If you are used to using MACRO 3, you will notice that MACRO 4 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 3 and the current version of MACRO 4:
Task |
MACRO 3 |
MACRO 4 |
Go to relevant part of help |
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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