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The Sidebar opens a menu where users can change projects, perform actions, and manage subject accounts.
Tutorial
Content
- Project Name
- Project Selector: click the drop down to see a list of projects to which you have access
- Subject Photo: click the photo box to open a window where a photo can be uploaded
- Reference ID
- Name**
- Account**: opens the Account Update page
- Change Password**: opens a window to change the subject's password
- Project ID**
- Randomization ID / Treatment Name / Display Name**
- View Treatment**:
- Opens a window to view the subject's randomized treatment
- Applicable only in projects with double-blinded randomization
- Displays only for users with a View Treatment role for the subject's site
- Data Complete
- Yes: indicates all required fields have values
- No: indicates at least one required field does not have a value
- Unknown: indicates either a page with skip logic was not accessed or a change was made to a required variable after data was entered
- Screening
- In Progress: indicates the subjects has not failed nor passed screening
- Failed: indicates the subject has failed screening
- Passed: indicates the subject has passed screening and can be enrolled
- Enrolled: indicates the subject is enrolled in the project
** Items marked with a double-asterisk only display if the feature or attribute is enabled in the project configuration
Actions
| Button | Required Role (in addition to Subject Management) | Required Feature | Notes |
|---|---|---|---|
| Project Selector | Click the drop down to see a list of projects for which you have access | ||
| Subject photo | Click the box to open the where a photo can be uploaded | ||
| Account | Subject Administration | Subject portal | Opens the Account Update page |
| Change Password | Subject Administration | Subject portal | Opens a window to change the subject's password |
| View Treatment | View Subject's Treatment | Randomization |
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| Enter due encounter |
| ||
| Randomize | Randomize | Randomize | Displays in projects with Randomization enrolled |
| Unrandomize | Randomize | Randomize | Displays only if a subject has been randomized and has not had a baseline encounter |
Enroll |
| ||
Screen | Screening | Click to screen a subject in the project | |
Unscreen | Screening |
| |
| Project Management |
| ||
| Medication | Medications | Click to open the Medication Update window to add a new medication for the subject | |
| Task | Click to open the Task Update window to add a new subject related task | ||
| Query | Query Management | Click to open the New Query window to create a new subject query | |
| Non-fixed intervals | Click the interval name to create an encounter for that interval |