Data Entry/Review module

Searching for notes

There are two ways of opening the Notes browser to display data for questions with a note attached:

Searching for notes using the search panel

1. Select View > Search Panel or click the Open Search Panel icon to open the search panel. Using the search panel

2. Select Note from the Data drop down list. See example If the option is greyed out, this means that you do not have permission to view the Notes Browser.

    

   

3. Select your search criteria. More info

   General

   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 Group	If you are permitted access to data from more than one subject group, you can choose to view data from all subject groups, or from a particular subject group 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.

   Study Level

   Visit	You may choose to view data from all visits, or from a particular visit only. Select your choice from the drop down list.
   eForm	You may choose to view data from all eForms, or from a particular eForm only. Select your choice from the drop down list.
   Question	You may choose to view data from all questions, or from a particular question only. Select your choice from the drop down list.

   User

   User	You may choose to view data entered by all users, or by a particular user only. Select your choice from the drop down list.

   Date Range

   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.

   Note

   You may check one or both boxes in this section.

   Public	Check this box to include public notes.
   Private	Check this box to include private notes. You will only see notes created by yourself.

4. Click the Execute search buttonto display the data in the Notes Browser in the main window.

You can change the way in which information is grouped and displayed in the browser. How to do this...

If you have a subject open, you will only be able to see notes for that subject. If you do not have a subject open, you will be able to see notes for all subjects associated with the sites to which you have access.

Viewing note information for a single question from an eForm

Questions with attached notes are indicated by the following icons:

1. Open the relevant eForm. How to open an eForm...

2. Right click the question status icon to the right of the question and select Notes > View from the popup menu. The Notes Browser is displayed in a window, containing notes for the current question only. If the option is greyed out, this means that you do not have permission to view the Notes Browser.

3. You can change the way in which information is grouped and displayed in the Browser. How to do this...

You can change the number of records displayed on a page and also the maximum number of records retrieved. Set this in Tools > Options > Environment.

To view notes in any of the ways listed here, you need both the 'View data' and 'View Note' permissions

Related Topics

About notes

Using the Notes browser