Using Search Criteria During a Drill-down

When you set search criteria on certain pages in the application, RDC Onsite uses the same criteria as a context for subsequent actions as detailed below:

• All the Review pages inherit the patient selection from either the Home page or the Patient Casebooks page.
• The Patient Casebooks page inherits the patient selection from the Home page.
• The Review Discrepancies, and the Review Investigator Comments pages inherit the CRF selection from the Review CRFs page.

Note:

In a three-level drill-down, for example, from Home to Review CRFs, to Review Investigator Comments, the lowest level inherits only the CRF selection, and not the Patient selection.

For more information, see:

• About the Effects of an Inherited Patient Selection
  
• About the Effects of an Inherited CRF Selection
  
• About the Effects of an Inherited Discrepancy Status Selection
  

About the Effects of an Inherited Patient Selection

When a page inherits a patient selection from a parent page:

• The Search pane displays a selection indicator in the following format:

  number Patients Selected From page-name Page

  For example: 14 Patients Selected From Home Page

• Patient search parameters are not inherited.
• Patient search parameters appear grayed out and disabled.
• If the patient selection is inherited from the Patient Casebooks page, RDC Onsite enables CRF search parameters with which you can execute a secondary search against the selected patients.
• If the Review Discrepancies page inherits a patient selection, all search parameters are enabled. You can then execute a search against the selected patients and those CRFs that fulfill CRF search criteria, if any.

About the Effects of an Inherited CRF Selection

When a CRF selection is in effect on a page selected subsequently (child page):

• The Search pane displays a selection indicator in the following format:

  number CRFs Selected From page-name Page

  For example: 21 CRFs Selected From Review CRFs Page

• Patient and CRF search parameters are not inherited.
• Patient and CRF search parameters appear grayed out and disabled.
• On the Review Discrepancies page, discrepancy status is inherited and enabled. In subsequent queries, RDC Onsite uses discrepancy status in a sub-query against the set of selected CRFs.

About the Effects of an Inherited Discrepancy Status Selection

The discrepancy status filter is special in two ways: first, its value is inherited by a child page during a drill-down, and second, the discrepancy status appears at patient, CRF, and discrepancy levels, depending upon the page. The discrepancy status you specify on a page can be inherited at a different level, on the page you drill down to. Scenarios of the inheritance of the discrepancy status are described below:

• If you select patient discrepancy status on the Home page, and drill down to either the Patient Casebooks, or Review CRFs, or Review Investigator Comments pages, CRF discrepancy status inherits the patient discrepancy status.
• If you select patient discrepancy status on the Home page, and drill down to the Review Discrepancies page, the Discrepancy status search criteria inherits the value specified for the patient discrepancy status.
• If you select CRF discrepancy status on the Patient Casebooks page, and drill down to the Review CRFs page, the CRF discrepancy status inherits the CRF discrepancy status specified on the Patient Casebooks page, as with other CRF search values.
• If you select CRF discrepancy status on the Patient Casebooks or Review CRFs pages, and drill down to the Review Discrepancies page, the CRF discrepancy status from the parent page is inherited.
• If you select CRF discrepancy status on the Patient Casebooks or Review CRFs pages, and drill down to the Review Investigator Comments page, the CRF discrepancy status is not inherited. Instead, the CRF selection stays in effect, and all CRF search criteria are disabled.