---
title: The Monitor Review Function
description: Learn how to review inventory transactions in Vestigo Verify and generate a Monitor Review Report that documents who reviewed each transaction.
---
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October 12, 2026
# The Monitor Review Function
## Learn how to review inventory transactions in Vestigo Verify and generate a Monitor Review Report that documents who reviewed each transaction.
Vestigo allows Verify users to review each inventory transaction and add a reviewed "stamp" to each transaction. When an item is marked as reviewed, the Verify users name who reviewed the line, will be visible on the Monitor Review Report. The Monitor Review Report can be generated from the Accountability tab during an active visit.
The Monitor Review Report is a modified version of the NCI/IDS DARF template that adds an extra column for Reviewed and displays the Verify user who marked that transaction as reviewed. If the line item has a blank space in the Reviewed column, the transaction has not be reviewed.
### Reviewing Transactions
1. On the Vestigo Verify Homepage - My Visits Tab, click on **View Protocols** for an active visit
2. Locate the protocol to review and click on **View Protocol**
1. Depending on how the site setup the visit, Verify users may have multiple protocols on one visit.
3. Click on the **Monitor Review** tab
4. Select the **Drug** from the dropdown menu
5. (Optional) Click on *More Filters* to allow for additional search filters. The default filters will bring in the most transactions.
6. Leave the *Status* radio button to **Transactions Needing Review**
7. Adjust the Date Range
**Caution** - It is recommended to only search for a maximum of three months at a time to assess transactions. Running this report for longer periods may require additional time for data to display and for marking transactions as reviewed.
8. Click the blue **Search** button
9. The grid below will populate with the results
10. Select each **Transaction** that you want to mark as reviewed
11. Click the blue **Mark as Reviewed** button
12. Repeat for any additional search criteria or different drugs
###### Transactions Previously Reviewed
Verify users can review transactions that they or another Verify user on the protocol has previously marked as reviewed by toggling the radio Status option to **Transactions Previously Reviewed.** While Vestigo Verify will not prevent users from adding an additional review on each transaction that already has been reviewed, it is not recommended to do this as this will add an additional user to the Reviewed column on the Monitor Review Report.
**Warning** - Once a Verify user has marked an item as reviewed, the action is permanent and cannot be undone.
### Generating a Monitor Review Report
1. On the Vestigo Verify Homepage - My Visits Tab, click on **View Protocols** for an active visit
2. Locate the protocol to review and click on **View Protocol**
1. Depending on how the site setup the visit, Verify users may have multiple protocols on one visit.
3. Click on the **Accountability** tab
4. Select the **Drug** from the dropdown menu
5. In the *DARF Form Type*, select the **Monitor Review Report**.
6. Adjust the **Start Service Date** as needed. This field automatically defaults to the first day inventory was received on the protocol.
7. Adjust the **End Service Date** as needed. This field automatically defaults to the current day.
8. (Optional) If needed, select the participant from the Subject dropdown, or leave as the default. Leaving as None Selected will generate a master DARF accountability with all transactions, which is the most common DARF.
1. Participants may appear in the drop down multiple times depending on if arm changes happened to that participant.
9. (Optional) Select the **Location(s)**. By default, all locations will be selected, but locations can be unchecked if needed.
10. **Check or Uncheck** the flags that determine what additional information the DARF should add or restrict.
1. *Include Subject and Inventory Returns* - Will add additional information to dispenses and quarantines about any returns recorded and current disposition.
2. *Include Cycle Counts* - If the site records cycle counts, you can check this setting to have the cycle counts added as line items.
3. *Include Temperature Excursions* - If your site has recorded any Temperature Excursions using the Temperature Excursions pathway, you can check this setting to have those added as line items.
4. *Blind Subject PSN* - This will default to the current protocol setting, but can be adjusted by Verify user at time of generation. If checked, the Participant PSNs will show as Blinded PSN.
5. *Show Subject Initials* - This will default to the current protocol and client setting. If this setting is allowed, it will be defaulted to the protocol default and the option can be toggled on and off by the Verify user. If it is grayed out, it cannot be enabled due to protocol or client settings.
11. Click the blue **Generate Accountability Record**
12. The Monitor Review Report will download as a PDF Attachment that can generally be opened in any major browser.
We do not recommend selecting a patient if the inventory is not patient specific. If you do select a patient, and the inventory is general inventory, the balance/balance forward will be blank. This will also be true if the drug is a dispense only drug.
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