Customizing the Oracle Clinical Log-in Window Layout

Oracle Clinical data entry operators use the log-in and data entry windows to enter and display the patient data defined by Study DCMs and DCIs (see Oracle Clinical Creating a Study). (Once entered, patient data, or documents, are called received DCIs (RDCIs) and received DCMs (RDCMs).) The appearance of these windows can be modified by the log-in layout editor tool to resemble the received DCI and DCM header information that appears on the CRF. You can change the header information field prompts, change the field sequences, or even hide fields after supplying them with default values.

For more information, see:

• Using the Log-in Layout Editor
  
• Modifying the Received DCI Window
  
• Modifying the Received DCM Window
  
• Modifying the Smart Received DCM Window
  

Using the Log-in Layout Editor

The header information in CRFs is captured in the received DCI and received DCM windows. The Log-in Layout Editor allows you to match online screens with header information on the paper CRF that you may use for source data entry.

The log-in layout editor is a different tool from the DCM layout editor. You use the log-in layout editor to match the online Log-In windows with common CRF header information. You can change the header information field prompts, change the sequence of the fields, or hide fields that have default values.

Customizing the Oracle Clinical Log-in Window Layout describes the log-in layout editor. Use the DCM layout editor to modify the appearance of the Data Entry windows (see "Laying out the data entry screen" in the Oracle Clinical Creating a Study).

The log-in layout editor can modify the following windows:

• Received DCI (RDCI) window

• Received DCM (RDCM) window

• Smart Received DCM (Smart RDCM) window

During log-in and data entry, the Received DCI window is the first screen that the system presents to a data entry operator. In all modes, under normal navigation, the window displayed immediately after the Received DCI window is the Smart RDCM window. This window displays underneath the Received DCI window and shows only the received DCM information required for context. To view all received DCM information, the user must navigate to the Received DCM window by invoking the function [RDCM].

To access the Log-in Layout Editor, navigate to Admin, the DE Admin, and Log-in Layout Editor. The RDCI window displays. Note the drop-down list field in the bottom-left corner of your screen. Use this window selection field to navigate between the windows. When you click on the arrow to the right of the drop-down list field, the names of all the windows are displayed. To change to another window, select it from the drop-down list. If you have changes pending when you attempt to change to another window, you are prompted to save your changes, or you can discard them.

Modifying the Received DCI Window

To modify the Received DCI window, select RDCI window from the drop-down list. The Received DCI window displays, showing all the received DCIs fields and their default prompts.

When you click on a field or on its prompt, the following information about the field or prompt is displayed to the right of the window selection window:

• The prompt or field name (depending on whether you clicked on the field or on its prompt),

• The X and Y coordinates for the field or prompt, and

• The length of the prompt or field.

These fields are display-only and cannot be updated.

You can change the length of a prompt or of a field by clicking on the prompt or on the field and then clicking on the Increase Width or Decrease Width buttons, which increase or decrease the length of the prompt or the field.

You can change the screen position of the field and its prompt by clicking on the prompt, selecting the Move button and entering new values for the X and Y co-ordinates. The field follows the prompt. If you click on field itself, select the Move button and enter new values for the X and Y co-ordinates, it moves separately from the prompt.

You can modify the prompt text by clicking on the prompt and then editing the text.

In the RDCI window, you are limited to six lines of vertical screen space, and 80 characters of horizontal space. In the data entry form, the window will only display the height of the screen occupied by fields or their prompts. For example, if you configure the RDCI window in the log-in layout editor such that you have fields and prompts on only the first four lines, only those four lines are displayed at data entry time, leaving more room for the data entry fields.

You can hide certain fields by clicking either the prompt or the field and then selecting the Hide button. This moves the prompt and field to the Items Not Displayed section of the form. This field is not visible to the data entry operator during normal data entry functioning. The following fields must be displayed: Patient, DCI Short Name, DCI Date, DCI Time, Event, Subevent number.

To make a field displayed again, select either the prompt or the field in the Items Not Displayed section of the form, select the Display button and enter values for the new X and Y co-ordinates of the prompt or field depending on which was selected. This moves both the prompt and the field

You can make a field non-updateable by the data entry operator by double-clicking on the field. When a field has been made non-updatable, it is displayed in red in the RDCI window. You can make it updateable by double-clicking on the field again.

Save pending changes by selecting Save. To discard changes that you have made but have not yet saved, you can select Revert, which rolls back your changes to your last save. To close the form, select Exit.

To edit the layout of another window, click the arrow to the right of the Window Selection drop-down list field, and then select the window whose layout you next want to edit. If you have pending changes when you try to change windows, you are prompted to save your changes.

Modifying the Received DCM Window

The RDCM window is displayed to the data entry operator when the [RDCM] function is invoked.

To modify the RDCM window, select RDCM Window from the window selection drop-down list. You can modify the information that is displayed for the received DCM in the RDCM window in the same way that you modified the information in the RDCI window. All navigation and other behavior is identical. The only difference is that for RDCMs, you have twelve lines to work with vertically, rather than the six lines allotted to RDCIs. The horizontal restriction remains 80 characters for rdcms, the same as for RDCIs.

Modifying the Smart Received DCM Window

In all log-in and data entry modes, the Received DCI window is the first window the data entry operator sees. This window may be used to capture RDCI information in Log-In modes, or it may be used only to display RDCI information, as in the data entry modes.

Additional RDCM-level information may need to be captured, or displayed for context. For this purpose during log-in and data entry, instead of the entire RDCM window, the Smart Received DCM window is displayed underneath the Received DCI window. The Smart RDCM window contains only those RDCM fields that may require user input, or that provide minimal context for the user. In addition, page fields are displayed to indicate which RDCM of the parent RDCI is currently being displayed. Full RDCM information is available to the data entry operator by invoking the [RDCM] function.

To modify the Smart RDCM window, choose it in Window Selection drop-down list field. The Smart RDCM window is displayed.

The following fields are displayed in the Smart RDCM window:

• Qualifying Value

• Clinical Planned Event Name

• Subevent Number

• Visit Number

• DCM Date

• DCM Time

• Lab Name

Because of the unique character of the Smart RDCM window, there are limitations on the changes that you can make to the fields in this window, as follows:

• You cannot change any characteristics of the Qualifying Value field.

• You cannot change the position of any of the fields.

• You cannot choose not to display one of the fields.

For Smart RDCM window fields other than the Qualifying Value, you can change only the field prompt.

After you save your changes, the next time that a data entry operator performs a log-in function in that study, the changes that you made will be visible.