Chapter 1. Introduction

Table of Contents

1.1. What is DFcollect?
1.2. Compatible Devices
1.3. Capabilities
1.4. General Terminology & Interface Elements
1.4.1. Main Application Pages
1.4.2. Menus
1.4.3. Dialogs
1.4.4. Terminology
1.5. Preferences
1.6. Change Password
1.7. Locking
1.8. Session Timeout
1.9. Icon Reference Chart

1.1. What is DFcollect?

DFcollect is a tablet-based mobile application that allows users to perform online and offline data collection for a DFdiscover study.

DFcollect is distributed on Google Play™ for Android™ devices and the Apple® App Store® for iOS® devices.

1.2. Compatible Devices

DFcollect requires a device running Android™ 5.0 or greater, or iOS® 10 or greater. The user interface is optimized for tablets. The minimum screen resolution is 800 x 600 and the minimum memory requirement is 2GB. The device must have Wi-Fi and/or cellular communication capabilities.

1.3. Capabilities

The main purpose of DFcollect is to facilitate data collection using a mobile device at clinical sites participating in a DFdiscover study. For users that need to collect clean data, in online and offline settings, and do not need the extended feature set of DFexplore, DFcollect is the perfect tool.

DFcollect includes several data validation features including legal range checking, type validation, required values, field skipping, missing value coding, and edit checks, plus several metadata features, including adding, resolving, and editing queries, and adding reasons for data values. Management of study documents related to clinical subjects is also available.

1.4. General Terminology & Interface Elements

DFcollect includes several key pages, menus, and dialogs to facilitate data entry. These pages are explained here, and the terminology used in this document and DFcollect is defined. More detailed explanations of key screens and functionality are given in the following sections.

1.4.1. Main Application Pages

DFcollect is an installed app. DFcollect is available on Google Play™ and Apple® App Store®. It must be downloaded and installed before use.

Once installed on your device, DFcollect has the following appearance: .

1.4.1.1. Login Page

DFcollect is distributed on Google Play™ for Android™ devices and the Apple® App Store® for iOS® devices. Once DFcollect is installed on the device, select the app icon to open DFcollect. The login page is the initial landing page in DFcollect.

To access a study, a successful login is required. Successful login requires valid credentials. Valid credentials include a value for each of DFdiscover Server, Username and Password. Your study sponsor or monitor has provided you with your own unique credentials. After login, all activities are logged with your username. Do not share your credentials with any other user. Each user must use their own credentials.

If you already have login credentials for other DFdiscover tools, the login credentials for DFcollect are identical.

Once you have entered a value for DFdiscover Server, the login screen may refresh with a standard message from the DFdiscover administrator. This is useful confirmation that you are connecting to the correct server.

Enter your Username and Password exactly as provided. Click Login to continue.

Problems with the login, whether due to a bad password, mistyped server, or anything else, may appear in red text below the login button.

When you login for the first time, or if your password expires, you may be prompted to provide a new password. To continue provide a new password meeting the stated requirements.

1.4.1.1.1. Logging Out

To exit from DFcollect, choose Logout from the Application Menu. After successful logout, the login window is shown.

When using DFcollect, logging out via Logout in the Application Menu is the recommended and most secure way to exit DFcollect. Although closing the app ensures your data is safe, it does not imply that unsaved data changes have been applied to the database (or can be recovered). It is best practice to always logout properly. [1]

1.4.1.2. Overall Application Appearance

In addition to the login page, there are several intermediate pages. These pages allow the user to select a study, site, visit, and finally a CRF for data entry.

The main application page is the primary interface for most data entry tasks. This page has the following features:

  • Header Panel.  The header panel is available on all pages of DFcollect except the login page. It contains options and navigation that are relevant for the current page, including:

    Figure 1.1. Header Panel

    Header Panel


    • Breadcrumb. The breadcrumb is a navigation aid displaying information about the current context as well as simplifying access to other pages in the study via clickable links.

