Assign a Category to an Advanced Condition

A category indicates the reporting aspect to which your advanced condition pertains:

• Case Processing
• Compliance
• Configuration
• General
• Management
• Pharmacovigilance

Specifying the category also helps in searching the relevant advanced conditions from a list of all the advanced conditions saved in the system.

To assign a category to an advanced condition:

1. On the ACTIVE ADVANCED CONDITIONS EDITOR page, from the Category drop-down list, select a category.
2. In the Description field, enter a description of the advanced condition.
   For example, you may describe the type of cases the advanced condition retrieves.
3. Click Save.

   The Advanced Condition - Save dialog box appears.

4. In the Name field, enter the name of the advanced condition.
5. Click OK to save the advanced condition and refresh the ACTIVE ADVANCED CONDITIONS EDITOR page.

   Note that:

   • The Active Query Name field in the upper-right corner of the page now displays the name of the advanced condition you specified while saving the advanced condition.
   • The Save As, View SQL, and Permissions buttons are now enabled.

     Note:

     The ADVANCED CONDITION LIBRARY page lists all the advanced conditions saved to the system. See Work with Saved Advanced Conditions for more information.

     Tip:

     If the field values are modified after saving the advanced condition to the system, click Save to save the changed field values.

6. Click View SQL to view the underlying SQL query for the advanced condition.
   1. Modify the SQL, if necessary.
   2. Click Save SQL after editing the query.

      Note:

      When using the Save SQL functionality, the advanced condition can be executed only from the ADVANCED CONDITIONS LIBRARY page.

      Tip:

      Revert to Original lets you to revert back to the original advanced condition. This button is enabled only when you edit the SQL.

   3. Click Close.
7. To assign group-level permissions on the saved advanced condition, click Permissions.

   The Permissions dialog box appears with the names of all the groups (except the Administrator group) that the system administrator has created.

8. To assign permissions to the group members on the advanced condition you have created, use the drop-down list next to a group name.

   The available options are:

   Permission	Description
   R/W/D/P	Group members will be able to view, modify, delete, and assign permission on the advanced condition.
   R/W/D	Group members will be able to view, modify, and delete the advanced condition.
   R/W	Group members will be able to view and modify the advanced condition.
   R	Group members will be able to only view the advanced condition.
   No Access (Default)	No group members will be able to access the advanced condition.

   Note:

   The author of the advanced condition always has the highest level of permission (R/W/D/P) on it. For example, suppose you belong to the Data Entry group and you assign the No Access permission level to the Data Entry group on an advanced condition that you create. In this acse, you will continue to have the highest level of permission on your advanced condition; other emmbers in your group cannot access your advanced condition.
9. Click OK to save the permission settings.
10. Click Execute to generate the case series.
    • The ACTIVE CASE SERIES page appears with the matching cases from the data mart.
    • If any runtime parameters are configured, the Parameters dialog box appears.

      Specify the parameter values by using the options in the dialog box, and click Execute.

      The ACTIVE CASE SERIES page appears with the matching cases from the data mart.

      See Work with Case Series for more information.