A protocol amendment arrives. Your team must trace what changed, check related specifications and explain what needs attention. Follow a Data Management review from a revised passage to a documented next action.
For Data Management and biometrics teams coordinating amendment review.
In study INS-DEMO-026, a protocol amendment widens the Visit 6 window from ±3 to ±5 days. Inspect each review step at your pace, or play the walkthrough.
INNOVIZZ InsightsSample Study / INS-DEMO-026
Explore the Review Steps. Follow the source, inspect the proposed impact and record a review decision.
At your pace · 6 scenes · About 90 seconds
Read at your pace, or select Play for the staged walkthrough.00s / 14s
01 / The Question
The Protocol Changed. Where Do We Start?
A data manager needs to understand an amendment before coordinating downstream review. The question is specific: what changed at Visit 6, and could the edit-check specification need attention?
What This Helps WithTurn a broad document search into a focused review question.
Data Management ReviewOriginal INNOVIZZ interface illustration
The Review Question
“What changed at Visit 6, and which edit check may need review?”
One named question. Selected source versions. A reviewer remains responsible for the interpretation.
02 / The Selected Versions
Know Which Documents You Are Comparing.
The reviewer selects protocol 2.0 and amendment 3.0, the selected versions for this review, plus edit-check specification 1.4. The source register keeps that context attached to the review.
Why It MattersA clear version pair prevents an answer from drifting into the wrong document context.
Selected Sources / INS-DEMO-026
Baseline
Protocol
2.0
PROT-026 §6.2 · p. 42
Approved in scenario
Amendment
Protocol
3.0
PROT-026 §6.2 · p. 44
Approved in scenario
Edit-check specification 1.4ECS-026 · §4.3 · p. 18 · Current selected reference
The approved version pair is deliberately selected. “Newest file” alone does not establish the governing source.
03 / The Source-Linked Change
The Window Widens. The Source Stays Visible.
Section 6.2 identifies the Visit 6 window in both versions. The nominal visit day remains Day 84; the permitted window changes from ±3 to ±5 days. The passages make the numerical difference inspectable.
What the Reviewer GainsSee the exact change without reconstructing it from a summary.
PROT-026 / Schedule of Assessments
§6.2 · Table 2 · Visit 6
Protocol 2.0 · p. 42
Visit 6: Day 84 ±3 days
Baseline passage
↓
Protocol 3.0 · p. 44
Visit 6: Day 84 ±5 days
Amendment passage
Identified difference: Visit window widened by two days on each side. Nominal Day 84 is unchanged.
Inspect the Sample Protocol Passages +
INS-DEMO-026 / PROT-026 / §6.2 / Table 2
Version 2.0, p. 42: “Visit 6: Day 84 ±3 days.”
Version 3.0, p. 44: “Visit 6: Day 84 ±5 days.”
These prepared excerpts illustrate one selected difference. They do not establish that all protocol changes or downstream impacts have been found.
04 / The Potential Impact
A Related Check May Need Attention.
The selected specification still refers to a ±3-day threshold. That suggests a review item for EC-V06-014. Study context, date definitions and amendment implementation must be checked before deciding whether to change it.
The Useful BoundaryA source-supported proposal starts a review. It does not validate an edit-check change.
Protocol 3.0 · §6.2 · p. 44Visit 6: Day 84 ±5 days
↓
ECS-026 / Version 1.4 / §4.3 / p. 18
EC-V06-014
Flag Visit 6 if the actual visit date is outside Day 84 ±3 days.
Potential Impact / ProposalReview the ±3-day threshold against the amended ±5-day window.
The wording suggests a relationship. It does not prove the rule must change or that this is the only affected item.
Inspect the Sample Check Source +
ECS-026 / Version 1.4 / §4.3 / p. 18
EC-V06-014: “Flag Visit 6 if the actual visit date is outside Day 84 ±3 days.”
Reference: protocol 2.0, §6.2, Table 2, p. 42. Compare with protocol 3.0, §6.2, Table 2, p. 44.
No check logic has been executed or changed. Other study definitions and implementation conditions are outside these prepared excerpts.
05 / The Reviewer Decision
The Evidence Informs. The Reviewer Decides.
The data manager assesses the proposed impact with the study team. Accept it for follow-up, request more context, or reject the suggestion. Your choice updates the final packet in this illustration.