    • Application Menu. The application menu, accessed by clicking or , contains several generic functions that are not study specific, including Storage & Syncing, Change Password, and Logout. See Application Menu for more information.

  • Main Panel.  The main panel contains the primary information and interaction for the current page. Pages that may appear here are the Studies Page, Sites Page, Subjects Page, Subject Binder, and Data Entry Form.

1.4.1.3. Studies Page

The Studies Page is the first page you navigate to after successful login. It lists the studies you have permissions for. Click one of the available studies to choose that study. This takes you to the Sites Page for that study.

If you have permissions for exactly one study, this page is bypassed, going to the Sites Page.

The study number, name, and status are displayed on each line. If the study is not available, the icon will be displayed as . Click the study name to show the reason that the study is not available.

1.4.1.4. Sites Page

The Sites Page contains a list of the sites you have permission for. The site number and label are shown, one per row. Click one of the sites to make it the active site. This takes you to the Subjects Page for that site.

The Sites page also includes search functionality. Click to display the search field, enter the search term, and click again to see the results. Use and to navigate between multiple search results. Select to return to the top of the page.

If you have permissions for exactly one site, this page is bypassed, going to the Subjects Page.

1.4.1.5. Subjects Page

The Subjects Page contains a list of permitted subjects. Click a subject to go to the subject binder. The icon to the left of the subject ID shows the current status of the subject binder. The status may change over the duration of the study as more visits become required and further data review takes place.

  • The subject binder is final, all data required at this time has been submitted, and there are no outstanding responses or missing, required values.

  • The subject binder is incomplete. There may be missing, required values, illegal values or unresolved questions about the data.

  • The subject binder is pending. There may be at least one document attached to the subject ID or pending data submitted for this subject.

  • There is no data for this subject, or the subject has not yet been saved.

The Subjects Page also provides the following functionality:

  • Search Bar. The search bar allows you to quickly navigate to a subject with a given subject ID. Click to display the search field, enter the subject ID to search for, and click again to see the results. Use and to navigate between multiple search results. Select to return to the top of the page.

  • Add Subject. Click to open the Add Subject Dialog.

1.4.1.6. Subject Binder

The Subject Binder contains all of the visit and CRF information related to the current subject. Further details regarding the Subject Binder can be found in Chapter 2, Data Entry and Chapter 3, Metadata. An overview is provided here.

The subject binder displays the list of visits and CRFs for the selected subject. The breadcrumb at the top of the screen displays the study number, site number, and subject ID. The main body of the page displays, for the subject ID, all of the visits that you have permission to view.

Click any visit to expand it and show all the CRFs in that visit that you have permission to view. CRFs are indented slightly from the visits and shown in a smaller font to help visually differentiate them. CRF and visit labels follow the format [Number]: [Label].

Each visit and CRF has an icon that displays its current status. The meanings of the icons are:

  • - This CRF or visit is final, and it is a required CRF or visit.

  • - This CRF or visit is incomplete, and it is a required CRF or visit.

  • - This CRF or visit is pending, and it is a required CRF or visit.

  • - This CRF or visit has not been saved, and it is a required CRF or visit.

  • - This CRF or visit is final, and it is an optional CRF or visit.

  • - This CRF or visit is incomplete, and it is an optional CRF or visit.

  • - This CRF or visit is pending, and it is an optional CRF or visit.

  • - This CRF or visit has not been saved, and it is an optional CRF or visit.

  • - This CRF or visit is final, and it is an unexpected CRF or visit.

  • - This CRF or visit is incomplete, and it is an unexpected CRF or visit.

  • - This CRF or visit is pending, and it is an unexpected CRF or visit.

Click a CRF in the current visit to open the CRF, or click a different visit to display the available CRFs for that visit.

1.4.1.7. Data Entry Form

The main part of the page contains the data entry form. This form allows you to view, add and modify data, queries, reasons, and missing value codes, view and add documents to the CRF, and view available CRF help.

