Summary

This article describes how to search across multiple questions with varying metadata statuses using the question manager. 

Table of Contents

• Access Question Manager
• Progress Bars
  • Tracked Metadata and Available Statuses
  • Color Coding and Form Links
    • SDV, Frozen, Data Reviewed, Locked, and Signed Statuses
    • Answer Status
    • Alert and Query Status
• Manager-Level Actions
  • Apply and Clear Metadata Statuses
• Available Columns and Filter Types

The Question Manager makes it possible to search across multiple questions with varying metadata statuses. The Question Manager also provides easy access to the subject casebook containing the question.

Access Question Manager

From within a study click ‘Questions’ in the Hamburger Menu to access the Question Manager.

Progress Bars

Some columns in the Question Manager table will be displayed as progress bars. These allow you to track the percentage of questions in a subject’s casebook that have certain metadata statuses applied to them.

Tracked Metadata and Available Statuses

Only those metadata that develop progressively within a casebook are tracked in this manner. Each of these metadata have a set of statuses describing a question’s state with regard to that particular metadata. These are described in the table below:

Color Coding and Form Links

The progress bars are color coded to indicate how much progress has been made. What the colors indicate varies slightly with the particular metadata that they are representing. Additionally, colored portions of these bars can be clicked to view the entry in a more specific manager with automatically configured filters. The Question Manager’s progress bars, however, do not link to any external locations.

The color coding scheme and this linking format are described below:

SDV, Frozen, Data Reviewed, Locked, and Signed Statuses

Green – Indicates the action has been completed, and the status is applied to a form.

White – Indicates that the action is either unnecessary or not ready to be executed on a form.

Red – Indicates that the action is needed or ready to be executed on a form.

Answer Status

Green – This indicates that data has been entered and completed.

White – Indicates that data has not yet been entered.

Red – Indicates that data has been entered, but has not yet been flagged as completed.

Alert and Query Status

Green – Indicates that the alert or query is closed.

White – Indicates that no open or closed queries exist.

Red – Indicates that there are open queries or alerts.

Manager-Level Actions

Certain actions are provided to the user by way of the dropdown actions bar in the Manager Table. These actions are differentiated from those available in the green ‘Actions’ tab at the top-right corner of the screen in that they are applicable to both individual questions and groups of questions selected from the table. These are described below.

Apply and Clear Metadata Statuses

Actions allowing metadata statuses to be added to or removed from individual fields are available in the Questions Manager. The below steps apply to the following actions: SDV, Clear SDV, Lock, Unlock, Freeze, and Unfreeze, Data Review, Clear Data Review, and Create a Query.

To execute these actions:

1. Click the checkboxes next to the Questions that you wish to apply the status.
2. Choose the action you wish to apply from the dropdown menu in the manager table.
   
3. A second dropdown menu will appear to the right. Select ‘Checked Rows’ or ‘All Filtered Rows’.
   
4. Click the ‘Go!’ button to the right of the second dropdown menu.
   You will be redirected to a confirmation page.
   
5. If ‘All Filtered Rows’ is chosen, confirm that the filtered criteria is correct.
   
6. Click ‘Yes’ to complete the action or ‘No’ to cancel the action.

If values are later modified for any finalized data (Green Status), the system invalidates all SDV, Completion, and Data Review statuses.

Available Columns and Filter Types

The Question Manager has many columns that can be dragged and dropped between the Manager and Filter Tables. The values of certain columns also serve as links to the Casebook. The following table defines each column, the actions made available through the column value and the filters and sorts available.

Note: When searching for a Partial Date in the Questions Manager for the Value, the symbol "~" needs to be used instead of the unknown field specified (i.e. UNK).

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