Contents

PART I: USER TASKS Getting started Launching the application Logging in to the application Logging out of the application Viewing your account profile Changing your password Changing your password in an SSO environment Changing your password in an environment with native authentication Getting started in an environment migrated to Oracle SSO authentication Setting the list page size Getting help Support for character types Coding details About coding details Viewing coding requests Viewing the details of a coding request Viewing the full coding details for a coded request Viewing the synonyms for a code Viewing Medicinal Product information Coding About coding About autocoding Reviewing an autocoded request About interactive coding Coding browser Coding modes Coding methods Coding a single item Coding an item and propagating the value Suggesting a synonym Clearing code values Queries About queries Viewing queries and their status Viewing the audit history for a query Creating a query from the Coding Requests or Approvals page Creating a query from the coding browser Reissuing a query Retrying a query delivery Notes and flags About notes Adding a note to a request Viewing note details for a request About flags Adding a flag to a request Removing a flag from a request Approval About approval Viewing the requests to approve Viewing the details of a coding request awaiting approval Approving requests Disapproving requests Reports and data exports About reports Producing a report Viewing the list of report requests Deleting a report request Viewing the parameters for a report Viewing the results of a report About data exports Exporting data to a report file PART II: ADMIN TASKS Users, roles, rights, and work teams About users User account types User account statuses User management in an environment with native authentication Adding a user Changing a user password Viewing or editing the details for a user Activating a user Deactivating a user Terminating a user User management in an Oracle SSO environment Migrating users to an Oracle SSO environment Viewing the list of users Assigning and editing the roles for a user Assigning and editing the work teams for a user About roles and rights Roles and rights management Viewing the list of roles Adding a role and assigning its rights Viewing or editing the details of a role Assigning and editing the rights to a role Deleting a role About work teams Viewing the list of work teams Adding a work team and assigning its users Viewing or editing the details for a work team Adding or removing the users in a work team Deleting a work team System information and configuration About system configuration Setting authentication parameters in environments with native authentication Configuring application settings Configuring job settings Viewing system information Setting flag definitions Synonym lists and synonyms About synonym lists Creating a synonym list Adding a synonym to a synonym list Deleting a synonym list Copying a synonym list Renaming a synonym list Activating a synonym list Deactivating a synonym list About synonyms Viewing the full coding details for a synonym Editing the details for a synonym Activating a synonym Deactivating a synonym Promoting a synonym Accepting a synonym Rejecting a synonym Masking a synonym Unmasking a synonym Stopword lists and stopwords About stopword lists Creating a stopword list Adding a stopword to a stopword list Deleting a stopword list Copying a stopword list Renaming a stopword list Activating a stopword list Deactivating a stopword list About stopwords Activating a stopword Deactivating a stopword Promoting a stopword Accepting a stopword Rejecting a stopword Masking a stopword Unmasking a stopword Coding algorithms About coding algorithms Creating a coding algorithm Adding steps to a coding algorithm Removing a step from a coding algorithm Changing the order of steps in a coding algorithm Activating or deactivating a coding algorithm Deleting a coding algorithm Coding definitions and auto-suggestions About coding definitions Creating a coding definition Editing a coding definition Deleting a coding definition About auto-suggestions Creating an auto-suggestion Enabling the auto-suggestion feature Deleting an auto-suggestion Assignment rules About assignment rules Creating an assignment rule Editing an assignment rule Changing the order in which assignment rules run Deleting an assignment rule Dictionary element configuration About configuring dictionary elements Configuring autocode targets Configuring elements in the request list pages Configuring elements in the coding browser Configuring elements returned with a coding match About resetting dictionary elements Resetting elements for a coding definition Ongoing management About jobs and job logs Viewing the job log Deleting a job Stopping a job About managing coding requests Viewing the details of a coding request Editing the work team assignment for a coding request Viewing the details of an unassigned coding request Running assignment rules on unassigned requests Resending an undeliverable request Resending all undeliverable requests Error messages for undeliverable requests About system locks Viewing locked objects and revoking a lock About coding request and audit data deletion Configuring the deletion of coded requests and audit data Deleting coded requests and audit data