Timeline View

Owned by Mary Lukowski
Last updated: Oct 09, 2017
2 min read

Overview 

The Timeline view has a tabular display of study visits/encounters and includes various display options and filters.

Content 

The Timeline View contains all the fixed encounters, and contains the non-fixed encounters that have occurred.  The encounter is color coded to show the encounter's status.  The Timeline settings can be used to customize the display.  Encounters that have occurred are accessed by clicking on the date.  Encounters that have not occurred are accessed/entered by clicking on create.

 Timeline rows

  • Top row is the interval name
  • Date: the encounter date
    • A date is displayed only if the encounter has occurred
    • The encounter date will default to the date the encounter was started but can be modified
    • Encounters that haven't occurred but can be created will display create
  • Status
    • Due (orange): encounters are Due within the Before and After date
    • Missed (pink): encounters are Missed when the Latest date is passed and the encounter has not occurred
    • Not Due (gray):  encounters are Not Due prior to the Before date
    • Complete (green):  encounters are Complete when all the required data has been entered
    • Incomplete (yellow):  encounters are Incomplete when all the required data has not been entered
    • Unknown (pink):  encounters with an unknown completion status (either a change was made after data was entered, or the page was not opened and contains branching logic)
    • The complete/incomplete status of an encounter is based on the completeness of all the forms collected within the encounter
  • Reports
    • Project column:  listing of project reports that will contain the subject's data
    • Interval columns:  listing of encounter specific reports with subject's data
  • Before:  The projected date minus the Before Target Range specified in the interval
  • Target:  Calculated by the Target Length specified in the interval and the actual Baseline encounter date.  It is the Baseline encounter date plus the Target Length
  • After:  The projected date plus the After Target Range specified in the interval
  • Variable Group / Form names:  each form is in its own row and color coded to indicate its status


Actions 

  • Customize the display through the timeline settings
  • Enter new fixed encounters by clicking create under the interval name
  • Edit existing encounters by clicking on the date under the interval name
  • Enter a non-fixed encounter through the sidebar or on the Encounters tab of the Details view
  • View a subject report by clicking on the report name
  • Change paging preferences by clicking on the gear to open Paging Options