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.
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.
Or:
The Request Settings page appears.
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.
|
Require Password to extract zip file |
Yes or No |
By default, password protection is set to Yes.
|
The Review and Submit page appears and summarizes your study information selections and request settings.
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.
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.
When processing is complete, the request disappears from the Processing page and appears on the Complete page.
The My Requests - Complete page appears and includes all completed requests, including the History requests.
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