Data Entry/Review module

Using the Notes browser

The Notes browser can be opened in a number of ways.

• The Notes browser displays a list of notes, one note to a row with a number of information columns. More info

  Date	The date/time the note was created.
  Status	The status of the note as set when the note was created. This will be Public or Private.
  Subject	The subject for which the note exists.
  eForm	The eForm on which the note exists.
  Question	The question to which the note is attached.
  Value	The question response value.
  User Name	The user name of the user who created the note.
  Text	The note text entered when the note was created.

• Clicking the arrow at the start of a row adds an indented section showing info for the note in the standard subject/visit/eForm/question order. Clicking the magnifying glass icon at the start of this indented row opens the row in a separate window.

Organising data in the browser

• To widen or narrow a column, hover the mouse between column headings until it displays as a horizontal line with arrows at both ends and then drag to the required position. See example

   

  

   

   

• To re-order the data within an individual column, click the column heading. The small arrow within the heading indicates whether the data is sorted from the top or the bottom. See example

   

  

   

   

• Depending on the level of detail that you chose in the search panel, you can group data by the information in each column.

• • To create a group, drag a column heading to the area above the headers. The DCR data will be re-displayed within the group. See example Repeat to add more groups.

     

    

     

  • Each group level can be expanded/collapsed by clicking the arrows next to each level. To expand or collapse all the data, right click in the area above the report and select Full Expand or Full Collapse from the popup menu.

  • To remove all groups and view data in a classic tree view style, right click in the area above the report and select Clear Grouping from the popup menu.

Editing a note from the browser

1. Right click on a note anywhere in the row and select Edit Note from the popup menu.

2. Edit the note text. Changes to notes do not appear in the question audit trail but a new row is added to the note browser for each edit.

When selecting data:

• To select multiple consecutive rows, hold down the Shift key on your keyboard and select the first and last rows.

• To select multiple rows that do not appear next to each other, hold down the Ctrl key on your keyboard and select the individual rows.

Opening an eForm from the browser

If the note exists at eForm or question level you can right click on a note and select Go to eForm. The relevant eForm will be opened in the main window. If the note is at question level and the question is available, the question will be highlighted. Why a question might be unavailable

To return to the Notes browser, click the Close Current eForm button in the tool bar.

Opening the schedule from the browser

Right click on a note and select Go to Schedule. The schedule for the relevant subject will be opened in the main window. To return to the Notes browser, you must re-run the report by clicking the Execute button in the search panel which should still be open.

Improving performance

To improve the speed at which results are displayed in the data browser, you can switch on High Performance Mode.

Related Topics

Searching for notes

Printing a list of notes

Exporting note reports

Using the data browser

Using the DCR browser

Using the SDV browser