[Warning]Warning

Optional Module.  The DFweb Data Entry module requires the DFWS feature (web services API). If your DFdiscover server is not licensed for this feature, do not complete this module.

DFcollect is compatible with the following mobile device operating systems:

  • iOS

  • Android

17.2. Tests & Requirements

  1. Modify valid1 user permissions for DFcollect entry.

  2. Installation, App preferences and initial DFcollect login.

  3. Online data record creation.

  4. Download subject data for offline use.

  5. Create data records in offline mode, query resolution and adding reasons for data values.

  6. Sync data collected offline to your DFdiscover server.

  7. Clearing DFcollect cache.

  8. Adding, reviewing and downloading subject documents.

  9. Confirming data sent to the server using DFexplore.

Estimate of Time Required: 20 Minutes

17.3. Begin Module 17.

  1. Start DFATK as described in Module 1 (Installation & Initialization).

  2. Click Module 17 followed by Begin to begin this module.

17.4. Modify valid1 user permissions for DFcollect entry.

[Note]Note

If Chapter 16, Module 16: DFweb Data Entry was the last DFATK module completed proceed to Section 17.5, “Installation, App preferences and initial DFcollect login.” as the permissions for valid1 have previously been modified.

  1. As user datafax open the login dialog for DFadmin as described in (Section 1.5, “Define Acceptance Test Study to the DFdiscover server.”). Enter the login name and password for user datafax and select Login. Click Login to login.

  2. In DFadmin, click Users tab. Choose the entry for valid1 from the list of users.

  3. Select Permissions tab, confirm/modify the existing Sites permissions by replacing Sites 'ALL' with '99'.

  4. Select File > Save or click Save to apply and save the modifications to the role. Select File > Exit to exit DFadmin.

17.5. Installation, App preferences and initial DFcollect login.

  1. Download and install DFcollect from either Google Play Store or Apple App Store to your mobile device or tablet.

  2. Open DFcollect.

  3. Click > Preferences. Set:

    System Setting

    • API Server = your API servername

    • Server Connection = enabled (green)

    Click Close to apply settings.

  4. Click > About DFcollect to display version information. Click Close to return to the DFcollect login screen.

  5. In the DFcollect login dialog, enter the name for DFdiscover Server that has been provided by your administrator. Enter valid1 in the Username field and the previously assigned password in the Password field. Click Login to login.

  6. From the list of available studies, click the 254 Acceptance Test Study to open its database.

    [Note]Note

    If valid1 only has access to DFATK you will be taken directly to the study sites view.

  7. Site 99: Hospital #99 opens displaying a list of available subjects.

  8. Click > Study Help to view any study related help messages. Click OK to close the Study Help window.

  9. Click to search for a subject ID number, enter 99010 for the subject ID number. Click , subject 99010 becomes the focus.

17.6. Online data record creation.

  1. Click subject 99010 to view the list of study visits.

  2. Click 1: Baseline > 2: Form 2, Plate 2: Patient Entry Form becomes the active page.

  3. Click Patient Initials the initials automatically occupy this field as a result of the edit check SetInit described in Module 5: Fax Data Entry, Set:

    • Entry Date = Click , select 14/11/18.

    • Medication Code # = 2524

    • Date of Birth = Click , select 11/05/69.

    Click .

  4. Click > > Subject 99009 > 21: 1 Month Follow-up > 5: Form 5, 1 Month.

  5. Click Patient Initials the initials automatically occupy this field as a result of the edit check SetInit described in Module 5: Fax Data Entry, Set:

    • Visit Date = Click , select 14/11/18.

    Click .

17.7. Download subject data for offline use.

  1. Click > Storage & Syncing.

  2. Click to show sites 99: Hospital #99 subject listing.

  3. Check (enable) subjects 99008: 0 visits, 99009: 0 visits and 99010: 0 visits.

  4. Click icon to download the subjects. Upon successful download there will be an icon showing the date and time the download was performed.

  5. Click > Logout to logout of DFcollect.

17.8. Create data records in offline mode, query resolution and adding reasons for data values.

  1. Click > Preferences > Server Connection toggle button to disable the server connection (becomes greyed out). Click Close.

  2. In the DFcollect login dialog, enter the name for DFdiscover Server that has been provided by your administrator. Enter valid1 in the Username field and the previously assigned password in the Password field. Click Login to login.

