Summary

This article covers how metadata values can be hidden within the Form Summary Tables as well as how some forms can be hidden within the Form Link Tree. 

Table of Contents

Various features can be hidden from the users view using the tools of App Properties. This page discusses how metadata values can be hidden within the Form Summary Tables as well as how some forms can be hidden within the Form Link Tree.

 

Form Summary Tables

hideAlertStatus

This uses Boolean variables to define whether the Alert Status column is displayed in the Global and Form Summaries. If ‘false,’ the Alert Status column will be displayed; if ‘true,’ the column will be hidden.

hideAnswerStatus

This uses Boolean variables to define whether the Answer Status column is displayed in the Global and Form Summaries. If ‘false,’ the Answer Status column will be displayed; if ‘true,’ the column will be hidden.

hideSdvStatus

This uses Boolean variables to define whether the Source Doc Verified column is displayed in the Global and Form Summaries. If ‘false,’ the SDV Status column will be displayed; if ‘true,’ the column will be hidden.

hideFreezeStatus

This uses Boolean variables to define whether the Freeze Status column is displayed in the Global and Form Summaries. If ‘false,’ the Freeze Status column will be displayed; if ‘true,’ the column will be hidden.

hideLockStatus

This uses Boolean variables to define whether the Locked Status column is displayed in the Global and Form Summaries. If ‘false,’ the Locked Status column will be displayed; if ‘true,’ the column will be hidden.

hideQueryStatus

This uses Boolean variables to define whether the Query Status column is displayed in the Global and Form Summaries. If ‘false,’ the Query Status column will be displayed; if ‘true,’ the column will be hidden.

hidePiStatus

This uses Boolean variables to define whether the Signed by PI column is displayed in the Global and Form Summaries. If ‘false,’ the Signed by PI column will be displayed; if ‘true,’ the column will be hidden.

hideDataReviewStatus

For studies existing at the time of the DBP 13.0.0 release, this feature will be turned off by default with the hideDataReviewStatus property. To make this status visible in existing studies, the hideDataReviewStatus property must be set to ‘false’ on the App Properties worksheet.

hideAnswerStatusECRF

When set to true, this property hides inline, answered queries from users that are not allowed to close or reopen queries. Users with permission to close or reopen queries (the “updateQuery” action as well as the “set” query permission for either reopened or closed queries) will still be able to see the inline, answered queries. Be aware: this property does not hide information regarding the answer metadata status. It only hides inline, answered queries.

Acceptable Values: true or false (true by default)

In the example below, the Coordinator role does not have the updateQuery action permission or “set” query permissions . Therefore, when hideAnswerStatusECRF is set to true, the Coordinator does not see the inline, answered query.



Hide Metadata Related Information

If a study does not use all system functions, the metadata related to these functions can be hidden in the system. To hide an unused function, set the appropriate App Property from the following list to true:

  • hideAnswerStatus
  • hideSdvStatus
  • hideLockStatus
  • hidePiStatus
  • hideAlertStatus
  • hideFreezeStatus
  • hideQueryStatus
  • hideDataReviewStatus

With these App Properties, metadata related information can be hidden in the following systems:

  • Record Manager
  • Form Manager
  • Questions Manager
  • Form Statistics
  • Data Point Report
  • Averages Report
  • Patient Management
  • Trial Summary

For example, before any of the App Properties are set to true, the metadata related information is displayed in the Record Manager.


Then the Data Architect file is updated to include the new metadata related App Properties.


Since hideQueryStatus is set to ‘true’ in the Data Architect file, the Query Status will no longer be visible.


This feature allows for forms to be hidden in the Form Links Tree for a particular role or across the trial. Note that this feature does not restrict access or hide forms in the form summary and managers. This feature only hides forms in the Form Links Tree.

hideInTree

Accepts a comma-separated list of form types. This property hides all the forms specified in the list from all roles for which the hideInTreeRoleNameis not configured.



hideInTreeRoleName

Accepts a comma-separated list of form types. This property hides all forms specified in the list from the specified role.



If Role Selection is not enabled and you are assigned multiple roles, you can be granted access to a form through any of your assigned roles.



Additional Example

In the following example, the Data Manager role can see all forms in the Form Links Tree except for the Enrollment and Demographics forms. Note that the Data Manager can see the Pregnancy form because this form is not included in the Data Manager’s specific hideInTree property.


For more information about App Properties, please click here.

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