Data Entry/Review module

Searching for frozen/locked data

To search for frozen/locked data, you need the 'View data' permission

You can view data with a specific combination of the frozen and locked statuses in the data browser:

1. 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.

    

2. Leave Data selected in the drop down list at the top.

3. Select your search criteria. Use the options in the Frozen/Locked section to look for frozen/locked data. Help on each field within the search panel

   Search Detail Level

   Detail

   Select the level of detail to which you want to see data.

   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	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.

   Statuses

   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: disregard comments (by leaving the list blank) only include questions with no comments attached (None) only include questions with comments attached (All). Select your choice from the drop down list.
   Notes	You can choose to: disregard notes (by leaving the list blank) only include questions with no notes attached (None) only include questions with notes attached (All). Select your choice from the drop down list.

   Frozen/Locked

   Frozen/Locked

   You can choose to: only include questions that are neither frozen nor locked (Not Frozen and Not Locked) only include frozen questions (Frozen) only include locked questions (Locked) only include questions that are either frozen or locked (Frozen or Locked) only include questions that are not frozen (Not Frozen) only include questions that are not locked (Not Locked) disregard freeze/lock status (by leaving the list blank) Select your choice from the drop down list.

   DCRs/SDV Status

   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.

   Study Level

   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

   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.

   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.

   Clinical Coding

   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.

    

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

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.

The Data report can be printed and exported.

Viewing an audit trail of freeze/lock operations

To view an audit trail of freeze/lock operations, you need both the 'View data' and 'View lock/freeze history' permissions

You can use a separate section of the search panel to see a simple audit trail of freeze/lock operations:

1. 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.

    

2. Select Freeze/Lock History from the Data drop down list.

3. Select your search criteria. Help on each field within the search panel

   General

   Study	If you are permitted access to data from more than one study, you may 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 may choose to view data from all sites, or from a particular site only. Select your choice from the drop down list.
   Subject	You may 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.

   Freeze/Lock History

   You may check one or both boxes in this section.

   Select/Clear All	Use this toggle to either check all five boxes or to clear all checks.
   Freeze	Check this box to include data that has been frozen.
   Unfreeze	Check this box to include data that has been unfrozen.
   Lock	Check this box to include data that has been locked.
   Unlock	Check this box to include data that has been unlocked.
   Rollback	A Rollback message is one that was created on the server but which was refused at the site, and so has been rolled back (undone) on the server. Messages are refused at a site if they affect data which has been changed at the site. Check this box to include data that has been rolled back.
   Select/Clear All	Use this toggle to either check all four Scope boxes or to clear all checks.
   Subject	Check this box to include data concerning subjects that have been frozen/locked.
   Visit	Check this box to include data concerning visits that have been frozen/locked.
   eForm	Check this box to include data concerning eForms that have been frozen/locked.
   Question	Check this box to include data concerning questions that have been frozen/locked.

    

4. Click the Execute search buttonto display the data in the Freeze/Lock History Browser in the main window.

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.

The Freeze/Lock report can be printed and exported.

Related Topics

Printing search results

Exporting search results

About freezing and locking

Freeze Lock Messages

Searching for response data