| Oracle® Health Sciences Data Management Workbench User's Guide Release 2.3.1 Part Number E35217-02 |
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View PDF |
| Oracle® Health Sciences Data Management Workbench User's Guide Release 2.3.1 Part Number E35217-02 |
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|
View PDF |
This section contains the following topics:
A discrepancy is associated with a data point identified as incorrect or possibly incorrect. A discrepancy may originate as an InForm query or be identified in Oracle Health Sciences Data Management Workbench (Oracle DMW) by a validation (edit) check or manual query; see "Reviewing Data".
Use the Discrepancies page to review discrepancies, add comments, apply an action to change their state and/or apply a tag to route them to other reviewers or to InForm or to a spreadsheet to send to the lab where lab data originated.
Your company can set up custom actions, states, categories, and tags to effectively create a custom workflow for discrepancy management. See "Configuring Your Discrepancy Workflow" for information.
Note:
To review all data and raise manual discrepancies, go to the Listings page.To view data discrepancies in a study:
Select the study and a lifecycle mode on the Home page.
Select Discrepancies.
In the Discrepancy Management pane you can review discrepancies, filter the display, and take action on one or more discrepancies.
A discrepancy is associated with its data point in all models, through both upstream and downstream transformations, but the system recognizes it as a single discrepancy. The table and column displayed for each discrepancy are those of the data point in the model in which the discrepancy was created. You can see the model name in the Details section.
You can select one or more discrepancies and do the same thing to all of them if the action is valid for all the selected discrepancies. You can use Ctrl+Click or Shift+Click to select multiple discrepancies and:
Set State: Select the action you want to apply from the Set State drop-down list.
The system displays only actions that apply a valid next state for all the selected discrepancies. If you select discrepancies that do not share a valid action, the system lists no actions. You must change your selection to a set of discrepancies that are in the same state. They may also need to have the same tag applied, depending on how your company uses the system; see "Creating a Custom Workflow by Creating Custom Actions".
Add Comment: Enter information that may be helpful in the review process and click OK.
If the comment is intended for other people using Oracle DMW, select Internal Comment and click OK. The comment is then visible only within the system.
If the comment is intended for lab personnel or InForm users, leave Internal Comment deselected and click OK. The comment is then included with the discrepancy when it is sent to its source: InForm or a lab.
Export to Excel: When you select Export to Excel the system generates an .xls file of all discrepancies, and puts it in the location you specify.
Select one discrepancy and click Edit to change:
Discrepancy: Edit the text describing the problem with the data or action required.
Category: Select a category to apply to the discrepancy. You can then use the category to filter for the discrepancy. A discrepancy can have only one category at a time.
Action: Select an appropriate action to apply to the discrepancy. The system displays only valid actions. Actions can change the discrepancy's state and tag. Your company can set up its own actions.
Unread: This field helps track whether an Oracle DMW user has viewed this discrepancy. Discrepancies created by InForm or validation checks start out with their Unread field checked. The system unchecks it when a user selects the discrepancy and then Display Full Record. Discrepancies created manually start out with their Unread field unchecked.
Auto Close: If checked, validation checks with the required code can close this discrepancy. If unchecked, this discrepancy must be closed manually even if a validation check that would close it is executed.
Reason for Action: If you apply an action to the discrepancy, enter a reason for the change.
Save or Cancel your changes.
Most of the columns displayed across the Discrepancy Management pane are the same as those listed under Detail when a single discrepancy is selected; see "Viewing Discrepancy Details" for descriptions.
You can reorder columns in the page by dragging them.
The icon displayed indicates the current state of the discrepancy. The state is also displayed in the State column and in the Details pane.
