Searching for SDV marks

To search for SDV marks via the search panel, you need both the 'View data' and 'View SDV' permissions

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 SDV 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.

   SDV

   You may check as many boxes as you like in this section, although you must select at least one.

   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 SDVs with a particular status or combination of statuses. You can select multiple check boxes.
   Select/Clear All	Use this toggle to either check all the scope boxes or to clear all checks.
   scope	Click these check boxes to specify the scope of the search. You can select multiple check boxes.

4. Click the Execute search buttonto display the data in the SDV Browser in the main window. What to do if you are told your search exceeds the maximum number of records

   You will be alerted if your search results exceed the maximum number of records allowed in a browser report. If this happens the DCR browser will not open until you change your search criteria to reduce the number of DCRs in the results.

   Once the report is open in the browser, the number of records displayed is shown at the bottom of the browser.

   To change the maximum records limit, go to Tools > Options.../Administrator Options...

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

Questions with attached SDV marks 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 SDV > View from the popup menu. The SDV Browser is displayed in a window, containing SDV information for the current question only.

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

Click the Planned SDV status button located on the toolbar to view a list of all subjects/visits/eForms/questions in the current study with the status of Planned SDV. You can also just hover the mouse cursor over the toolbar button to see how many Planned SDVs exist in the study.

Click the Queried SDV status button located on the toolbar to view a list of all subjects/visits/eForms/questions in the current study with the status of Queried SDV. You can also just hover the mouse cursor over the toolbar button to see how many Queried SDVs exist in the study.