The Study Items List Page is a place to view all of the Items for a Study. One benefit of using the Study Items List page is it allows you to see what status the items are in.
Contents
From the User Home Page, select the name of a Study in the Recent Studies List or Favorite Studies List. If the study is not listed, you can search for it by clicking the More Studies button at the bottom of the page.
Filtering the Study Item List
In an unfiltered study item list, you will see all planned and received documents for all countries and all sites. One way you can limit the study items displayed is by using the Countries and Sites breadcrumbs.
When you choose a country from the country breadcrumb, you will see all study items that apply to that country and all study level study items. Selecting “All Countries” from the breadcrumb will show all country level study items. Selecting “No Countries” from the breadcrumb will display only study level study items.
You can also limit the study items displayed using the Sites breadcrumb. The Sites breadcrumb menu displays all sites by country code, site ID and PI Name. You can find a site by typing any part of the entire string. For instance, here the user locates the site where Richard Smoots is the PI by typing “smo”.
Since the site is located in South Africa, the country in the Country breadcrumb will be set to ZA (South Africa) automatically when this site is selected. The Study Items list will then display all items at the study level, all items for the country of South Africa, and all items for the site 4444.
You can also limit items displayed using filters in the Narrow Choices panel on the left.
Key Information
Information about an item is displayed on the Study Items list. Study item metadata can be found under each item. Clicking on an item’s record displays more information. An item shaded in pink is past due.
Actions Menus
Each study item has an Actions menu that displays all actions available to you based on the status of the study item, your relationship to the study item, and your role/permissions.
The list also has a dedicated Actions menu containing actions that can be performed on items in bulk. Again, the actions available will vary based on your role/permissions.