for an assignment rule About the Audit History Report Producing the Audit History report About dictionary information Viewing the details for an installed dictionary Browsing the dictionary hierarchy Impact analysis About impact analysis Checklist�Configuring your system to work with impact analysis Setting impact analysis parameters Setting the dictionary elements to require reconciliation Setting the default reconciliation options for verbatims Comparing dictionary versions Running a dictionary version comparison Exporting a dictionary version comparison Deleting a dictionary version comparison Rerunning a dictionary version comparison Performing impact analysis Association methods Running impact analysis Canceling impact analysis Performing optional analysis tasks Checklist�Performing optional analysis tasks Synonym list upgrade management Upgrading a synonym list Viewing the status of a synonym list upgrade Canceling a synonym list upgrade Rerunning a synonym list upgrade Synonym reconciliation management Reconciling a synonym Saving synonym changes to the database Running the Synonym Reconciliation Report Coding definition upgrade management Upgrading a coding definition Verbatim reconciliation management Reconciling a verbatim Saving verbatim changes to the database Performing post-analysis tasks Checklist�Performing post-impact analysis tasks Running the Impact Analysis Report Exporting impact analysis data Rerunning impact analysis Adapters�InForm integration only About adapters Adding an adapter Editing adapter information Deleting an adapter Study information�InForm integration only About study information Adding a study from the InForm application Editing study information Resetting the InForm Adapter bookmark Study locks management Locking and unlocking a study Decommissioning a study Study deletion management Deleting only study information Deleting study information and associated data About study groups Creating a study group Modifying a study group Deleting a study group Adding a study to a study group Job schedules�InForm integration only About job schedules Checklist: Configuring your system to work with job schedules Creating a job schedule for an adapter Clearing a job schedule for an adapter Adding a study to a job schedule Removing a study from a job schedule About nonscheduled jobs Running a nonscheduled job for a study Queries�InForm integration only About queries in InForm Checklist: Configuring your system to work with queries Required rights for working with queries Setting system configuration options for queries Standard query reasons Adding a standard reason for a query action Closing a query About auto queries Checklist: Configuring your system to work with auto queries Setting system configuration options for auto queries Auto query list Removing a verbatim from the auto query list Page-level help reference Adapters page [Algorithm Name] page Algorithms page All Requests page Approvals page Approve Query dialog box Assign Rights to Role: [Role Name] dialog box Assign Users to Work Team: [Work Team Name] dialog box Assignment Rules page Auto Query List page Auto Suggestions page Change Password dialog box Choose Source and Target Coding Definitions dialog box Close Query dialog box Coding Browser dialog box [Coding Definition Name] dialog box Coding Definitions page Coding Flags page Coding Requests page Compare Coding Results dialog box Create Query dialog box Delete Query dialog box Dictionaries page Dictionary Changes page [Dictionary Name] page Dictionary Selection dialog box Element Configuration page Force Close Query dialog box In Process page Locks page My Profile dialog box New Adapter/[Adapter Name] page [New Algorithm] page [New Assignment Rule]/[Assignment Rule Name] page [New Role]/Role Details page New Study Information page/[Study Name] Study Information page�Edit [New Synonym] page [New Synonym List] page [New Synonym List] copied from [Synonym List Name] page [New Stopword List] page [New Stopword List] copied from [Stopword List Name] page [New User]/[User Name] page [New Work Team]/Work Team Details page Path Changes page Produce Report/View Report Request dialog box Queries page Query History page Query Standard Reason List page Reason for change/Recode reason/Disapprove reason dialog box Reconcile Synonyms page Reconcile Verbatims page Reconciliation Options page Reissue Query dialog box Report Requests page Request Details page Roles page Schedule [Adapter Name] Job�Advanced page Schedule [Adapter Name] Job�Basic page [Stopword List Name] page�Edit [Stopword List Name] page�Manage stopwords Stopword Lists page Study Group Detail page Study Group List page Study Information page [Synonym List Name] page�Edit [Synonym List Name] page�Manage synonyms Synonym Lists page [Synonym Name] page System Configuration page Term Changes page Unassigned Requests page Upgrade Coding Definition dialog box Upgrade Synonym List dialog box Upgrade Synonym List In Process page Users page View Full Coding dialog box View Job Log/Update Codes [Coding Definition Name] page View Medicinal Product Information dialog box View Path Changes Detail dialog box Work Teams page Default roles and rights Default roles Default rights Verifying and updating codes About the Verify Codes report Generating the Verify Codes report Viewing the Verify Codes report Viewing the Verify and Update job log