What Stays with the TeamAccountability for interpretation, follow-up and any approved change.
Sample Review Item / INS-REV-006
Visit 6 Window Review
Identified change
Day 84 ±3 → ±5 days
Source pair
PROT-026 · 2.0 / 3.0 · §6.2
Proposed impact
Assess EC-V06-014 · ECS-026 1.4
Decision owner
Data manager with the study team
No review disposition selected. Nothing is sent or approved in a real system.
06 / The Review Handoff
Less Searching. A Clearer Next Step.
A source-linked packet keeps the evidence, proposed impact and reviewer disposition together. The next person can start with the relevant passages and next action, instead of reconstructing the amendment story.
The Intended BenefitLess searching and rebuilding context. More attention on the decision that needs expertise.
Nothing is exported, sent or approved in a real system. A pilot would agree the packet, review process and acceptance criteria with your team.
Scene 1 of 6
All choices stay in this page and clear on Reset or reload. This walkthrough does not assess completeness of impact detection or clinical validation.
Read the Walkthrough +
Question. A data manager asks what changed at Visit 6 and which edit check may need review for INS-DEMO-026.
Versions. The selected register contains protocol PROT-026 versions 2.0 and 3.0, both approved in the scenario, plus edit-check specification ECS-026 version 1.4.
Change. Protocol §6.2, Table 2 changes Visit 6 from Day 84 ±3 days in version 2.0, p. 42, to Day 84 ±5 days in version 3.0, p. 44. The nominal day remains unchanged.
Potential impact. ECS-026 version 1.4, §4.3, p. 18 defines EC-V06-014 with a Day 84 ±3-day threshold. Reviewing it against the amendment is a proposal, not a validated change.
Review. The data manager can accept the proposal for follow-up, request revision or reject it. No choice approves a real study change.
Handoff. The illustrated packet keeps selected versions, source passages, the proposed impact, reviewer disposition and corresponding next action together. Without a choice, it remains awaiting reviewer decision. Nothing is sent or exported.
The Useful Outcome
Keep the Context with the Finding.
The intended benefit is less time rebuilding the amendment story at each handoff. The next reviewer can inspect the selected sources, understand the proposed impact and decide what happens next.
Illustrative Record Structure
What the Review Packet Contains
Selected Versions
The protocol pair and related specification, with document identifiers and source locations.
Supporting Passages
Before-and-after wording that lets the reviewer inspect the identified change.
Potential Impact
The related item that may need attention, with its source and rationale for review.
Decision and Next Action
The reviewer's disposition, responsible owner and agreed follow-up.
This describes the sample packet shown in the walkthrough. It is not a generated report or an export of your session.
Where the Working Day Could Improve
Finding the Relevant Wording
Repeated searches across versions become a review of the selected passages and their document context.
Explaining Why an Item Matters
A disconnected comment becomes a proposed review item with the change and supporting rationale alongside it.
Passing the Work On
The next owner receives the review context and decision, reducing the need to reconstruct them from messages.
A pilot should test these benefits against your current process, including the effort needed to check the results.
From Review to Follow-up
Give the Next Owner Something to Act On.
When a reviewer accepts an item for follow-up, its source references and decision can form the starting point for an issue in your existing process. Your team still authorizes any specification or study-system change.
Selected sources, identified change and potential impact.
02 / Reviewer Decision
Agree the Follow-up
Record the disposition, owner and next action.
03 / Receiving Workflow
Track the Resolution
Handle assignment, comments and revisions through your agreed issue process.
Separately scoped handoff. The receiving system, fields and permissions would be agreed with your team. This illustration does not create or transfer an issue.
Your First Engagement
Start with One Amendment Review.
Bring a recurring review problem and the person who owns it. We will define a pilot your team can assess before considering a wider implementation.
For the first conversation: describe the document types, current review steps and main handoff difficulty. No study documents are needed at this stage.
01
Choose a Defined Review
You identify an amendment pair, one related specification and a named reviewer. Together we confirm document readiness and the permitted processing environment.
02
Agree What to Evaluate
We scope the workflow and test it against reference examples agreed with your study expert. Assess source support, material misses, unsupported suggestions and total review effort.
03
Make an Informed Next Decision
Your team receives the agreed review-packet format, evaluation findings and operating guidance, then decides whether to refine, expand or stop.