Viewing cases in a case series
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The list of cases in a case series does not change if source data changes. However, you can add cases to a case series manually or by transferring cases from a list of cases generated elsewhere in the application.
1. Click the Case Series tab.
The Case Series page appears.
2. Click the row menu () for the case series, and then click View Cases.
The Cases page appears.
Because the application retrieves the data from the source data, it does not include custom terms or values created by data transformations.
The case list appears as a table. The variable representing the case ID is the first column of the table. The data configuration associated with the case series determines the additional columns that appear. If site option Allow Case Comment/Review/Exclusion is enabled, additional columns indicate whether the case has been reviewed or excluded, and whether comments have been added by a reviewer.
See About tables for information about viewing, printing, or downloading tables or changing the way data displays in the table.
Case series options
- To review case details, click the case ID in the first column. When viewing case details, if site option Allow Case Comment/Review/Exclusion is enabled, you can mark cases as Reviewed and Excluded and add comments. For more information, see Reviewing case details.
Note: If you navigate through cases in the Case Details dialog box using Next and Prev, the visited status of the cases on the Cases page is subsequently not updated. To refresh the visited status on the Cases page, manually refresh the cases by pressing F5.
- If any cases have been marked as excluded as part of reviewer input, you can click Hide Excluded. Excluded cases are not visible on the Cases page. If you click Show Excluded, such cases are visible.
- To add cases manually, click Manually Enter IDs.
- To display the Report Definitions page with the case series selected, click Report. If any cases have been marked as excluded as part of reviewer input, the application does not include them in the report.
- To download case details for all cases in the list to an Excel spreadsheet or a Word Rich Text Format File, click Download Case Details. (When viewing a particular case, you can also download case details for that one case.) The application does not include cases that are marked as excluded and that are hidden at the time of the download.
- To save the list of cases as an attachment to a topic, click Save to Topic (available if the topics feature has been set up). The application does not include cases that are marked as excluded and that are hidden at the time you save the list as an attachment.