---
title: How to configure edit checks?
description: Edit checks help users identify potential data-entry issues directly inside the eCRF. They can be used to display real-time warnings when a value is…
---
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# How to configure edit checks?
Edit checks help users identify potential data-entry issues directly inside the eCRF. They can be used to display real-time warnings when a value is unusual, inconsistent, or requires additional attention.
For example, you can display a warning below a variable when a systolic blood pressure value is unusually low.
## Example
In this example, we will configure the following automation:
**Trigger:** Systolic blood pressure is modified
**Condition:** Systolic blood pressure \< 60
**Action:** Display a warning below the variable
## Step 1: Open Monitoring Automations
Go to **Monitoring \> Automations**.
Click **+ Add automation** to create a new automation.
## Step 2: Select the trigger
Choose the trigger:
**When the value of a variable changes**
Then select the variable that should trigger the edit check.
Example:
**Systolic blood pressure**
This means the automation will be evaluated whenever this variable is completed or modified.
## Step 3: Add a condition
Add a condition to define when the warning should be displayed.
Example:
**Systolic blood pressure \< 60**
The condition is optional. If no condition is defined, the action will be triggered every time the selected variable changes.
## Step 4: Select the action
In the action section, choose:
**Alert**
Then select the display mode.
For edit checks, the most common display modes are:
- **Below the variable**
The message appears directly under the edited field.
- **Side bar**
The message appears in the eCRF side panel and remains visible while the condition is true.
## Step 5: Configure the message
Write the message that will be displayed to the user.
Example:
`This systolic blood pressure value is unusually low. Please verify the entered value.`
Use a clear and actionable message so the user understands what should be checked.
## Step 6: Save and activate the automation
Click **Save**, then activate the automation by enabling the activation toggle.
## Step 7: Test the edit check
Open a patient eCRF and enter a value that meets the condition.
Example:
Enter `30` in the systolic blood pressure field.
The warning should appear immediately during data entry.
If the value is corrected and no longer meets the condition, the warning disappears automatically.
## Notes
Edit checks are designed to guide users during data entry. They do not replace mandatory field settings, hard validation rules, or monitoring queries.
They are especially useful for:
- out-of-range values
- inconsistent dates
- missing or unexpected information
- protocol-specific checks
- values requiring additional verification
All displayed alerts are recorded in the audit trail for traceability.
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