If you are conducting research, you want to make sure your data is saved in a secure and reliable way. Luckily, you as a ResearchManager user do not have to worry. But you probably want to export your data sometimes, for example to look at it in another way in a statistics program. Then it would be convenient if when the export are made, downloaded, and who made them is tracked. ResearchManager does this automatically in the audit trail. In this manual you read everything you need to know about it.
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Attention: Does your organization use multiple modules within ResearchManager? In that case it could be that you first enter the module portal. Click on “EDC (Data management)”. Dependent on your settings it could be that you enter one of our other modules first. If you do not see “EDC (Data management)” in the top left corner of your screen, click on the logo you do see to get to the module portal. Then, click on “EDC (Data management)” as well.
Step 1: Navigate towards CRF > Audit trails of Exports
Now you see the starting page. Place your mouse at the top, in the menu bar, on ‘CRF’ and then click on ‘Audit trail’. Attention: this is not the same as the audit trail that is placed directly under ‘CRF’ – that one is about all the changes in the CRF, this one is only about the use of the export function.
Step 2: Overview of data and times of exports
Now you find yourself on the page with the audit trail of export. On the bottom of the page is a table with dates and times of exports that have been made or downloaded. Also, next to every export is which user has consulted it.
The exports are sorted by date, with the newest changes at the top. You can also sort them by other columns by clicking on the column name. For every column goes: clicking one time is sorting from a-z, clicking two times is sorting from z-a, and clicking three times makes sure that the sorting is no longer done on this column.
Step 3: Targeted search in the audit trail
You can also do a targeted search in the audit trail. This can be done on date (from-till), action (made, downloaded, or removed export), and on user. If you have filled in one or more of these fields you click on ‘Filter’. Now only entries that meet your conditions are shown in the audit trail.