Table 12-1 Discrepancy Icons and Their Meaning
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Candidate—Requires manual review before opening. |
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Open—Requires resolution. |
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Answered—Additional information or a data change is available. Requires manual review and resolution. |
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Closed—No further action is allowed. |
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Cancelled—No further action is allowed |
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Sent to InForm or a Spreadsheet (for a Lab) —No action is currently allowed on InForm discrepancies but all actions are allowed on lab data. |
You can filter discrepancies two ways:
Click a single category in the Categories pane on the left. The system displays only discrepancies assigned that category.
All current and closed or cancelled discrepancies are displayed by default, but you can apply filters to display only a subset of data.
Expand the Filter section on the left of the screen and choose to filter on all or any of the available options.
If you select All, the system displays only discrepancies that meet all the filter conditions.
If you select Any, the system displays all discrepancies that meet one or more filter conditions.
Then set one or more filter conditions:
Subject: Select a single subject ID from the list.
Visit: Select a single visit from the list.
Model: Select the clinical data model in which the discrepancy was raised.
Table: Select the table that contains the discrepant data you want to examine.
Note:
All models, tables, and items, and all states and tags are always available to select, regardless of your previous selections, so it is possible to select an invalid combination. If you select an invalid combination, the system displays no data.Item: Select the item (table column) that you want to examine.
State: All discrepancies have a current assigned state—Candidate, Open, Cancelled, Answered, or Closed. You can specify a single state to view; for example, if your task is to determine whether to set Candidate discrepancies to Open or Cancelled, select Candidate as the filter value for State.
Tag: Tags may serve as substates or as extra identifiers.
Category: Select the category of discrepancies you want to view. Categories are set up by your company specifically to support filtering discrepancies.
Click Search to display discrepancies that meet your conditions or Reset to delete all conditions.
Note:
The system continues to apply your filters until you change them, even if you move to a different page.The Details pane displays all current information about a discrepancy, including the data value. You cannot make changes here.
Subject: Subject ID.
Visit: Name of the visit.
Discrepancy: Discrepancy text. You can edit this in the Discrepancy Management pane by clicking Edit.
Table: The database table that contains the discrepant value.
Model: The clinical data model that contains the table.
Note:
If the model is "InForm" it means that the discrepancy originated as a query in InForm.Item: The table column that contains the discrepant value.
Value: The discrepant data point value
State: The state currently applied to the discrepancy: Candidate, Open, Cancelled, Answered, or Closed. You can change the state using either Set State or Edit, then Action—when appropriate.
Days in State: The number of days the current state has been applied to the discrepancy.
Category: The category assigned to the discrepancy, if any. You can filter by category. A discrepancy can have only one category at a time.
Created: The date the discrepancy was created.
Modified: The most recent date the discrepancy was modified.
Tag: The tag assigned to the discrepancy, if any.
New Data: If Yes ($YESNO$YES), the data value has been changed in the source system and the discrepancy has not been reviewed in Oracle DMW since then. When you move the focus to another discrepancy, the system considers that you have reviewed it and sets this value to No($YESNO$NO).
The History pane displays the history of the discrepancy—by default in reverse chronological order, with the most recent change at the top. The user who made the change and the date of the change are displayed. You cannot make changes to the data but you can change the display; see "Changing User Interface Display".
Select Refresh to view any changes that have occurred since you selected the discrepancy or last refreshed.
This pane displays all column values for record containing the discrepant data point, including the current value and the original value, if it is different. The discrepant item is always listed at the top.
Two internal columns are displayed at the bottom:
CDR$SKEY contains the primary key values of the record separated by tildes (~). This value is used internally to trace data lineage; see "How the System Tracks Data Lineage".
CDR$DUP_NUM is normally null, but can contain an integer that indicates the record's place relative to other records loaded from the same source with the same primary key; see "Supporting Duplicate Primary Keys in a Load".
Select Refresh to view any changes that have occurred since you selected the discrepancy or last refreshed.
Click Export to Excel to generate a .xls file with all discrepancies. You can rename the file and save it to your local computer.
Select one or more discrepancies and click Add Comment to add the same comment to all selected discrepancies.
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