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.
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. 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.
Change Properties
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 page.
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.
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