Page Comparison

Overview

This page describes two methods of how to check the subjects due for an encounter 

Required Role(s)

• Method 1: Subject Management ( or ) Subject Management Read-only (minimum) only  
• Method 2: Reports

Steps

Method 1.  From Home Page

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1. Project Management:  Create, set up (e.g., create forms, set data collection schedule), and maintain research projects; build automated clinic notes and/or subject reports; program any needed protocol logic (e.g., screening algorithim for pass / fail). This role controls all setup options for a specific Project / study.
2. Publish Reports:  Can "Publish" / make available Workbench reports to others through the Reports main menu item
3. Data Set Managment:  Create and maintain data sets which include variables from forms, as well as creating calculated variables (e.g., change score from Baseline to Last Follow-up) and recoded variables (e.g., colapsing a 'Race' variable from 6 categories to 2).
4. Randomize:  Randomize subjects to treatment group.

   Info
   This role is ONLY applicable for Projects with the "Randomization" feature selected

5. Reports:  Run both the canned reports that come with StudyTRAX (e.g., Data Completion Report, Follow-up Status Report), as well as custom reports created in the Workbench area
6. Signing:  Sign (lock) case report forms.

   Info
   This role is ONLY applicable for Projects with the "Electronic Signatures" feature selected

7. Subject Administration:  Setup and maintain subject user accounts (e.g., create a subject's initial User ID, Password, and enter other account information [their email address]).

   Info
   This role is ONLY applicable for Projects with the "Subject Login" feature selected

8. Subject Management:  Enter subject data
9. Subject Management - Secondary (Double Data Entry):  Enter data as a secondary user   

   Info
   This role is ONLY applicable for Projects with the "Double Data Entry" feature selected

10. Subject Management - Read only:  View subject data, cannot make any changes
11. Unsigning:  Un-Sign (un-lock) case report forms

    Info
    This role is ONLY applicable for Projects with the "Electronic Signatures" feature selected

12. View Subject's Treatment:  View treatment group to which a subject was randomized from the Subject Management page or ability to include the "Subject's Treatment Group" variable in a data set if Data Set Management role granted for project. 

    Info
    This role is ONLY applicable for Projects with the "Randomization" feature selected AND this allows a user to UNBLIND a subject

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Page 

1. Select the project from which the subjects due status is to be obtained, by using the project selector from the toolbar 
2. Select Subject Search in the left panel 
3. Click Advanced to show the Sites and Status selectors
4. In the Status selector, select due encounters 
5. Optional:  To display the encounter that is due check the box for Show Details
6. Click Go
7. The subjects with a due encounter will be displayed
8. Click on the Reference ID to open the Subject Overview page for that subject
9. If Show Details was checked, click on the encounter name to open the Encounter Update page  

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Method 2. From Reports Page 

1. Click Reports from the main menu at the top of the page 
2. Click Subjects Due in the report list 
3. Select Submit on the right side of the screen, below the toolbar
4. The Subjects Due report will display

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