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Data Entry

Metricis supports both automated assessment data capture and manual data entry for traditional forms.

Automated Data Capture

Primary data collection method via jsPsych assessments:

  • Real-time trial data capture
  • Automated summary calculations
  • Timestamp precision (sub-millisecond)
  • Local storage with sync
  • Error handling and retry

See Cognitive Assessments for details.

Manual Data Entry (Coming Soon)

Traditional form-based data entry for:

  • Baseline demographics
  • Medical history
  • Physical exams
  • Lab results
  • Adverse events
  • Study-specific forms

Form Builder

Researchers can create custom forms using the form builder:

  1. Drag-and-drop form fields
  2. Add validation rules
  3. Configure field dependencies
  4. Set required fields
  5. Preview and test forms

Data Entry Interface

Portal-based data entry with:

  • Auto-save functionality
  • Validation on blur
  • Range checks
  • Logic jumps
  • Calculated fields

Data Types Supported

Type Example Validation
Text Name, notes Max length, regex
Number Age, weight Min/max, decimals
Date DOB, visit date Date range
Choice Gender, yes/no Predefined options
Checkbox Symptoms checklist Multiple selection
Scale Pain rating 1-10 Range validation
Signature Consent signature Required field
File Upload Lab reports, images File type, size

Source Data Verification (SDV)

Quality assurance workflow for verifying entered data:

// Mark data as verified
await api.verifyData({
  session_id: session_id,
  field_name: "participant_weight",
  verified_by: user_id,
  status: "verified",
});

SDV states: - Unverified - Data entered but not checked - Verified - Source documents reviewed - Query - Discrepancy requiring resolution - Corrected - Data updated after query

Query Management

Data discrepancy workflow:

  1. Create Query - Reviewer identifies issue
  2. Assign - Query assigned to data entry staff
  3. Respond - Staff provides clarification or correction
  4. Resolve - Reviewer closes query

Query types: - Error - Incorrect data requiring correction - Missing - Required data not entered - Inconsistency - Data conflicts with other fields - Clarification - Additional information needed

Audit Trail

All data changes are logged:

{
  "timestamp": "2026-01-24T12:34:56Z",
  "user_id": 123,
  "action": "update",
  "field_name": "participant_weight",
  "old_value": "70",
  "new_value": "72",
  "reason": "Corrected from source document"
}

Data Import

Bulk data import via CSV or Excel:

# Import participants
POST /api/studies/{id}/participants/import/csv
POST /api/studies/{id}/participants/import/excel

# Download template
GET /api/studies/{id}/participants/import/template

Import validation: - Field mapping - Data type validation - Duplicate detection - Error reporting

Data Export

Export data in multiple formats:

  • CSV - Simple tabular export
  • Excel - Formatted workbooks
  • JSON - Full data structure
  • SPSS - Statistical software format
  • SAS - Statistical software format

See REDCap Integration for automated sync.

Next Steps