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Data managers are involved in setting up and maintaining the project, and have full access to all study data. The data manager has the ability to program data quality rules, raise queries, generate reports, assign user rights and export data.

Project Study managers are members of the primary study team and have a senior administrative role. Project Study managers can assign existing users to data access groups, raise queries, edit reports and records. They have full access to study data but can download only de-identified data.

Investigators have full user rights and can lock records with an electronic signature if required.

In small projects, project study management, data management and data monitoring roles may be shared.  

 

Access levelSite RA

Site Coordinator

Study ManagerInvestigatorData ManagerData EntryData MonitorStatistician
Assign to DAGYesYesNoNo
No
YesNoNoNo
Design and set upNoNoNo
Yes
NoyesNoNoNo
User rightsNoNo
Yes
NoNoYesNoNoNo
DAG rightsNoNo
Yes
No
Yes
NoYesNoNoNo
Data exportNoNo
Remove
Deidentified/ tagged
Full
IdentifiedFullNoNo
Remove
Deidentified/ tagged
Add/Edit ReportsNoNoYesYesYesNoNoYes
Stats & ChartsYesYesYesYesYesNoYesYes
Survey ToolsNo
 No
NoYes Yes Yes No No No 
CalendarYesYesYesYes
No
YesNoNoNo
Import toolNo NoNo Yes Yes No No No 
LoggingYes
No
YesYesYesYesNoYesNo
Data comparisonNoNo
Yes
NoNoYesNoYesYes
File repositoryYesYesYesYesYesYesYesYes
Data QualityExecuteExecuteExecuteCreate, edit, executeCreate, edit, executeNoExecuteCreate, edit, execute
Queries / data resolutionRespondOpen, respond, closeOpen, respond, closeOpen, respond, closeOpen, respondOpen, respondOpen, respond, closeOpen, respond
APINoNoNoNoExport, Import/UpdateNoNo No 
Mobile AppNoNoNoNoNoNoNo No 
Create RecordsYesYesYesYesYesYesNoNo
Rename RecordsNoNo
Yes
No
Yes
NoYesNoNoNo
Delete RecordsNoNoNo
Yes (but turn off)
NoYes (but turn off)NoNoNo
Lock/unlock recordsNoNo or YesYesYesNoNoYesNo
Lock all records at onceNoNoNoYesNoNoYesNo
Lock records with e-signatureNoNoNoYes, if required, otherwise just lock/ unlockNoNoNoNo
Data entry rightsView & EditView & EditView & EditView & EditView & EditView & EditViewView
Edit surveysNoYesyesYesNoNoNoNo