Filter subjects in a study

Subject filters are located at the top of the subjects table. You can use these filters individually or in a combined way.

Note:

Consider the following:
  • Depending on your study role and site assignments, only certain countries and sites are available when filtering through subjects. For more information, see Best practices for study role assignment.
  • The filters you select are preserved until you sign out of the application, but they are not preserved if you switch to another study or page.

Tip:

For a better filtering experience, you can combine any of the filters listed below.
  1. On the Home page, determine where to work. For more information, see Access study modes.
  2. Along the top, make sure Subjects is selected, and that you're on the Subject Overview view.
  3. Determine which filters you want to use and select an option for each filter.
    Filter Description
    Search Subject

    Manually type the number of the subject you are looking for. As you type, the list of subjects will automatically narrow down.

    Note: If you separate your search terms using spaces, the filter will treat them as distinct, which may broaden the scope of your results. For example, typing CLIN-0004 will only display results containing this exact search query. However, typing CLIN and 0004 separately will display all the results containing at least one of these keywords, thus providing a much broader set of results.
    Country

    Select one or multiple countries that you want to view subjects for.

    This filter only includes the countries that you have access to.
    Review

    Select one or multiple review statuses to view subjects whose visits are in a specific state.

    This filter includes all of the review-related statuses that a visit can have.
    Safety Cases Status

    To view subjects with safety cases in a specific state, you must first select a safety case status.

    This filter includes all of the statuses safety cases for a particular subject can have.
    Site

    Select one or multiple sites that you want to view subjects for.

    This filter includes the sites that you have access to.
    Status

    Select one or multiple subject statuses if you want to view subjects in a specific state.
  4. Browse the list of displayed subjects.
  5. To update a filter, click on it and adjust your selections. To remove a filter, select the X next to it in the Search Subject bar.

Parent topic: Monitor subjects and sites