Figure 1.2. Data Entry Form Header

Data Entry Form Header

At the top of the form is a header area for CRF and study actions. The header remains visible as you scroll through the CRF contents. It contains:

  • CRF Label. The CRF label is composed of the CRF number and label. These follow the format [Number]: [Label]. The CRF label also functions as a breadcrumb. Swipe right to see the study, site, subject, and visit for the CRF, and click on any part to navigate back to that page.

  • Save Button. The appearance of the Save button changes depending on the connection status of the app (online/offline) and whether changes have been made to the CRF:

    • - This CRF has not changed, and the app is online.

    • - This CRF has changed and is not yet saved, and the app is online. Click to save changes to the database.

    • - This CRF has changed and is not yet saved, and the app is offline. Click to save changes locally. See Working Offline for further details.

    • - The CRF changes have been saved successfully to the study database.

    • - The CRF changes have been saved successfully to local storage, while offline. The changes must still be uploaded to the study database once back online.

    • - This CRF is read only; it may be locked by another user or editing may not be permitted.

    • - This CRF is read only based on user permissions.

    Click to save the changes you have made to the current CRF and submit them to the server.

  • Application Menu Button. Click to open the Application Menu, which contains study level options.

The remainder of the form contains the data entry area of the CRF. For CRFs using screens, they appear as tabs across the top of the data entry form.

Figure 1.3. Data Entry Screens

Data Entry Screens

Click the corresponding tab to go to that screen, or swipe left to go to the next screen and swipe right to go to the previous screen.

Each screen is composed of rows of fields. Rows are shaded with alternating color backgrounds. Each field can contain:

  • Field Label. The field label shows the field prompt, if it is available. Otherwise the field description is used for the label.

  • Field Input. Each field has an input area. The data type and format of the field determines exactly what appears in this area. For more information on input types, see Data Types.

  • Date Picker. Date fields have a date picker (). Click to reveal a calendar. Picking a date in the calendar is equivalent to typing it in the Field Input.

  • Units. If units are defined for the field, they are shown in or near the input area. Where they are displayed depends on the type of input.

  • Field Help. If there is help information for the field, is visible. Click to display a help tooltip, which can be dismissed by clicking any other area of the page.

  • Required Indicator. If the field is required or essential, appears on the line. Fields with this indicator display a warning message if left blank.

  • Metadata Indicators. Q, R, and M are displayed on each line. They allow the user to add, modify and view queries, reasons and missing value codes for that field. For more information on queries, reasons, and missing value codes, see Chapter 3, Metadata.

  • Focus Indicator. A colored vertical bar indicates that the field is in focus, and the color indicates the status of the field. To learn more, see Focus Indicators.

  • Warning Message. Warning messages appear when issues like illegal field values are present in the field. Correct the issue to remove the message.

On each data entry screen, the CRF Menu is positioned on the right side of the display, vertically centered. It provides options to view and upload documents and to view CRF help. See Section 1.4.2.2, “CRF Menu” for further details.

1.4.2. Menus

1.4.2.1. Application Menu

The application menu provides functionality applicable for the entire study or user session. Click or to access the application menu. The following options are available:

  • Preferences. Select Preferences to view and modify user and system settings. See Preferences for further details. This preference is only available after logging in.

  • About DFcollect. Select About DFcollect to view the version and build information about DFcollect.

  • Change Password. Select Change Password to change your password. See Change Password for further details. This preference is only available after logging in and while online.

  • Storage & Syncing. Select Storage & Syncing to view and manage records stored locally (for offline use) and to upload data saved while offline. See Working Offline for further details.

  • Study Help. Select Study Help to open a dialog with the help information defined for the study.

  • Reset. Select Reset to remove all local data and settings for the login user. If there is locally stored study data that has not been synced, a warning confirmation is presented first. This action is recommended if use of the device by a user has ended.

