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Overview 

The dashboard tab contains the Timeline and the Data Collection Summary.  

Description

Timeline

The timeline contains the data collection schedule of all fixed encounters (completed and not completed encounters), and the completed non-fixed encounters.  The timeline 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.

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 Timeline rows

  • Top row is the interval name
  • Date: the encounter date
      Encounters due
      • 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
      Earliest
      • Before and
      Latest
      • After date
      Encounters missed
      • Missed (pink):
        encounters
      •  encounters are Missed when the Latest date is passed and the encounter has not occurred
      Encounters not due
      • Not Due (gray):  encounters are Not Due prior to the
      Earliest
      • Before date
      • Complete
      encounters
      • (green):  encounters are Complete when all the required data has been entered
      • Incomplete
      encounters
      • (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

    ...

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    Data Collection Summary

    The data collection summary displays a matrix of the subject & project variable groups and the completed encounters in each column with the variable groups collected at each point.  The matrix is color-coded to indicate the status of each variable group.

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    Toolbar Buttons

     

    Button

    Function

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    Project

    To select a project

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    New Subject

    To add a new subject

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    Edit Subject

    To edit subject and project variables

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    Delete Subject

    To delete a subject (if the red delete icon is displayed)
    Subjects with data entered cannot be deleted (the gray delete icon will be displayed)

    ...

    Actions 

    • 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 on create under the encounter interval name in the Timeline
    • Edit existing encounters by clicking on the encounter name in the TimelineNon-fixed encounters are entered on the Encounters tab. 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