4 Use filters to find data and discrepancies

This section has information on the complex filters available in the Listings pages and in the old Discrepancies page under Data Review. Simple filters are available in the new Discrepancies page that you reach by going directly to Discrepancies from the Data Management icon.

Tip:

By default, no cancelled or closed discrepancies are displayed when you apply any discrepancy filter. To see cancelled or closed discrepancies, use a Discrepancy States and Tags filter.

Show me how!

• Create a new filter
  
• Use or modify existing filters
  
• Delete a filter
  
• Create a public filter
  
• Use filter groups
  
• Filter Types
  
• FAQs
  

Create a new filter

1. Click the Data Management icon at the top of any page.
2. Click Data Review.
3. Do one:

   • Stay in the Listings page to view data and create discrepancies.

   • Click the Discrepancies tab to view and act on discrepancies.

4. Select the Filter option:

   • On the Discrepancies page, click the Filter icon.

   • On the Listings page, select Filter from the Filter drop-down list.

5. Look for the type of filter you want to use. Use the scroll bar.
6. Click the Add icon for the filter type.
7. Fill in the fields. Use online help for information about the different filter types or see Filter Types.
8. To save the filter for future use, enter a name.
9. Click OK.
10. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
11. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
12. Click OK.

    Tip:

    You can use multiple filters at the same time by creating or selecting them here. You can also save them as a Filter Group.

Use or modify existing filters

1. Click the Data Management icon at the top of any page.
2. Click Data Review.
3. Do one:

   • Stay in the Listings page to view data and create discrepancies.

   • Click the Discrepancies tab to view and act on discrepancies.

4. Select the Filter option:

   • On the Discrepancies page, click the Filter icon.

   • On the Listings page, select Filter from the Filter drop-down list.

5. Look for the type of filter you want to use. Use the scroll bar.
6. Select an existing filter from the drop-down list for the filter type.

   Tip:

   To see more filters, select Show Filters Shared by Others at the top of the window.

7. To modify or view the filter values, click the Modify icon.

   Edit the values as needed. Use online help for information about the different filter types or see "Filter Types".

8. To save your edits for future use, enter a different name.

   Filter names must be unique across all private, shared, and public filters that you can see in a particular study or, for Discrepancies filters, across all studies.

9. Click OK.
10. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
11. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
12. Click OK. The system applies the filter.

    Tip:

    You can use multiple filters at the same time by creating or selecting them here. You can also save them as a Filter Group.

Delete a filter

To delete a filter, select it from the drop-down list and click the Delete icon.

You can delete filters you created. You cannot delete a filter if it is part of a filter group. Delete it from the group first.

Create a public filter

If you have special privileges, you can make a filter public. Data reviewers can:

• Use any public filter.

• Change public filter values temporarily.

• Change public filter values and save them using a different name.

1. Create a new filter. Give the filter a name and save by clicking OK.
2. In the main Filter window, select Public from the drop-down to the right of the filter name.

Use filter groups

Filter groups apply multiple filters at the same time.

• Create or modify a filter group
  
• Apply an existing filter group
  
• Filter group example
  

Create or modify a filter group

1. Click the Data Management icon at the top of any page.
2. Click Data Review.
3. Do one:

   • Stay in the Listings page to view data and create discrepancies.

   • Click the Discrepancies tab to view and act on discrepancies.

4. Select the Filter option:

   • On the Discrepancies page, click the Filter icon.

   • On the Listings page, select Filter from the Filter drop-down list.

5. In the Filter Group area:

   • To create a new filter group, click the Filter Group Add icon.

   • To create a new group based on an existing group, select the group from the list and click the Filter Group Modify icon.

   • To modify an existing group, select the group from the list and click the Filter Group Modify icon.

     Tip:

     To find a filter group, select Search at the bottom of the Filter Group list. Enter part or all of the name with the wild card % and/or enter the class (Public, Private, or Shared). Click Search.

     The select the filter group from the list and click OK.

