9 Revision history Table 9-1 Revision History Date Part number Description 26-March-2025 G16746-04 Made the following updates: All empty table cells in Test the EHR data import were populated to adhere to accessibility standards. Corrected Status field descriptions on the following pages: Create a vendor (depot), Create a vendor (lab), Create an organization (institution), and Create a contact at your organization. Included a new note about Visit Date fields on the following pages: Understand source data verification and Freeze and unfreeze data. 18-March-2025 G16746-03 Made the following updates: Included the following new topics: How is data impacted when a site user undoes a subject's event? What if I have to include kits of the same type from different lots in a manual shipment? Enable a study for Electronic Health Record (EHR) data import Enable and manage your EHR site connections Test the EHR data import Actions that impact an EHR-connected site EHR standard report and Oracle Clinical One Analytics details What is a change for encoding? Updated the following existing topics: How do changes in Source Data Verification settings impact a study? How are subjects selected for targeted source data verification? About Source Data Verification statuses Create a source data verification strategy and assign it to a site Specify settings for Source Data Verification Understand source data verification Create a query Create a manual shipment About pooling kits in a study What actions impact subjects? Create a custom code list 27-February-2025 G16746-02 Made the following updates: Included information on how to proceed when a user receives the Auto-lock failure notification. For more information, see Lock a subject at the form or visit level. Corrected information on how lab normals are refreshed. For more information, see How are lab normal updates reflected in existing lab forms?. 17-January-2025 G16746-01 Original version of the document.