There are two ways of creating a note:
Right click the question status icon to the right of the question and select Notes > Add from the popup menu. The New Note window is displayed. If the option is greyed out, this means that you do not have permission to create a note.
Enter your note. There is a limit of 2000 characters.
Click the required option to set the status to Public or Private. Public notes are available to view by any data entry user. Private notes can only be read by the user who created them.
Click OK. The relevant icon will be displayed.
Questions with notes attached to them are identified by the following icons:
Note attached |
|
Note and comment attached |
Creating a note from the Data Browser
Select View > Search Panel or click the Open Search Panel icon to open the search panel. General help on using the search panel
When you open the search panel, it will appear as it was when the panel was last closed.
At any time you can clear all the search fields by clicking the Clear Search fields icon at the top of the panel.
To save a search for future use, click the Save Search icon at the top of the panel to save the current combination of search settings. Enter a name for the new search or click Replace Search and select a search to overwrite. Click Save. Searches are stored separately for each user. To open a previously stored search, click the arrow to the right of the Open Stored Search icon at the top of the panel and select a search from the drop down list.
Select Data from the drop down list at the top. See image
Select your search criteria. Help on each field within the search panel
Detail |
Select the level of detail to which you want to see data. |
Study |
If you are permitted access to data from more than one study, you can choose to view data from all studies, or from a particular study only. Select your choice from the drop down list. |
Site |
If you are permitted access to data from more than one site, you can choose to view data from all sites, or from a particular site only. Select your choice from the drop down list. |
Subject |
You can choose to view data entered for a particular subject only, by entering the subject label (part or whole), or the subject ID. The subject list will open, containing only those subjects who fit your search criteria. |
Select/Clear All |
Use this toggle to either check all the status boxes or to clear all checks. Hover over a status icon to see the status label as a tooltip. |
status |
Click these check boxes to include all questions with a particular status or combination of statuses. You can select multiple check boxes. |
Comments |
You can choose to:
Select your choice from the drop down list. |
Notes |
You can choose to:
Select your choice from the drop down list. |
Frozen/Locked |
You can choose to:
Select your choice from the drop down list. |
DCR |
Select a status from the list to include questions with DCRs of that status. The statuses are raised, responded, closed, printed or received. This section is only available if your user permissions allow you access to DCR data. |
SDV |
Select a status from the list to include questions with SDV marks of that status. The statuses are planned, queried, done or cancelled. This section is only available if your user permissions allow you access to SDV data. |
Visit |
You can include data from all visits, or from a particular visit only. Select your choice from the drop down list. |
eForm |
You can include data from all eForms, or from a particular eForm only. Select your choice from the drop down list. This list will only contain eForms available in the selected visit. |
Question |
You can include data from a particular question only. Select your choice from the drop down list. This list will only contain questions available in the selected visit/eForm combination. |
User |
You can include data entered by all users, or by a particular user only. To specify a particular user, select the name from the drop down list. |
Search |
You can search for data before or after a certain date, during a certain period or with no date restrictions. Select your choice from the drop down list. |
From |
Enter the date from which you want to search by clicking the arrow and selecting the date form the popup calendar. |
To |
Enter the date to which you want to search by clicking the arrow and selecting the date form the popup calendar. |
Type |
You can choose to view thesaurus questions associated with all MedDRA dictionaries, or from a particular dictionary only. Select your choice from the drop down list. |
Statuses |
You can choose to view thesaurus questions with a specific coding status. Select your choice from the drop down list. |
Click the Execute search buttonto display the data in the Data Browser in the main window. What to do if you are told your search exceeds the maximum number of records
You will be alerted if your search results exceed the maximum number of records allowed in a browser report. If this happens the DCR browser will not open until you change your search criteria to reduce the number of DCRs in the results.
Once the report is open in the browser, the number of records displayed is shown at the bottom of the browser.
To change the maximum records limit, go to Tools > Options.../Administrator Options...
Right click the question and select New Question Note from the popup menu. The New Note window is displayed. If the option is greyed out, this means that you do not have permission to create a note.
Enter your note. There is a limit of 2000 characters.
Select the required option to set the status to Public or Private. Public notes are available to view by any data entry user. Private notes can only be read by the user who created them.
Click OK. The relevant icon will be displayed.
Questions with notes attached to them are identified by the following icons:
Note attached |
|
Note and comment attached |
To attach a note to a question, you need the 'Create a note' permission
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