6. Select filters from the drop-down list of their filter type.
7. Select Keep Active for the filters that you want to remain active if you leave the page or change clinical data models.
8. Enter a Name and Description to create a new group. Leave as is to modify a group.
9. If you are creating a new group based on an existing group, select Save As Copy.

   Tip:

   Leave Save As Copy unselected if you are modifying an existing group.

10. Click OK.
11. To allow other people to use the filter group, select Shared from the drop-down to the right of the filter group name.
12. Click OK to apply the filters.

Apply an existing filter group

1. Click the Data Management icon at the top of any page.
2. Click Data Review.
3. Do one:

   • Stay in the Listings page to view data and create discrepancies.

   • Click the Discrepancies tab to view and act on discrepancies.

4. Select the Filter option:

   • On the Discrepancies page, click the Filter icon.

   • On the Listings page, select Filter from the Filter drop-down list.

5. Select the group from the Filter Group list at the bottom of the Filter window.
6. Click OK.

Filter group example

A filter group could contain the following four filters:

• A shared Subjects filter named BOSTON HOSPITAL that filters for subjects at the Boston Hospital site.

• A private Visits filter named CYCLE A that filters for records collected in visits that are part of Cycle A.

• A public Discrepancy Categories filter called INFORM that filters for discrepancies on data that originated in InForm.

• A private Discrepancy State Dates filter called LATEST that filters for records whose discrepancy state changed between specific dates. You need to update the dates each time you use the filter.

These filters are applied to the data at the same time, so that the system displays only data that satisfies the criteria for all filters.

If all filters are set to Keep Active, as long as you stay in the current study and lifecycle stage, the filters apply, if possible. If you view data in a table that does not have a column required for the filter—such as a Visit column or Site column in this example—the system ignores that filter.

Filter Types

• Subject filter
  
• Visit filter
  
• Subject Visit Flags filter
  
• Visit Day filter
  
• Visit Date filter
  
• Record Flags filter
  
• Data Change Date filter
  
• Discrepancy Category filter
  
• Discrepancy Change Dates filter
  
• Discrepancy State Dates filter
  
• Discrepancy States and Tags filter
  
• Discrepancy User filter
  
• Discrepancy Origin filter
  
• Models and Tables filter
  
• Data Source filter
  
• Copy a custom listing
  

Subject filter

Filter records based on characteristics of subjects, including their country, site, investigator, or ID.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. In the Subjects row, click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Filter Driver Data Model: Select a model from the list.

   Tip:

   Use the same model as the filter driver in all filters for the same study.

   Filters using different driver models cannot work at the same time.

4. Filter Type: Select one:

   • Countries

   • Sites

   • Site IDs

   • Investigator Names

   • Investigator IDs

   • Subject IDs

   • Unique Subject IDs (ID unique across studies)

   Tip:

   Enter a value above any column to filter the rows displayed.

   Note:

   If the Subject Visit table in the filter driver data model does not have a column mapped to the SDTM identifier for Country, Site, Site ID, Investigator Name, Investigator ID, Subject ID, or Unique Subject ID, the column is not displayed.

5. Select one or more rows to be the filter criteria.
6. Check Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display the records that satisfy the criteria.
7. Filter Availability:

   • Study Level makes the filter available in all data models in the current study and lifecycle.

   • Data Model Level makes the filter available only in the current data model and lifecycle.

8. Filter Name: To save the filter for use in another session, that is, after you log out or change to a different study, enter a name.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

9. Description: Enter additional text to help you and other users know what this filter does.
10. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
11. Click OK.
12. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
13. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
14. Click OK in the main Filters window.

Visit filter

To filter for a single visit:

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. In the Visits row, click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Filter Driver Data Model: Select a model from the list.

   Tip:

   Use the same model as the filter driver in all filters for the same study.

   Filters using different driver models cannot work at the same time.

4. Filter Type: Select one of the following:

   • Visit Cycle

   • Visit Number

   • Visit Name

5. Select a row to be the filter value.

   Tip:

   Enter part of a value above any of the columns to filter the choices displayed. For example, type the name of a visit cycle to see only visits in that cycle.

6. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
7. Filter Availability:

   • Study Level makes the filter available in all data models in the current study and lifecycle.

   • Data Model Level makes the filter available only in the current data model and lifecycle.

8. Filter Name: To save the filter for use in another session, that is, after you log out or change to a different study, enter a name.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

9. Description: Enter additional text to help you and other users know if this filter meets their needs.
10. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
11. Click OK.
12. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
13. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
14. Click OK in the main Filters window.

Subject Visit Flags filter

On the Listings page, use this filter to find records with particular Subject Visit flag values assigned. As you browse data in different models and tables, if the current table does not have a Visit column, the system ignores this filter.

On the Discrepancies page, use this filter to find discrepancies whose underlying data have particular Subject Visit flag values assigned.

Note:

If the data is in a table that is not a Subject Visit table, use the Record Flags filter under Data.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. In the Flags row, click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Filter Driver Data Model: Select a model from the list.

   Tip:

   Use the same model as the filter driver in all filters for the same study.

   Filters using different driver models cannot work at the same time.

4. Select whether you want to retrieve data that meet Any or All conditions.
5. The system lists all flags and flag states. You can enter part or all of a flag or flag state name above the column to filter. For each flag state:

   • Select Include to find records with the flag state applied.

   • Select Exclude to find records that do not have the flag state applied.

   • If you select neither Include nor Exclude, the flag state is not included in the filter criteria at all.

6. Filter Availability is Study. Saved filters of this type are available for use only in the current study and lifecycle.
7. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

8. Description: Enter additional text to help you and other users know if this filter meets their needs.
9. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
10. Click OK.
11. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
12. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
13. Click OK in the main Filters window.

Visit Day filter

To create a filter based on the visit day number in the study design:

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. In the Visit Day row, click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. In the Condition drop-down, select an operator: <, <=, <>, =, >, >=, Between, Is Not Null (has any value), and Is Null (has no value).

   The system displays 0, 1, or 2 fields depending on which operator you select. Enter visit day numbers as required.

4. Filter Driver Data Model: Select the clinical data model that contains the Subject Visit table that you want the filtering logic to use. This does not restrict you to using the filter only in that model.

   As you browse data in different models and tables, if the current table does not have a Visit column, the system ignores this filter.

5. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
6. Filter Availability is Study Level; filters of this type are available in all data models in the current study and lifecycle.
7. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

8. Description: Enter additional text to help you and other users know if this filter meets their needs.
9. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
10. Click OK.
11. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
12. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
13. Click OK in the main Filters window.

Visit Date filter

To create a filter based on the actual visit date:

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. In the Visit Date row, click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. In the Condition drop-down, select an operator : <, <=, <>, =, >, >=, Between, Is Not Null (has any value), and Is Null (has no value).

   The system displays 0, 1, or 2 date fields depending on which operator you select. Enter values as required.

4. Filter Driver Data Model: Select the clinical data model that contains the Subject Visit table that you want the filtering logic to use. This does not restrict you to using the filter only in that model.

   As you browse data in different models and tables, if the current table does not have a Visit column, the system ignores this filter.

5. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
6. Filter Availability is Study Level; filters of this type are available in all data models in the current study and lifecycle.
7. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

8. Description: Enter additional text to help you and other users know if this filter meets their needs.
9. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
10. Click OK.
11. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
12. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
13. Click OK in the main Filters window.

Record Flags filter

On the Listings page, use this filter to find records with particular Record flag states, or values, assigned.

On the Discrepancies page, use this filter to find discrepancies whose underlying data have particular Record flag states assigned.

Note:

If the data is in a Subject Visit table, use the Subject Visit Flags filter filter under Visits.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. In the Record Flags row, click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Select whether you want to retrieve data that meet Any or All conditions.
4. The system lists all flags and flag states, or values. You can enter part or all of a flag or flag state name above the column to filter. For each flag state:

   • Select Include to find records with the flag state applied.

   • Select Exclude to find records that do not have the flag state applied.

   • If you select neither Include nor Exclude, the flag state is not included in the filter criteria at all.