  • Logout. Select Logout to exit the current study and return to the login page. Remember to always logout after completing your work.

1.4.2.2. CRF Menu

The CRF Menu is visible only on the data entry form. It provides actions for the selected CRF. The following actions are available:

  • Manage Documents. Select to open the Manage Documents dialog. This allows you to add or view documents for the current CRF. The number in red is the number of documents attached to this CRF. See Managing Documents for further details.

  • Page Help. Select to open the help information for this CRF.

1.4.3. Dialogs

1.4.3.1. Alert and Confirmation Dialogs

Alert dialogs provide warnings of different events or states in DFcollect. Confirmation dialogs warn you of the (potentially unintended) consequences of an action you are about to perform and give you a option to cancel the action. Information in alert and confirmation dialogs is important, and you should read them carefully before closing them. Example dialogs include:

  • Error Dialogs. Error dialogs warn you of errors in DFcollect. These could be caused by a problem connecting to the DFdiscover server, or errors in DFcollect's functionality. The text in the dialog provides details as to what happened. Depending on the error, DFcollect may return to another page, logout, or stay on the current page.

  • Unsaved Changes Dialog. Navigating away from a CRF that has unsaved changes triggers an unsaved changes dialog. This dialog gives you a chance to stop the action and save those changes before continuing.

  • Session Timeout Dialog. If you have been away from DFcollect for too long, DFcollect logs you out. When this happens, a session timeout dialog is displayed. To continue you must login again.

1.4.3.2. Modified Values Dialog

On occasion, a change in the study setup can cause a value to be saved to the study database that can no longer be displayed in the field. In these cases, DFcollect modifies the values as best as possible to make them fit in the field. You are notified of these modifications with this dialog when you open the CRF.

The dialog shows you a list of all fields modified in this way. For each field, the dialog shows you the field label, a message explaining why the value was modified, the value in the database, and what the value is after the modification.

Leaving the CRF without saving causes the modifications to be discarded and the database values to be preserved.

1.4.3.3. Add Subject Dialog

The Add Subject dialog is displayed after you click on the Subjects Page. Use it to start data entry for a subject ID that does not appear in the list. The subject ID must be within the defined legal range for the site.

To create a new subject, enter the desired subject ID in Enter Subject ID. Enter the same ID in Confirm Subject ID. When you have entered an ID in both input areas and no errors are displayed, click OK to create the subject. The subject binder page for the new subject is displayed. Click Cancel to close the dialog without creating a new subject.

1.4.3.4. Query Dialogs

The Query Dialogs allow you to create (), edit (), reply to () and delete () queries for a field. Separate dialogs are used for each function. Your permissions may not grant you access to all of the functions. For a study in which multiple queries are permitted per field, there is an additional Multiple Queries dialog to view and initiate actions once a query has been created for the field. Click Q to open the query dialogs for the field. For more details on query dialogs and their use, see Queries.

1.4.3.5. Reason Dialogs

The Reason Dialogs allow you to create, edit, and delete reasons for a field. Your permissions may not grant you access to all of the functions. Separate dialogs are used for each function. Click R on the field's row to open the reason dialog. For more details on the reason dialog and its use, see Add a Data Reason.

1.4.3.6. Missing Value Code Dialog

A Missing Value Code is a standard way to record that there is no response for a field and code the reason why. The Missing Value Code dialog allows you to set (or unset) a missing value code for the field. Click M to open the Missing Value Code dialog. For more details on missing value codes and their use, see Mark a Data Value as Missing.

1.4.4. Terminology

A glossary of frequently used terms is presented below.

Document

A document is a file that is, or will be, attached to a CRF. Documents can be images, PDFs, videos or other file types.

Field

A field is a single data value and optional related metadata, including queries, the reason for the data value, possibly a missing value code, and other descriptive information about the field, such as its label and help. In DFcollect, fields are presented as rows in screens.

