Searching for subjects

To search for subjects in any of the ways listed here, you need the 'View data' permission

There are three ways of viewing existing subjects:

Viewing all subjects in the Full Subject List

This lists all existing subjects.

Select View > Subject List or click the Subject List icon located at the top of the screen beneath the menu options.
The Subject List opens in the main window.

Details are provided for each subject under several column headings. More details

Click on a column heading to sort the list for that column. Click again to reverse the order.
Double click a subject to open the schedule.

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 search panel enables you to specify a subset of subjects to be displayed in the full Subject List:

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.
Select Subject from the Data drop down list. See image

The Subject List report can be printed and exported.

This lists all existing subjects in a side panel so that you can work with it open. Fewer details are provided for each subject:

Select View > Subjects QuickView or click the Subject QuickView icon located at the top of the screen beneath the menu options.
The QuickView list opens on the left side of the screen.

The details provided for each subject are more basic than in the full list, with only Study/Site/Subject label being displayed.
Double click a subject to open the schedule.

Status	The status of the subject (shown as an icon) based on the status of the eForms within the schedule for this subject.
Study	The name of the study into which the subject has been recruited.
Site	The name of the site at which the subject was recruited.
Subject ID	The system-generated number that has been automatically assigned to the subject.
Subject Label	The subject label is defined by the study designer and is only created when the user enters data in the specified questions. The label can provide additional information to help identify the subject, such as the subject's initials and date of birth.
Last Modified	The date and time of the last subject modification.

Study	If you are permitted access to data from more than one study, you can choose to view subjects 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 subjects from all sites, or from a particular site only. Select your choice from the drop down list.
Subject	You can choose to view data for a particular subject only, by entering the subject ID or the subject label (part or whole). The subject list will open, containing only those subjects who fit your search criteria.