5. Filter Availability is All Studies. Saved filters of this type are available for use in all studies in the current lifecycle.
6. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

7. Description: Enter additional text to help you and other users know if this filter meets their needs.
8. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
9. Click OK.
10. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
11. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
12. Click OK in the main Filters window.

Data Change Date filter

The Data Change Date filter displays records whose most recent update occurred during the time period specified.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Data/Change Dates row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. In the Condition drop-down, select an operator to be used to select the dates. The options are: <, <=, <>, =, >, >=, Between, Is Not Null (has any value), and Is Null (has no value).

   Note:

   Selecting Is Not Null retrieves all records; there is always a value for last-changed-date. If the record has not been updated, it is the same as the creation date.

   The system displays 0, 1, or 2 date fields depending on which operator you select. Enter values as required.

4. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
5. Filter Availability is Study Level; filters of this type are available in all data models in the current study and lifecycle.
6. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

7. Description: Enter additional text to help you and other users know if this filter meets their needs.
8. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
9. Click OK.
10. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
11. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
12. Click OK in the main Filters window.

Discrepancy Category filter

The Discrepancy Category filter displays only records that have one or more discrepancies of the categories specified.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Category row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. In the Discrepancy Categories drop-down, select one or more categories to be used to filter, or click All and then deselect categories.
4. Check Include *(No Category)* include or exclude discrepancies with no assigned category.
5. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
6. Filter Availability is All Studies. Saved filters of this type are available for use in all studies in the current lifecycle.
7. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

8. Description: Enter additional text to help you and other users know if this filter meets their needs.
9. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
10. Click OK.
11. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
12. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
13. Click OK in the main Filters window.

Discrepancy Change Dates filter

The Discrepancy Change Dates filter displays records that have one or more discrepancies whose most recent update occurred during the time period specified. To create a Discrepancy Change Dates filter:

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Discrepancies/Change Dates row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. In the Condition drop-down, select an operator: <, <=, <>, =, >, >=, Between, Is Not Null (has any value), and Is Null (has no value).

   Note:

   Selecting Is Not Null retrieves all records; there is always a value for last-changed-date. If the record has not been updated, it is the same as the creation date.

   The system displays 0, 1, or 2 date fields depending on which operator you select. Enter values as required.

4. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
5. Filter Availability is All Studies. Saved filters of this type are available for use in all studies in the current lifecycle.
6. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

7. Description: Enter additional text to help you and other users know if this filter meets their needs.
8. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
9. Click OK.
10. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
11. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
12. Click OK in the main Filters window.

Discrepancy State Dates filter

The Discrepancy State Date filter displays only records that have one or more discrepancies whose most recent state change occurred during the time period specified.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Discrepancies/State Dates row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. In the Condition drop-down, select an operator : <, <=, <>, =, >, >=, Between, Is Not Null (has any value), and Is Null (has no value).

   Note:

   Selecting Is Not Null retrieves all records; there is always a value for last-changed-date. If the record has not been updated, it is the same as the creation date.

   The system displays 0, 1, or 2 date fields depending on which operator you select. Enter values as required.

4. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
5. Filter Availability is All Studies. Saved filters of this type are available for use in all studies in the current lifecycle.
6. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

7. Description: Enter additional text to help you and other users know if this filter meets their needs.
8. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
9. Click OK.
10. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
11. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
12. Click OK in the main Filters window.

Discrepancy States and Tags filter

Use this filter to find discrepancies in a particular state, with or without a substate (tag).

• In the Listings page, the filter finds records with discrepancies that meet the criteria.

• In the Discrepancies page, the filter finds discrepancies that meet the criteria.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Discrepancies/States and Tags row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Discrepancy State and Tag. The list includes all discrepancy states followed by all possible substates, or tags, for each state. Each state—for example, Open or Candidate—is also displayed without any tags. Selecting that option finds discrepancies with that state and no tags. To filter for all discrepancies in a state, regardless of tag, select all state/tag combinations for the state.

   Tip:

   By default, no cancelled or closed discrepancies are displayed when you apply any discrepancy filter. To see cancelled or closed discrepancies, select the state explicitly.

