4 Use filters to find data and discrepancies

This section has information on the standard (quick) and advanced filters available in the Listings pages and in the Discrepancies page. Quick filters include a list of fields where you can enter data or select options from a drop-down list. Advanced filters include numerous categories with operators for you to build a filter formula from a list of drop-down options (depending on the criteria and operators you use). You can use the quick and advanced filters together, if necessary.

Tip:

By default, you cannot view canceled or closed discrepancies unless you use the Discrepancy State field in the filter. For more details, see Create a new filter.

For more details, see this video:

This section contains the following topics:

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

Create a new filter

1. After you select a study, click Data Management in the navigation bar.

   Note:

   For details on selecting a study, see Select a study.
2. Do one of the following:

   • Select Listings from the drop-down menu to open the listings page. Expand a default, custom, or VC listing, expand a data model, and select a listing. Then click the Filters tab from the left panel.

   • Select Discrepancies from the drop-down menu to open the discrepancies for the study you selected. The filter panel appears on the left.

3. In the left panel, do one or more of the following:
   • Click Advanced Filters to open a text box. Click inside the box to open a drop-down menu, select a filter item and start building your formula using the appropriate operators. The criteria you select determines what additional items you can access. See Advanced Filters for more information.
   • Click in one or more of the following fields to enter or select the quick filter criteria you want to use (with or without an advanced filter formula). Use the scroll bar to see all your choices:
     1. Model: Lists the models in the study (only shown through Discrepancies page).
     2. Listing: Lists the listings for the model you selected (only shown through Discrepancies page).
     3. Country: Lists the countries of the study or listing (depending if you accessed the filters from Listings or Discrepancies).
     4. Site: Lists the location of where the study or listing was done.
     5. Subject: Lists the available subject IDs.
     6. Visit: Lists the available names of visits.
     7. Discrepancy State: Lists the available discrepancy states. You can select Answered, Cancelled, Candidate, Closed, Open.

        Tip:

        By default, you cannot see cancelled or closed discrepancies. You must apply the Discrepancy State of Cancelled or Closed to see them.

     8. Discrepancy Tag: Lists the available discrepancy tags (for example, ClosedWithAnswer, NeedsDMReview, ClosedAsIs).

   Note:

   If your account includes the appropriate privileges and you need to show blinded data, select Show Blinded Data and click Yes when prompted. (The system tracks the number of times you view blinded data.) If you selected a listing, saw a prompt to access blinded data, and clicked Yes, the Show Blinded Data field appears selected already. To stop showing blinded data, clear this field and click Yes when prompted.
4. If you want to keep displaying the filtered data, select Keep the Filter in effect.
5. Click Apply.
6. (Optional) To save the filter criteria for future use, click Save, name the filter, and click Save and Apply. Use a unique name across all the private, shared, and public filters that you can see in the current study and lifecycle. If you want to use this filter as a template to create a new filter, click Create New and repeat these steps.

   Note:

   To edit or delete filters, see Use or modify existing filters or Delete a filter. To make a filter public, see Create a public filter.
7. To clear the filters, click Clear. To view the data after clearing the filters or creating a new filter, click Apply.

• Advanced Filters
  

Advanced Filters

As described in Create a new filter, you can find particular records and discrepancies by creating a filter (or using a previously saved one).

The filter panel includes an Advanced Filters field that allows you to use additional filter criteria with operators to build a formula. You can use advanced filters with or without the quick filter fields.

Once you click inside the Advanced Filters field, the text box opens. Click in the text box to select a filter and start building your formula using these guidelines:

• Use the space bar to open the list of operators, categories, or linking options.

  Note:

  The operators depend on the filter you choose. For example, you may see an operator of =, != (not equal to), is empty, or is not empty with one filter category or exactly, before, after, between, is empty, or is not empty with another category. Once you select a filter, operator, and value (if required), you can use the AND or OR linking options to build on the formula.
• Use single quotes around any alpha characters you manually enter (for example, 'Boston').
• Use a comma (outside single quote if quote used) to add multiple entries or a range of numbers. For example, to show a range of 1 to 10, enter 1, 10.
• Select dates from the pop-up calendar. Click the left (<) or right (>) arrows to move backward or forward through the months. The date appears in the DD-MMM-YYYY format.
• Click to remove the advanced filter from the formula.
• Click to close the Advanced Filters text box.

The following table lists the advanced filters you can use to drill down to the data you need to access:

Table 4-1 Advanced filter options

Advanced Filter	Available Operators	Description
Discrepancy Category	=, !=, is empty, is not empty	Lists the records with the discrepancy category that you specify (for example, From InForm, TMS IN PROGRESS, QC: Manual).
Discrepancy Change Date	exactly, before, after, between, is empty, is not empty	Lists the records with the most recent discrepancy change update that occurred during the time period you specify.
Discrepancy State Change Date	exactly, before, after, between, is empty, is not empty	Lists the records with the most recent discrepancy state change update that occurred during the time period you specify.
Discrepancy Created by User	=, !=, is empty, is not empty	Lists the records with the discrepancies created by the user you specify.
Discrepancy Modified by User	=, !=, is empty, is not empty	Lists the records with the discrepancies modified by the user you specify.
Discrepancy Origin	=, !=, is empty, is not empty	Lists the records with discrepancies that originate from the application you specify (for example, InForm, TMS).
Data Source Name (for Discrepancies only)	=, !=, is empty, is not empty	Lists the records from the data source you specify (for example, InForm, Undetermined).
Data Source Type (for Discrepancies only)	=, !=, is empty, is not empty	Lists the records for the data source type you specify (for example, InForm, Unknown).
Record Level Flag	=, !=	Lists the records with the flag priority level you specify.
Subject Visit Flag	=, !=	Lists the records with the subject visti flag you specify.
Site ID	=, !=, is empty, is not empty	Lists the records with the site ID values you specify.
Investigator Name	=, !=, is empty, is not empty	Lists the records with the investigator names you specify.
Investigator ID	=, !=, is empty, is not empty	Lists the records with the investigator IDs you specify.
Unique Subject ID	=, !=, is empty, is not empty	Lists the records with the unique subject IDs you specify.
Visit Date	exactly, before, after, between, is empty, is not empty	Lists the records with the visit date you specify.
Visit Day	=, !=, >, >=, <, <=, between, is empty, is not empty	Lists records with the visit day numeric values you specify.
Visit Number	=, !=, is empty, is not empty	Lists records with the visit number values you specify.
Visit Cycle	=, !=, is empty, is not empty	Lists records with the one or more visit cycle numeric values you specify.
Data change date (for Listings only)	exactly, before, after, between, is empty, is not empty	Lists records that data that changed during the time period you specify.
Discrepancy Reopened	=	Lists records that do or do not include discrepancies that were reopened. Can specify Y (for yes) or N (for no).
Discrepancy Data Changed	=	Lists records that do or do not include discrepancies with changed data. Can specify Y (for yes) or N (for no).

Use or modify existing filters

1. After you select a study, click Data Management in the navigation bar.

   Note:

   For details on selecting a study, see Select a study.
2. Do one of the following:

   • Select Listings from the drop-down menu to open the listings page. Expand a listing, expand a data model, and select a listing. Then click the Filters tab from the left panel.

   • Select Discrepancies from the drop-down menu to open the discrepancies for the study you selected. The filter panel appears on the left.

3. In the Saved Filters field, select the filter you want to use or edit. The fields automatically populate with the criteria saved for the filter. For example, if the filter used a formula, you see it appear in the Advanced Filters field.
4. Do one of the following:
   • Click Apply to use the saved filter without changes.
   • Make any necessary changes to the fields or formula. For more details, see Create a new filter and Advanced Filters. Then click Apply.
5. If you made changes to the filter and you want to save it, click Save. When prompted, click Save and Apply. If you want to use this filter as a template to create a new filter, click Create New, enter a new filter name, select Save as Public Filter (if you want it available to others), and click Save and Apply.

   Note:

   To edit a saved filter name (or use a filter as a template and give it a new name), select the filter and click Edit Filter at the top of the left panel. Enter a new filter name, select Save as Public Filter (if you want it available to others), and click Save and Apply.

Delete a filter

To delete a filter, follow these steps:

1. After you select a study, click Data Management in the navigation bar.

   Note:

   For details on selecting a study, see Select a study.
2. Do one of the following:

   • Select Listings from the drop-down menu to open the listings page. Expand a listing, expand a data model, and select a listing. Then click the Filters tab from the left panel.

   • Select Discrepancies from the drop-down menu to open the discrepancies for the study you selected. The filter panel appears on the left.

3. In the Saved Filters field, select the filter you want to delete. The fields automatically populate with the criteria saved for the filter. For example, if the filter used a formula, you see it appear in the Advanced Filters field.
4. ClickDelete filter from the top of the Filters panel.
5. Click Remove when prompted to delete the filter.

Create a public filter

If your account includes the appropriate 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. After you select a study, click Data Management in the navigation bar.

   Note:

   For details on selecting a study, see Select a study.
2. Do one of the following:

   • Select Listings from the drop-down menu to open the listings page. Expand a listing, expand a data model, and select a listing. Then click the Filters tab from the left panel.

   • Select Discrepancies from the drop-down menu to open the discrepancies for the study you selected. The filter panel appears on the left.

3. In the Saved Filters field, select the filter you want to make public. The fields automatically populate with the criteria saved for the filter. For example, if the filter used a formula, you see it appear in the Advanced Filters field.
4. Click Edit Filter at the top of the Filter panel. Enter a new filter name, select Save as Public Filter (if you want it available to others), and click Save and Apply.

FAQs

• How do data filters work on the Discrepancies page?
  
• 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 data filters work on the Discrepancies page?

When you open the Discrepancies page from the Listings page (Discrepancies > Go to Discrepancy) and you leave the Keep the Filter in effect option selected in the Filters panel, the system continues to apply the same filters with these exceptions:

• If any of the current Subject or Visit filters only apply to a specific data model, the system only displays 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 conditions occur.

How do I know if any filters are applied?

You can determine if the Listings or Discrepancies pages use filters by looking at the Filter field at the left of the navigation bar. For example,

• If the page includes filtered data, the Filter field appears as On:

  If you select the drop-down for the field, you see the toggle switch show blue with a white circle to the right when the page uses one or more filters:

  You also see a list of any filters used, including advanced filters. For example, if you used the Site or Discrepancy State filter, you see it listed as an applied filter in the drop-down list.

• If the page does not include filtered data, the Filter field appears as Off:

  If you select the drop-down, you see the toggle switch show gray with a white circle to the left:

How can I tell which filters are applied?

To determine the current filters in use on the Listings or Discrepancies page, select the drop-down list from the Filter field on the left of the navigation bar (Filter: On). You see a list of one or more filters applied to the data (including advanced filters, if used). For example, if the data uses the Discrepancy State field, you see it listed with the state used for the filter:

Note:

If the Filter field appears as Filter: Off, the data was not filtered.

How do I turn filters off?

From the Listings or Discrepancies page, you can turn the filters off by selecting Clear from the Filters tab or panel on the left.

Why can't I make my filters public?

To make a filter public, your account needs the appropriate privileges. For more details, see Create a public filter.