Final (Status)

Final is a record status. A record can have status Final if there are no missing required fields, no illegal values and no outstanding queries. DFcollect marks Final records with a green shaded rectangle (see also Incomplete and Pending).

Incomplete (Status)

Incomplete is a record status. A record can be saved with status Incomplete if it has one or more fields which are incomplete (required and missing) or illegal, or outstanding queries. DFcollect marks Incomplete records with a red partially shaded rectangle (see also Final and Pending).

Missing Value Code

A missing value code is used to identify a field that is known and accepted as empty. Used proactively, a missing value code can reduce the need for a query and explanation for a blank field. A missing value code allows even a required field to be blank and for the CRF to still be saved as Final.

New (Status)

New is a record status. A new record is a placeholder for data that has been entered but not saved yet. It can be a useful reminder for records which are expected but are not yet entered/saved. DFcollect marks new records by an empty grey square, circle, or subject icon without a rectangle.

Pending (Status)

DFcollect saves CRFs as Pending after a document has been added to a new CRF but no data entry has been done. DFcollect marks pending records with an orange empty rectangle.

Plate, or CRF

Plate and CRF are terms used interchangeably to refer to a logical grouping of data fields, presented with a layout determined by the study sponsor, to fit on a single sheet of paper or on one or more screens. Each CRF may stand alone, or CRFs may be grouped into multi-CRF forms. A collection of CRFs (or forms) constitute a visit, and a collection of visits constitute the subject binder, which holds all study data for an individual subject.

Query

A query is a question or comment about an individual data value. The study coordinating site may add a query to any data field to request a correction or clarification. A query is metadata about the data value, or lack thereof, in the field. DFcollect identifies query status by applying color to the field. A field with an outstanding query is blue. When a reply is provided to a query, or a reason is added to explain the field, the color is updated to orange, and when the field has been corrected, or the reply or reason have been approved, the color changes to green, provided there are no other outstanding queries on the field.

Reason

A reason is metadata used to explain the value in a data field. It is particularly useful as a way of explaining unusual values and thereby avoiding a data query from the study coordinating site. DFcollect colors fields with a new reason orange and gives them a Pending status. If the coordinating site accepts the reason, the field color changes to green and the reason status changes to Accepted. If they do not accept the reason, the field color changes to blue and the reason status changes to Rejected. A reason can be modified, which starts the review process over again.

Save

None of the changes made to a CRF are saved to the study database (if online) or to local storage (if offline) until you save the changes using or . If you leave your device without saving your work, DFcollect will time out after a few minutes and any unsaved changes will be lost.

Screen

A screen is an optional grouping of fields on a CRF. On smaller displays, screens can be useful for grouping fields to ensure that they are seen together. DFcollect indicates screens using tabs at the top of the data entry form. Select the appropriate tab or swipe to move between screens.

Subject

A subject is an individual participating in a clinical study and for whom data is collected. Subjects are identified by subject ID (a unique numeric identifier), according to conventions established by the study coordinating site.

Subject Binder

A subject binder contains all of the required and optional data collection forms used to collect study data for an individual subject. Within DFcollect, subject binders are displayed in a list by subject ID, with an associated icon that indicates whether the binder is empty or contains recorded data, and whether that data is currently Final, Incomplete or Pending.

Visit

A visit is a study timepoint at which one or more CRFs for a subject are completed, or a repeating log form such as an adverse event or concomitant medications. The duration of a subject's participation in a study is often marked by a baseline visit, several repeating visits, and a termination visit.

1.5. Preferences

Click or and select Preferences to view and modify user and system settings.

Preference changes are limited to the current device and user.

The following preferences can be modified:

  • Exit After ... minutes of activity. This setting defines the amount of time DFcollect will remain inactive before the user is automatically logged out. Note that the actual logout timer interval may be longer than indicated on some devices (e.g. slower CPUs, older tablets). In most environments, a value between 10 and 20 minutes is optimal.

