Administrators can create and manage datasets in a study following the pathways outlined in this topic. Begin on the Manage tab of a study and click Manage Datasets.

Study Schedule

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. The default is to display them ordered first by category, then by dataset ID within each category.

To change their order, click Change Display Order, then select a dataset and click an option:

  • Move Up (one spot)
  • Move Down (one spot)
  • Move to Top
  • Move to Bottom

Click Save to save your new order, or Reset Order to return to the default ordering. Once confirmed, the reset order action cannot be undone.

Change Properties

Edit these properties of multiple datasets from one screen by clicking Change Properties:

  • Label
  • Category
  • Cohort
  • Status (one of None, Final, Draft, Locked, or Unlocked)
  • Visibility

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. The id, label, category, type, and number of data rows are shown to assist in the selection.

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.

View Audit Events

Click this link to see the DatasetAuditEvent log, filtered to the current container.

Manage Individual Datasets

To manage a specific dataset, click the name in the Datasets panel of the Manage Datasets page. Administrators can also directly access this page by clicking Manage in the dataset header menu.

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 when finished.

Related Topics

Was this content helpful?

Log in or register an account to provide feedback

expand allcollapse all