Customizing Layout Definitions

This section applies to Oracle Clinical only; not RDC.

Oracle Clinical provides the Layout Definitions utility for creating different representations of the Maintain Discrepancy Database window for different user groups. You can then assign layouts to different user groups. A user group can have more than one layout, and a layout can be used by multiple user groups.

A layout definition specifies which discrepancy details appear in the Master, or upper section, of the Maintain Discrepancy Database window in multi-record view, and which appear in the Detail, or lower section. The layout also determines the display location of each discrepancy detail, relative to the others in the same section of the window.

The Master section of the Maintain Discrepancy Database window in multi-record view is displayed above all the discrepancies. The system populates the fields in the upper section with values from the discrepancy that is highlighted in the lower section. All the fields in the Master section are visible without scrolling.

Of the discrepancy details that remain in the lower section of the window, put those that are most useful at the top of the list, so that they are displayed farthest left in the window. They, too, will be visible without scrolling.

To open the Layout Definitions window, from the Admin menu, select Discrepancy Mgmt Admin, then select Layout Definitions. You can also open this form directly from the User Group Admin form by clicking the Layout Definitions button. Users can create their own temporary layout directly in the multi-record view of the Maintain Discrepancy Database window; see "Changing Discrepancy Display Layout and Filtering the Data Displayed" in Oracle Clinical Conducting a Study.

To view the definition of an existing layout, select its name in the top section, labeled "Layout."

To create a new layout:

1. Enter a name for the new Layout in the top section, labeled "Layout." If no line is available, select Data, then select Insert Record.

2. One by one, select the fields you want to move into the other section and move them, using the sideways arrows:

   • Use the Left arrow to move the selected field into the Master, or upper, section of the window in multi-record view.

     The system allows only eight fields in the Master section, specifically: Patient, Visit, Subevent Number, DCM Name, Review Status, DCF ID, CRF Page, and Investigator. To maximize the number of fields visible without scrolling, put all eight fields into the Master section.

   • Use the Right arrow to move the selected field from the Master section into the Detail, or lower, section of the window.

3. Use the Up and Down arrows to adjust the display order of the items. The topmost item in either the Master or Details list appears farthest left in the appropriate section of the Maintain Discrepancy Database window. The second item from the top appears second to the left, and so on.

   In the Details section, the display order determines which fields are visible without scrolling. The number of fields that are visible without scrolling depends on the size of the fields you select.

4. Click OK to save your changes or click Back to return without saving your changes.

Users have access to the same utility for customizing the layout of the Maintain Discrepancy Database form. For a more comprehensive description of this utility, see "Using the Maintain Discrepancy Database Window" in Oracle Clinical Conducting a Study.