  3. Click Site 99: Hospital #99 > 99009 : (incomplete) > Visit 21: 1 Month Follow-up > 5: Monthly Follow-up Form. Set:

    • Blood Pressure: Reading 1: systolic = 142, diastolic = 097

    • Blood Pressure: Reading 2: systolic = 134, diastolic = 091

    • Blood Pressure: Arm = Right

    • Weight (lbs) = Click , select Missing Value from the Code drop-down list. Click Apply. Click Cancel in the resulting Add Query dialog.

    Click .

  4. Click > Plate 21: Lab Results.

  5. Click Patient Initials the initials automatically occupy this field as a result of the edit check SetInit described in Module 5: Fax Data Entry, Set:

    • Collection Date = Click , select 11-NOV-2018.

    • White Blood Cell = 07.8, check (enable) NORMAL

    • Red Blood Cell = 02.9 check (enable) NORMAL

    • Hemoglobin = 06.5, check (enable) ABNORMAL

    • Mean Cell Hemoglobin Conc = 14.1, check (enable) NORMAL

    Click .

  6. Click > 1: Baseline > 2: Patient Entry Form.

  7. Click next to the Pulse field. In the Reason field specify Value of 95 for pulse is confirmed.. Click Apply > .

  8. Click > > Subject 99008 > 1: Baseline > 2: Patient Entry Form. in the Date of First Study Follow-up field click , select 14/11/18.

  9. Click in the Reason field specify Subject has to reschedule due to conflict. Click Apply > .

  10. Click > > Subject 99009 > 0: Screening Visits > 1: Blood Pressure Screening Visits.

  11. Correct Age (years) from 44 to 68. Click > , select Resolved from the Status drop-down list. Click Apply > Close.

  12. Click Race select african american from the drop-down list. Click > , select Resolved from the Status drop-down list Click Apply > Close > .

  13. Click > > Subject 99010 > 1: Baseline > 2: Patient Entry Form. Set:

    • Weight (lbs) = 267

    • Height (in) = 072.8

    • Pulse = click , select Missing Value from the Code drop-down list.

    • Smoking Status = Never smoked

    • Date of First Study Follow-up = Click , select 05/12/18.

    Click .

    [Note]Note

    The Weight (kgs) and Height (cm) fields become auto-populated as a result of edit checks.

  14. Click > Logout, to logout of DFcollect.

17.9. Sync data collected offline to your DFdiscover server.

  1. Click > Preferences > Server Connection toggle button to enable the server connection (turns green). Click Close.

  2. In the DFcollect login dialog, enter the name for DFdiscover Server that has been provided by your administrator. Enter valid1 in the Username field and the previously assigned password in the Password field. Click Login to login.

  3. Upon logging into DFcollect, the icon is displayed next 99: Hospital #99 study site indicating there are cached changes in the DFcollect application that have not been saved to the DFdiscover database.

  4. Click > Storage & Syncing.

  5. Click to expand list of subjects. Check (enable) subjects 99008: 2 Visits, 99009: 3 visits and 99010: 2 visits.

  6. Click to upload the newly entered subject data. When the upload is completed the icon is removed, the icon showing the date and time of successful upload is updated.

17.10. Clearing DFcollect cache.

  1. Check (enable) subjects 99008: 2 visits , 99009:3 visits and 99010:2 visits.

  2. Click then Apply within the Delete Records from Storage dialog. The icon showing the date and time are removed.

17.11. Adding, reviewing and downloading subject documents.

  1. Click > > 99008 > 1: Baseline > 21: Lab Results.

  2. Click to view the attached documents.

  3. Clicking will allow you to upload a document from your mobile device.

  4. Click > Logout.

17.12. Confirming data sent to the server using DFexplore.

  1. Open DFexplore.

  2. In the DFexplore login dialog, enter the name for DFdiscover Server that has been provided by your administrator. Enter valid1 in the Username field and the previously assigned password in the Password field. Click Login to login. The DFdiscover Server value will be the name of your DFdiscover server. This will differ from the value shown here.

  3. From the list of available studies, select the 254 Acceptance Test Study click OK to open its database.

    [Note]Note

    If valid1 does not have any other study permissions you will be taken directly to the sites view.

  4. Select Site 99: Hospital #99 > subject 99009 > 0: Screening Visits > 1: Blood Pressure Screening Visits. Verify and review the data uploaded is correct.

    • Age (years) = 68 with a resolved corrected query.

    • Race = 2 (african american) with a resolved corrected query.

  5. Select File > Exit to close DFexplore.

17.13. End Module 17.

  • Return to the DFATK application. Click End to confirm successful completion of Module 17.