If you are used to using MACRO v3, you will notice that MACRO v4 looks very different. To help you with the transition, the table below compares the steps required to achieve a number of common tasks in both MACRO v3 and the current version of MACRO v4:
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Task |
MACRO 3 |
MACRO 4 |
Go to relevant part of help |
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Logging In |
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Changing users |
Switch button |
Not available |
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Locking MACRO |
Stand by button |
Not available |
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Changing your password |
Task List > Change Password |
Tools > Change Password |
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Subjects |
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Creating a new subject |
Task List > Create new subject |
File > New Subject |
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Opening an existing subject |
Subjects > click subject |
View > Subject List > double click subject |
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Searching for subjects |
Search > click Subject |
View > Search > select Subject from drop down list |
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Manually registering a subject |
Task List > Register Subject |
Not available |
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Searching, Printing and Exporting |
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Searching for data |
Search > click Data |
View > Search > select Data from drop down list |
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Printing browser report data |
Click Print link at top right of Data Browser |
File > Print Study Data |
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Exporting browser report data |
New for MACRO 4 |
From Print Preview tab, click Export icons |
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Printing eForms |
From eForm, click Print icon |
File > Print eForm |
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DCRs (previously known as discrepancies) |
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Raising a DCR from an eForm |
Right click question status icon > New Discrepancy |
Right click question status icon > DCRs > Add |
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Raising a DCR from the Data Browser |
Right click question > New Discrepancy |
Right click question > New Question DCR |
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Receiving a DCR |
New for MACRO 4 |
From DCR Browser, right click on DCR > Set to Received |
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Responding to a DCR |
From Discrepancy List, click Respond button at bottom of window |
From DCR Browser, right click on DCR > Respond to DCR |
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Re-raising a DCR |
From Discrepancy List, click Re-raise button at bottom of window |
From DCR Browser, right click on DCR > Re-raise DCR |
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Closing a DCR |
From Discrepancy List, click Close Discrepancy button at bottom of window |
From DCR Browser, right click on DCR > Close DCR |
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Searching for DCRs |
Search > click Disc |
View > Search > select DCR from drop down list |
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Printing a Data Clarification form |
From Discrepancy List, click Print Data Clarification Forms button at bottom of window |
From DCR Browser, select File > Print DCR > Data Clarification Forms |
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SDV Marks |
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Creating an SDV mark from an eForm |
Right click question > New SDV Mark... |
Right click question status icon > SDV Mark > Add |
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Creating an SDV mark from the schedule |
Right click eForm/visit/subject > Create/Edit SDV... |
Right click eForm/visit/subject > Create/Edit SDV... |
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Creating an SDV mark from the Data Browser |
Right click question/eForm/visit/subject > New SDV... |
Right click question/eForm/visit/subject > New SDV Mark |
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Changing the status of an SDV mark |
From the SDV List, click the status buttons at bottom of window |
From the SDV Browser, right click an SDV > Set the SDV Status to... |
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Searching for SDV marks |
Search > click SDV |
View > Search > select SDV from drop down list |
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Notes |
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Creating a note from an eForm |
Right click question > New Note... |
Right click question status icon > Notes > Add |
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Creating a note from the Data Browser |
Right click question > New Note |
Right click question > New Question Note |
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Searching for notes |
Search > click Notes |
View > Search > select Note from drop down list |
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Freezing and Locking |
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Freezing/Locking an item from Data Browser |
Right click on item > Lock |
Right click on item > Freeze/Lock item |
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Freezing/Locking an item from Schedule |
Right click on item > Lock |
Right click on item > Freeze/Lock |
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Viewing the Freeze/Lock history |
Task List > View Freeze/Lock history |
View > Search > select Freeze/Lock History from drop down list |
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Administration |
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Removing database locks |
Task List > Database Lock Administration |
Tools > Database Lock Administration |
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