Guided Notes

Edit Checks: Specifying Automated Data Validation

Types of edit checks (required, range, date logic, cross-form, protocol), writing clear specifications and query text, balancing checks vs site burden, and testing them.

What edit checks do

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Edit checks are programmed rules that run when data is entered (or periodically) and raise queries automatically. They catch errors early — at the site, while the source is at hand — rather than months later. But too many checks (or poorly worded ones) frustrate sites and slow them down. Aim for checks that protect critical data and common errors.