  • Read Only. Enable this setting to ensure all data and metadata is available read only, and cannot be written. No changes to CRFs, queries, reasons, missing values, or documents can be made in DFcollect with this setting turned on. This is a useful setting for a reviewer who does have modify permissions and wants to ensure that they do not make changes inadvertently.

  • Download Documents. Enable this preference to include documents when downloading subject data for offline use. You may wish to disable this preference if you have limited storage space on your device. For further details, see Working Offline.

  • API Server. The API server name may be updated from the default, if required for your study as advised by the study coordinating site. The value is a fully qualified domain name, which may optionally be followed by a port number. This preference is only settable before logging in. Once set as instructed by the study coordinating site, you will not need to change this value.

  • Offline Only.  Enable this preference to login without connecting to the server (i.e. remain offline) even if you are connected to the internet. This is a proactive choice that is recommended if you will be offline or in a setting where connectivity is not stable. This preference is only settable before logging in.

  • Language.  Set the language for the interface. The available languages are English and French. As additional languages are supported, they will appear in the drop-down list.

1.6. Change Password

To change your password, click and select Change Password. The Change Password dialog opens, indicating the minimum password requirements. Enter a new password in New Password, then enter the same password again in Confirm Password.

If the password does not meet the requirements or the confirmed password does not match, an error message is displayed in red. Once any errors are resolved, select Change to save the new password. If the change does not succeed, an error message describes the problem. To close the dialog without changing your password, select Cancel.

1.7. Locking

When you open a CRF while online, DFcollect attempts to establish a lock on the CRF. If it succeeds, you gain the lock on the CRF and other DFdiscover users and apps will not be able to edit the CRF until it is unlocked. If someone else already has the lock, your attempt fails and you are shown the locked CRF in read-only mode.

A locked CRF is indicated by in the header. Saving is disabled. Data cannot be entered or modified, and no queries, reasons, or missing codes can be added to any fields. Existing queries, reasons, and missing codes can be viewed, as well as any attached documents.

Leaving a CRF, by navigating to another CRF, visit, subject binder or logging out of DFcollect, unlocks the CRF.

1.8. Session Timeout

To maintain security, the DFcollect login session is automatically closed if there is no activity for the amount of time defined in DFcollect Preferences (see Preferences for details). The default session timeout is 10 minutes. Keep the session active to avoid being logged out.

[Note]Note

On some devices, the session timer may not be 100% accurate. The interval may be longer than indicated on slower CPUs or older devices.

In the event of session timeout, the following actions take place:

  • an information dialog is presented to notify that the session has timed out

  • unsaved changes for the current CRF, if any, are discarded

  • the lock for the current CRF, if any, is released

  • you are logged out and taken back to the login screen

Never rely on the session timeout to terminate a session. Always save changes to the current CRF and logout.

1.9. Icon Reference Chart

This section lists all icons used in DFcollect along with their meanings.

- Application menu icon, on the login page.

- Application menu icon, after logging in.

- Back icon. Click to return to the previous page.

- Study not available icon, on the Studies page. The current study is not available.

- Add subject icon on the Subjects page. Click to add a new subject not listed on the page.

- Search icon, on the Sites and Subjects pages. Click to display the search field and enter the site or subject ID to search for. Click again to display the first search result.

- Search down. Click to move to the next search result.

- Search up. Click to move to the previous search result.

- Return to top. Click to return to the top of the page.

- Final subject binder. All data required at this time have been submitted, and there are no outstanding queries or missing required values.

- Incomplete subject binder. There may be missing required values, illegal values, or unresolved queries for this subject.

- Pending subject binder. There may be at least one document attached to the subject ID or pending data submitted for this subject.

- Blank subject binder. There is no data for this subject, or subject data has not yet been saved.

- This CRF or visit is final, and it is a required CRF or visit.

- This CRF or visit is incomplete, and it is a required CRF or visit.

- This CRF or visit is pending, and it is a required CRF or visit.

