Searching for notes

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

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.

   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.

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 to display the Question Menu.

3. 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.

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