Manually adding cases to a case series

You can add cases manually from source data to an empty case series or to a case series that already includes cases that you created or has been published to your login group. If you have the Administer Users permission, you can add cases manually to a published or unpublished case series created by any user in your login group.

For timestamped data, when cases are added manually to a case series, the application uses the As Of date associated with the target case series to determine whether the cases are legitimate to add. For example, the As Of date of the case series is 06/15/2010 and case ID 1554 did not exist until 07/01/2010. If you try to add case ID 1554 to the case series, the application does not add it, because the case did not exist on 06/15/2010.

1.         Click the Case Series tab.

The Case Series page appears.

2.         Click the row menu (Row menu) for the case series to which you want to add cases, and then click View Cases.

The Cases page appears.

3.         Click Manually Enter IDs.

The Append Manually Entered Case IDs dialog box appears.

4.         Type or paste in a list of case IDs. Each case must be on a separate line or separated from the next case ID by a comma.

5.         Click Append.

The application searches the source data for the specified case IDs. The application refreshes the Append Manual Entered Case IDs dialog page with the number of case IDs that you manually entered, the number of case IDs added to the case series, and the total number of cases now included in the case series. If a manually added case ID does not exist in the source data, the application does not add that case ID to the case series.

6.         Click Close.

Note: It is possible, but not recommended, to add cases that do not meet query criteria to a query-based case series. If you execute the query again, the application does not include the added cases because they do not meet the query criteria.