4. Reopened. Select Yes to view reopened discrepancies only; No to view discrepancies that are not currently reopened; or All to see discrepancies without regard to whether they are reopened or not.
5. Data Changed. Select Yes to view discrepancies whose underlying data has been updated since the discrepancy was created; No to view discrepancies whose data has not changed since the discrepancy were created; or All to see discrepancies without regard to whether their data has changed.
6. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
7. Filter Availability is All Studies. Saved filters of this type are available for use in all studies in the current lifecycle.
8. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

9. Description: Enter additional text to help you and other users know if this filter meets their needs.
10. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
11. Click OK.
12. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
13. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
14. Click OK in the main Filters window.

Discrepancy User filter

Use this filter to retrieve discrepancies by the person who created or most recently modified a discrepancy.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Discrepancies/User row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Filter Type. Select the way you want to search:

   • Created By

   • Modified By

4. The system displays all DMW users, with their user name, full name as entered in the system, and any external systems such as InForm or TMS that they also use. You can enter part or all of any of these values above the column to filter.
5. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
6. Filter Availability is All Studies. Saved filters of this type are available for use in all studies in the current lifecycle.
7. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

8. Description: Enter additional text to help you and other users know if this filter meets their needs.
9. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
10. Click OK.
11. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
12. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
13. Click OK in the main Filters window.

Discrepancy Origin filter

Use this filter to retrieve discrepancies by the way they were created.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Discrepancies/Origin row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Discrepancy Origins. Select one or more to search for:

   • All returns all discrepancies, regardless of origin.

   • InForm returns discrepancies created as queries in InForm.

   • Manual returns discrepancies created manually in DMW.

   • TMS returns discrepancies created as omissions in coding system Oracle Thesaurus Management System (TMS).

   • Validation Check returns discrepancies created by validation checks in DMW.

4. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
5. Filter Availability is All Studies. Saved filters of this type are available for use in all studies in the current lifecycle.
6. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

7. Description: Enter additional text to help you and other users know if this filter meets their needs.
8. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
9. Click OK.
10. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
11. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
12. Click OK in the main Filters window.

Models and Tables filter

Use this filter to retrieve discrepancies by the table or data model against which they were originally raised.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Models and Tables row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Filter Type. Select the structure you want to search:

   • Model The system lists the models in the current study.

   • Table The system lists the models and tables in the current study.

4. Select one or more models or tables. You can enter part or all of a model or table name above the column to filter.
5. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
   • Filter Availability is Study. Saved filters of this type are available for use only in the current study.
   • Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

     Note:

     Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

   • Description: Enter additional text to help you and other users know if this filter meets their needs.
   • Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
6. Click OK.
7. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
8. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
9. Click OK in the main Filters window.

Data Source filter

Use this filter to retrieve discrepancies by their original data source or data source type—for example, a lab or InForm.

1. Select the Filter option on the Listings or Discrepancies page under Data Management.
2. Scroll to the Data Sources row and click the Add icon or select a filter from the drop-down list and click the Modify icon.
3. Filter Type. Select the way you want to search:

   • Datasource The system lists InForm and all labs used in the current study.

   • Datasource Type The system lists Labs (for all labs used in the current study), InForm, and Unknown.

4. Select the data source or type to search. You can enter part or all of a model or table name above the column to filter.
5. Select Exclude Based On Criteria to filter out records that satisfy the criteria. Leave unchecked to display records that do satisfy the criteria.
6. Filter Availability is All Studies. Saved filters of this type are available for use in all studies in the current lifecycle.
7. Filter Name: Enter a descriptive name for the filter to save it to use in another session; that is, after you log out or work in a different study.

   Tip:

   Filter names must be unique across all the private, shared, and public filters that you can see in the current study and lifecycle.

8. Description: Enter additional text to help you and other users know if this filter meets their needs.
9. Save As Copy. If you are modifying an existing filter, select this box to save your filter with a different name, leaving the original unchanged.
10. Click OK.
11. Select Keep Active to keep the filter in effect if you navigate between the Listings and Discrepancies pages or change clinical data models.
12. To allow other people to use a saved filter, select Shared from the drop-down to the right of the filter name.
13. Click OK in the main Filters window.

