Administrators can create and manage datasets in a study following a number of pathways, as outlined in this topic. Begin on the Manage
tab of a study and click Manage Datasets
The schedule identifies expected datasets for each timepoint. Learn more in this topic: Study Schedule
Change Display Order
Datasets can be displayed in any order. To change their order, select a dataset and press the Move Up
or Move Down
buttons. Click Save
The Reset Order
button will automatically order datasets by category, and then by their ID within each category. Once confirmed, the reset order action cannot be undone.
Edit the label, category, cohort, status, and visibility of multiple datasets from one screen using this link.
After making changes, click Save
. You can also Manage Categories
from this page.
To edit properties for an individual dataset instead, go back then click the dataset name from the Manage Datasets
page instead. See below
Delete Multiple Datasets
An administrator can select multiple datasets at once for deletion. After deleting datasets, it is advisable to recalculate visits/dates
, in order to clear any empty visit and participant references that may remain in the study.
Default Time/Date, Number Formats
The default date-time and number formats for the study are shown and can be changed by clicking the Folder Settings Page
link. You can choose the default formats for all datasets together or customize formats for individual dataset fields. See Date & Number Display Formats
For details on valid format strings for dates, times and numbers, see Date and Number Formats Reference
Manage Individual Datasets
To manage a specific dataset, click the name in the Datasets
panel of the Manage Datasets
See Dataset Properties
Datasets Web Part
If you would like to display a simple directory of datasets by category, add a Datasets
web part. Enter > Page Admin Mode
, then select Datasets
from the Select Web Part
pulldown in the lower left. Click Add
. Click Exit Admin Mode