- This CRF or visit has not been saved, and it is a required CRF or visit.

- This CRF or visit is final, and it is an optional CRF or visit.

- This CRF or visit is incomplete, and it is an optional CRF or visit.

- This CRF or visit is pending, and it is an optional CRF or visit.

- This CRF or visit has not been saved, and it is an optional CRF or visit.

- This CRF or visit is final, and it is an unexpected CRF or visit.

- This CRF or visit is incomplete, and it is an unexpected CRF or visit.

- This CRF or visit is pending, and it is an unexpected CRF or visit.

- The CRF save button when the CRF has not changed and the app is online.

- The CRF save button when the CRF has not changed and the app is offline.

- The CRF save button when the CRF has changed and is not yet saved, and the app is online. Click to save changes to the database.

- The CRF save button when the CRF has changed and is not yet saved, and the app is offline. Click to save changes to local storage.

- The CRF save button when CRF changes have been saved successfully to the study database, while online.

- The CRF save button when CRF changes have been saved successfully to local storage, while offline. The changes must still be uploaded to the study database once back online.

- The CRF save button when the CRF is read only due to being locked by another user.

- The CRF save button when the CRF is read only based on user permissions.

- CRF conflict. Click to open the list of conflicts between data in local storage and data on the server.

- Field help icon on the data entry form. Click to display the field help information.

- Date picker icon on the data entry form. Click to open the calendar and select a date for the current field.

- Required icon on the data entry form, indicating that the current field must be completed.

- Query icon. Click to open the Query dialog for the current field. The icon will change color based on query status: blue (outstanding), orange (pending), or green (resolved). In addition, a small grey circle will indicate the number of queries on that field, if one or more queries have been added.

- Reason icon. Click to open the Reason dialog for the current field. The icon will change color based on reason status: orange (pending), blue (rejected), or green (resolved).

- Missing value icon. Click to open the Missing Value dialog for the current field. The icon will change to green in color if a missing value code has been selected.

- Reply to the query, in the multiple queries dialog (if enabled).

- Edit the query, in the multiple queries dialog (if enabled).

- Delete the query, in the multiple queries dialog (if enabled).

- Add a new query, in the multiple queries dialog (if enabled).

- Manage Documents, on the data entry form. The number of attached documents is shown in the red circle. Click to open the Manage Documents dialog.

- Add document, in the Manage Documents dialog. Click to select a document to attach.

- CRF help, on the data entry form. Click to open the CRF help dialog.

- Download data to local storage, in the Storage & Syncing dialog. After selecting sites and/or subjects to delete, click to download the data to local storage.

- Submit data to server, in the Storage & Syncing dialog. After selecting site and/or subjects to upload, click to submit the data to the server while online.

- Delete data from local storage, in the Storage & Syncing dialog. After selecting sites and/or subjects to delete, click to remove the data saved to local storage.

- Subject data has been downloaded to local storage. After download is complete, the date and time of download will appear below the icon.

- The downloaded subject data includes attachments.

- Subject data has been downloaded to local storage, in the Studies and Subjects page.

- Subject data has been downloaded to local storage, in the Sites page. The number inside the grey circle represents the number of subjects with data downloaded to local storage.

- Subject data has not been downloaded to local storage, in the Subjects page. Click to select that subject to download if online.

- The subject has been selected for download on the Subjects page but has not been downloaded yet.

- New subject data entered while offline is saved to local storage and not yet submitted to the server.

- Subject data changes entered while offline are saved to local storage and not yet submitted to the server.

- Data conflict, indicating that at least one data record has a conflict that must be resolved before submitting data to the server.



[1] The native Android™ action of swiping an app from the list of currently running apps (overview button) is interpreted in DFcollect as a logout action. The behavior in the iOS® app switcher is not consistent and may change across iOS® versions - do not rely upon closing DFcollect via the app switcher to apply unsaved changes or logout correctly. action.