Create a Value Set for a Custom Filter

1. On the FILTER ELEMENTS page, click Continue.

   The FILTER VALUE SET page appears.

   Note:

   In the FILTER VALUE SET page, all the elements associated with the filter are organized in sections. You need to scroll the page to view all the sections. If you included the advanced condition element while creating your filter in Step 2, the FILTER VALUE SET page displays an additional Advanced Conditions section. You can use the options in this section to create an advanced condition and integrate your value set with it. See Integrate a Value Set with an Advanced Condition for details. To convert the entire value set to an advanced condition, see Convert a Value Set to an Advanced Condition for details.

2. Specify values for the filter elements.

   See Use Predefined Filters for details.

3. Examine the value set results.
4. Click Execute.

   While the system searches for matching cases, the following dialog box appears:

   Note:

   To cancel the query execution at this point and return to the FILTER VALUE SET page, click Cancel Query.

5. If the system does not find any cases that match the querying criteria, warning message appears.

   Click OK in this dialog box to return to the Value Set form, modify the criteria, and execute the value set again

6. If the system finds cases that match the query criteria, a list of such cases appears in the ACTIVE CASE SERIES page.
7. Examine the case series. If the case series is too large, you may want to add additional elements to the filter or modify the value set.

   Alternatively, if you find the case series to be appropriate, you can save the value set to the system.

8. Click View Query to return to the FILTER VALUE SET page.
9. Modify the value set, if required, and examine the results again or proceed to save the value set.
10. Save the value set to the system.
11. In the Description field, enter a description of the value set.

    For example, you may describe the type of cases the value set retrieves.

12. Click Save Values.

    The Save Value Set dialog box appears.

13. Enter a name for the value set.

    Note:

    The name cannot contain following characters: % " ' ^ ~,;|#`

14. Click OK.

    The FILTER VALUE SET page refreshes.

    Note that the Save Values As button and the Permissions button are now enabled.

    Note:

    The FILTER LIBRARY page displays the custom as well as predefined filters and their value sets in a control tree format. From this page, you can select a value set and directly execute it. See Work with Saved Filters and Value Sets for more information. The saved filters also appear in the Select Filter for New Value Set dialog box from where you can select the desired filter, enter values in the NEW VALUE SET page and execute. See Use Predefined Filters for more information.

    Tip:

    If you make modifications to the field values after you saved the value set to the system, click Save Values to save the changed field values. To save the value set by another name, click Save Values As. To clear all the field values in the FILTER VALUE SET page, click Clear.

15. To assign group-level permissions on the saved value set, click Permissions.

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

16. To assign permissions to the group members on the value set 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 value set.
    R/W/D	Group members will be able to view, modify, and delete the Value Set.
    R/W	Group members will be able to view and modify the value set.
    R	Group members will be able to only view the value set.
    No Access (Default)	No group members will be able to access the value set.

    Note:

    The author of the value set 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 a value set that you create. In this case, you will continue to have the highest level of permission on your value set; other members in your group cannot access your value set.

17. Click OK to save the permission settings.
18. Click Execute.

    The ACTIVE CASE SERIES page appears with the cases that match the value set criteria.

    After generating the case series, you may manually modify or save the series. See Work with Case Series for more information.