Copy a custom listing

1. Click the Data Management icon at the top of any page.
2. Make sure the Discrepancies tab is open.
3. Select Custom Listings at the bottom of the left pane.
4. Click the More Actions icon, then click Copy Custom Listings.
5. Select a project (or other study grouping).
6. Select a model.
7. Select one or more custom listings within the model.
8. Click OK. The system searches the current model for the tables and columns that the selected custom listings read from.

   • If the tables or columns do not exist, the Copy operation fails with an error message.

   • If they exist but are marked Not Used in the transformation that writes to the model, the system copies the listings as disabled.

FAQs

• How do I find...?

• How do data filters work on the Discrepancies page?

• What does the star mean?

• How do I know if any filters are applied?

• How can I tell which filters are applied?

• How do I turn filters off?

• Why can't I make my filters public?

• How do I find...?
  
• How do data filters work on the Discrepancies page?
  
• What does the star mean?
  
• How do I know if any filters are applied?
  
• How can I tell which filters are applied?
  
• How do I turn filters off?
  
• Why can't I make my filters public?
  

How do I find...?

• Discrepancies created or modified before or after a particular date? Create a Discrepancy State Dates filter.

• All Open or Candidate discrepancies? Create a Discrepancy States and Tags filter.

• Discrepancies on the same subject, site, investigator, or country? Create a Subject filter.

• Discrepancies on data from the same lab? Create a Data Source filter.

• Discrepancies assigned to my role for review? Create a Discrepancy States and Tags filter.

• Discrepancies created by the same validation check? Create a Discrepancy Origin filter or go to Validation Check Listings in the Listings page.

• Discrepancies from the same visit? Create a Visit filter.

• Closed and cancelled discrepancies? Create a Discrepancy States and Tags filter.

• Discrepancies I created? Create a Discrepancy User filter.

Other types of filters: Subject Visit Flags filter, Visit Day filter, Visit Date filter, Record Flags filter, Data Change Date filter, Discrepancy Change Dates filter,Models and Tables filter, Discrepancy Category filter.

When a filter is applied, the message "Filters On" appears. To see which filters are currently applied, click the Current Filters icon. To remove all current filters, click the Filter Off icon. To selectively turn off, turn on, or modify filters, click the Filter icon. See Use filters to find data and discrepancies

How do data filters work on the Discrepancies page?

When you go to the Discrepancies page from the Listings page with Keep Active selected for your filters, the system continues to apply the same filters, except:

• Data Change Dates filters are ignored.

• If any of the current Subject or Visit filters applies only to a specific data model, the system displays only discrepancies in that model.

• If different Subject and Visit filters have different driver data models and they are applied at the same time, the system ignores all Subject and Visit filters.

A message appears when any of these situations occur.

What does the star mean?

If you apply a discrepancy filter in a Listings page, records with discrepancies that meet the filter criteria have a star icon.

How do I know if any filters are applied?

• In the Listings page, the Filter drop-down is displayed as blue and says "Filter On":

• In the Discrepancies page, "Filters On" is displayed in blue:

How can I tell which filters are applied?

• In the Listings page, select Current Filters from the Filter: ON drop-down.

• In the Discrepancies page, click the Current Filters icon.

The Current Filters window lists the filters currently applied, with the following information:

• Filter The name or, if it has no name, TEMPORARY_FILTER.

• Filter Type

• Class

  • Private: You created the filter.

  • Shared: Someone created the filter and shared it.

  • Public: Official filter that is always available.

How do I turn filters off?

• In the Listings page:

  • To turn all filters off, select Clear Filters from the Filter: ON drop-down.

  • To clear selected filters, select the Filters icon from the Filter: ON drop-down.

• In the Discrepancies page:

  • To turn all filters off, click the Clear Filters icon.

  • To clear selected filters, click the Filters icon

Why can't I make my filters public?

Special privileges are required.