Setting user preferences

You can customise the behaviour of the DE/DR module by setting user preferences, either within the DE/DR module or by editing configuration files.

System administrators can access the Administrator Options which override the standard options. If an option is set by a system administrator, that option will then appear greyed out in the standard Options window.

Note: User preferences only apply to the current database and so need to be set separately for each database.

Click the links below for an explanation of each field within the Options section.

Number of records per page	The number of records to be displayed on a single page. This refers to the Subject List, Data Reporter reports, and any data browsers where multiple pages are used. For best performance we recommend that this number does not exceed 4000, and that you also switch on High Performance Mode.
Maximum records limit	The maximum number of records that can be retrieved. The default is 1000. If you perform a search that results in more than the maximum number of records, you will be asked to narrow down the search.
Maximum record limit for Recent Subjects List	The maximum number of recently opened subjects to be displayed in the Recent Subjects list. The default is 10 and the maximum you can choose is 50.
Homepage URL	This determines what is displayed on the homepage. This can be a URL of your choice or it can be the path to home.aspx, the standard homepage that you can configure to display links to reports/attachments. Note that user preferences only relate to the current database and so a different homepage can be specified for each database.
Check homepage URL	Check this option to display the standard homepage instead of the custom one if the custom URL is not entered correctly or is otherwise invalid.
Post user credentials to homepage	If your homepage references the details of the current user, this may be a security issue. Check this box if you wish to allow the user details to be posted.

Show eForm question tooltips	Check this to enable the Question Details/ Question Status Details to be viewed in tool tips when hovering over the question field/ question status icon on an eForm.
Show eForm empty save warnings	Check this to enable a warning message when a user attempts to save an eForm without having made any changes to it.
Show warning validation messages for derived questions	Check this to display warning messages for questions that contain a derived response. Note that you cannot change the response for the question as it is read-only.
Show dropdown options for the current category question	Check this to automatically expand the dropdown options when a category question is highlighted.

Show eForm Dates in schedule	Check this to display the eForm date underneath each eForm icon in the schedule.
Show Visit Dates in schedule	Check this to display the visit date underneath each visit name in the schedule.
Show gridlines in schedule	Check this to display gridlines between all eForm and visit cells on the schedule.
Open at next available eForm	Check this to open the schedule at the next available eForm. This means that you do not need to move around the schedule to find the next eForm although it also mean that the schedule might open already scrolled down which may be disorientating. If this option is checked, the next available eForm is highlighted, otherwise the first eForm in the schedule will be highlighted.

This enables you to specify how you want data to be displayed in the Data/Audit Browsers.

Each item refers to a column in the browser.

Columns in the Hidden list will not be displayed and those in the Visible list will be displayed.

Use the arrows to move columns between the two lists.
Change the order of the columns by selecting an item and clicking Up or Dn. The order of the first four columns is fixed.
Change the order of the data within each column by selecting a column and clicking Asc (Ascending) or Desc (Descending).

You can also change these settings from within the Browsers.

This enables you to specify how you want data to be displayed in the DCR/SDV/Notes Browsers.

Items in the top section refer to table columns and those in the bottom section refer to groups.

Items in the Hidden list will not be displayed and those in the Visible list will be displayed.

Use the arrows to move items between the two lists.
Change the order of the items by selecting an item and clicking Up or Dn. The order of the first four columns is fixed.
Change the order of the data within each item by selecting an item and clicking Asc (Ascending) or Desc (Descending).

You can also change these settings from within the Browsers.

Paging per subject	Check this to enable printable pages to be displayed with one subject to a page.
Data Clarification Forms
Show one DCR per page...	Check this to enable DCFs to be displayed with one DCR to a page.
Company Detail	The DCR header is only supported in Internet Explorer and not in Mozilla Firefox or Safari.
Name	Enter a company name if you want it to be displayed in a header on the DCF.
Address	Enter a company address if you want it to be displayed in a header on the DCF.
Attach Logo	If you wish to display a logo in the DCF header, click the button and select the image to be used. Once an image has been selected, you can see it by clicking View Logo or remove it by clicking Clear Logo.

Maximum number of search results

The maximum number of results displayed when a search is performed for data that has been coded.

General

Action to take

Select an option from the drop down list to specify what you want to happen when a user forgets their password:

Take no action - Nothing happens.
Automatically create a new password... - A new password is created and emailed to the user.
Email a message... - The system administrator assigned to the user will be sent a notification email.

For the second two options to work, you must also specify how you want to deal with forgotten passwords within the System Management module.

SMTP Settings

You must be logged in to the security database before editing this field.

Enter the email server settings for the system administrator. These settings are used for emails relating to forgotten passwords and for any email alerts set up in the EM module.

SMTP passwords cannot contain the < character.

Setting user preferences

Configuration Settings