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Data source plan

Decide what to capture, from where, and at what granularity, before you go looking. This page goes with Chapter 4. Fill in a row for every field or concept your users need, then check the plan against real records before you design a single form.

Entry
Registry
Condition
Completed by (role)
Date
Version

Validated instruments and common data elements

A validated instrument is a tested measure with a known scoring rule, administered as its developers intended; changing its items breaks comparison with studies that used it as intended. A common data element is a standard question with defined response options, asked the same way across studies; adding a response category generally does no harm, while deleting or collapsing categories makes comparison impossible.

Field by field

Field or concept Who needs it Best source (health record, survey, diary or app, clinician, lab report, device) How often Granularity and unit Standard (validated instrument, common data element, vocabulary) Checked against real records?

Representative record review

Look at real records, your own or a representative participant's with consent, and record what is there and what is not.

Record reviewed (registry identifier, or my own) What was there What was missing In structured fields, or in notes only