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For the business definition of SDV, see SDV in Getting Started.
This page covers SDV entry points and how setup connects to daily verification. Detailed setup is in SDV Setup; the worklist is in Data Verification.
How it fits together
| Area | Purpose |
|---|---|
| Configuration | Define SDV percentage or targeting rules, criteria (forms/fields), recipients, and options such as monitoring visit integration. |
| Events | Study-level worklist of SDV-relevant data, usually grouped by study events; may also support alternate groupings such as View by CRF depending on your environment. |
Changes in configuration affect what appears on Events and which fields require verification in subject records.
Opening SDV
- Sign in to your instance (for example
https://test-2025.clinicaldatas.net). - Open the study you work on.
- Under Installed Apps, choose SDV, then open Events for the worklist, or Setup for study configuration (see Configuration for the exact URL pattern).
If SDV is missing or read-only, your role may not include SDV permissions—contact your study administrator.
SDV high-level flow
- Configure SDV scope and behavior (rules, options, recipients).
- Enter and maintain subject CRF data in the study.
- Work SDV items from Events views and complete verification activities.
Configuration controls what is visible and required during SDV execution.
Prerequisites
- Study has SDV installed and enabled.
- User role includes SDV permissions.
- Study status allows SDV operations where required by your workflow.
- Subject/event data exists to generate SDV workload.
Documentation
- Configuration — setup options, field behavior, and save actions
- Events — SDV worklist views, filtering, and execution workflow