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Creating a History request

  1. On any My Requests page, from the Create Requests drop-down menu, select Create History Request.

    The Create History Request page appears, displaying the Study Information fields.

    As you create your request, the application displays your progress by highlighting the step in the process you are completing in the progress indicator bar at the top of the page.

  2. In the Request Name field, accept the application-generated name or enter a name for the request.

    The Request Name appears on lists of Processing, Completed, Saved, and Purged requests. The application-generated name is comprised of the study name and the current date-time string concatenated together. The name can contain blank spaces. For example, Mass General Subject Audit History.

  3. In the Request Description field, write a description of the request (optional).
  4. Select the request type:
    1. To view the data changes and queries for a subject, select the Subject Audit History radio button.

    Or:

    1. To view user-to-site and user-to-rights group associations, select the User Assignment History radio button.
  5. Click Next.

    The Request Settings page appears.

  6. Enter the request settings.

    History Report request settings

    Setting

    Choices

    Notes

    Select the rights group to control content

    The rights group controls what data will and will not appear on the report.

    Applicable only to the Subject Audit History report.

    The default is the logged-in user's rights group, but a sponsor user with the Share with Sites right can select a different rights group.

    Headings Language

    The language to use for bookmarks, headers, and labels.

    NA

    Share with sites

     

    Yes or No

    Yes is the default. Select No to prevent sites from downloading the report.

    Sponsor users without the Share with Site right will not see this option.

    Site Confirmation Required

    Yes or No

    Appears if you select Share with sites.

    If you select Yes, the sites must confirm download and review of this request. Select No to make confirmation optional.

    Generate TOC

    Yes or No

    Create a table of contents as a separate file with links to all generated records in the request. The default is Yes.

    Export Selection Criteria

    All Sites

    By Site

    The default is All Sites. This choice includes all sites in the study.

    To select one or more sites, select By Site. [

    The Select Sites dialog box appears.

    1. In the Select sites from list below text box, search for a site by typing at least three characters of the site name.

      The sites that match the filter appear.

      Or

    2. From the list below the Select sites from list below text box, use the Shift and CTRL keys to highlight the sites you want to include.
    3. Click the right arrow.

      The sites appear in the Selected List.

    4. To scroll through the sites list, click the Get Next 500 link. If there are no more records, the link does not appear.
    5. Continue selecting sites.
    6. Click Save.

    Require Password to extract zip file

    Yes or No

    By default, password protection is set to Yes.

    1. Type the password.
    2. Re-type the password to confirm it.

  7. Click Next.

    The Review and Submit page appears and summarizes your study information selections and request settings.

  8. If you selected specific sites, to see those sites, click the View Selected Sites link. To close the Select Sites dialog box, click Close.
  9. To submit the request for processing, click Submit.

    The Request Submitted dialog box appears, confirming that the request has been submitted and offering you the opportunity to create another request or go to the My Requests - Processing page.

  10. To create another request, click Yes, Create Another.

    The Create History Request page appears, for you to enter the study information for the new request, followed by the form options request settings. You can then submit this request.

    or

    To complete this request, click No, Go to Processing Page.

    The My Requests - Processing page appears. You can monitor the processing progress by observing the value in the % Complete column.

  11. To update the processing details, click Refresh.

    When processing is complete, the request disappears from the Processing page and appears on the Complete page.

  12. To display the My Requests - Complete page, click the Completed link.

    The My Requests - Complete page appears and includes all completed requests, including the History requests.

  13. You can perform the same functions on the History requests as you can on PDF requests. For more information, see Working with submitted requests.

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