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Roles are pre-defined user access levels. Customised roles can also be created.

Data monitors are responsible for checking data, and only require the ability to review forms and raise queries, but do not normally need to edit patient data. The data monitor is responsible for locking forms once all queries have been resolved by site coordinators, project managers or investigators.

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.

Study managers are members of the primary study team and have a senior administrative role. 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, study management, data management and data monitoring roles may be shared.  


Access levelSite RA

Site Coordinator

Study ManagerInvestigatorData ManagerData EntryData MonitorStatistician
Assign to DAGYesYesNoNoYesNoNoNo
Design and set upNoNoNoYesyesNoNoNo
User rightsNoNoYesYesYesNoNoNo
DAG rightsNoNoYesYesYesNoNoNo
Data exportNoRemove taggedRemove taggedFullFullNoNoRemove tagged
Add/Edit ReportsNoNoYesYesYesNoNoYes
Stats & ChartsYesYesYesYesYesNoYesYes
Survey ToolsNoNoYes Yes Yes No No No 
Import toolNo NoNo Yes Yes No No No 
Data comparisonNoNoNoYesYesNoYesYes
File repositoryYesYesYesYesYesYesYesYes
Data QualityExecuteExecuteExecuteCreate, edit, executeCreate, edit, executeNoExecuteCreate, edit, execute
Queries / data resolutionOpen, respondOpen, respondOpen, respond, closeOpen, respond, closeOpen, respondOpen, respondOpen, respond, closeOpen, respond
APINoNoNoNoExport, Import/UpdateNoNo No 
Mobile AppNoNoNoNoNoNoNo No 
Create RecordsYesYesYesYesYesYesNoNo
Rename RecordsNoNoYesYesYesNoNoNo
Delete RecordsNoNoNoYes (but turn off)Yes (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
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