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Custom filters

Custom filters let you choose the exact characteristics of the forms that you want to display in the Source Verification listing. You can create a custom filter by editing an existing public filter and saving it with a new name, or by creating a new filter and specifying all filter criteria.

Custom filters appear only to you in the Filter drop-down list.

Public and Custom filters are applied to the list of patient forms that are displayed as the result of your selections in the Site and Patient drop-down lists.

For example, if you select a specific site, then select a patient number 01-003, a list of forms for patient 01-003 appears in the Source Verification listing. If you then select the Not Verified public filter, the list of forms for patient 01-003 is further narrowed to list only those CRFs that meet the Not Verified criteria.

To create a custom filter:

  1. In the Filter drop-down list, do one of the following:
    • To modify an existing filter, select the filter name from the list.
    • To create a new filter, select the blank area from the list; that is, make sure that nothing is selected.
  2. To the right of the Filter drop-down list, click Edit.

    The Criteria dialog box appears. By default, all checkboxes are selected.

    • To deselect a checkbox, click in the box.
    • To deselect or select all checkboxes in a category, select or deselect the All checkbox.
  3. Select the checkboxes for the criteria that you want the filter to use. You must make at least one selection in each category.

    Note: To list all instances of a common form, select CCRF in the Visit category.

  4. To view a summary of your selections, expand the Criteria dialog box by clicking the arrow icon ( SVFilterCriteriaArrow ) that is located in the lower-right corner, above the Cancel button.
  5. To save the filter, click Save.
  6. Provide a name for the filter.

    Note: If you started with an existing filter, the name of the filter appears in the dialog box.

  7. To apply the filter without saving it, click Apply.

    After you apply the filter, the following occurs:

    • The filter is applied to the list of forms that was displayed at the time you clicked Apply.
    • Patient records that match all of your selections appear.
    • The Criteria dialog box closes.
    • The Filter drop-down list displays one of the following, depending on whether you started with a public filter or a blank filter name:
      • If you started with a public filter, the name of the filter appears with the words Public Filter in parentheses, and an asterisk. For example,

        Not Complete (Public Filter)*

      • If you started with a blank filter name, the word Custom appears.

To save a custom filter that you applied without saving

You must save the filter immediately after you apply it, or your edits will be lost.

  1. The Filter drop-down list displays the filter that you applied. The name of the filter appears as either of the following:
    • The word Custom
    • The name of the public filter that you edited, followed by the words Public Filter in parentheses, and an asterisk. For example,

      Not Verified (Public Filter)*

  2. Click Edit.

    The Criteria dialog displays the criteria that is used by the filter.

  3. Click Save.
  4. Type a name for the filter, then click Save.

    Note: If you make any changes to the criteria and apply the filter before you save it, the filter appears with the new criteria.

To delete a custom filter:

  1. In the Filter drop-down list, select the name of the filter you want to delete.
  2. Click Edit.

    The Criteria dialog appears.

  3. Click Delete.
  4. In the confirmation dialog box that appears, click OK to confirm the deletion.
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