Monitoring

Monitoring tasks for site staff and monitors or CRAs

Copy Certification of Documents

Certified Copy of a Document Definition: “A copy (irrespective of the type of media used) of the original record that has been verified (i.e., by a dated signature or by generation through a validated process) to have the same information, including data that describe the context, content, and structure, as the original.” - ICH Guideline for GCP

SiteVault provides the option for documents to be classified as certified copies. It is up to the site/organization to determine which documents are required to be certified copies. A document is considered a copy of source if it has been downloaded from an electronic source or electronic health record (EHR) system or if it has been scanned before being uploaded to SiteVault. A document is considered an original source document if this is the file where the data was originally captured (for example, if a .DOCX file was completed during the visit).

Certify as a Copy

A document can be certified as a copy during upload or finalization. A finalized document can be certified as a copy by creating a new draft. For more information, see Copy Certification of Finalized Documents.

Identify a Certified Copy

The Certified Copy field confirms whether the document has been certified as a copy.

Certified Copy Field

Locating Certified Copies

Use the Certified Copy document field to locate documents that are classified as a certified copy. Add the Certified Copy column to the Document Library and eBinder tables (All Actions Menu > Edit Columns). Certified copies will have a “Yes” or “True” in the Certified Copy field, depending on where you are searching.

Library View

Certified Copy Column - Library

Study eBinder View

Certified Copy Column - Study eBinder
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