View Notes
The View Notes option provides a customized context-specific display of Clinical notes.
8 | Click ![]() |
The context of a note is determined both by the report and the table in which selections are made. There are seven note contexts, which are summarized in the following table:
Context |
Examples of how notes in this context can be added or viewed: |
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Current Report |
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Selected Subjects |
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Site Level |
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Country Level |
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Record Level |
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Specific Domain |
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Selected Notes |
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Once is clicked, a summary of the notes is surfaced, in the last saved customization (or in the factory default view, if no customization has been saved). Click
to save a static copy of the notes summary in one of several formats.
For notes, with at least one subject selected, you can click to create a data filter for the selected subjects.
Customizing the Appearance of the Notes Summary
8 | Click the Options tab to expand the dialog and reveal both Action buttons and column- and row-specific options. |
Action Buttons
• | Clear: Click ![]() |
• | Reset: Click ![]() |
• | Load: Click ![]() |
• | Save Options…: Click ![]() |
• | Delete Saved Options…: Click ![]() |
• | Turn on/off auto-run: causes any option change to immediately update the notes summary. Clicking ![]() ![]() ![]() |
Columns
Each note context offers a different set of columns from which you can choose to display in an Outline role, a Tabular role, or to omit. Click to select column(s) and use the arrow buttons to move them to different roles. The order within Outline roles is from highest to lowest outline level. The order within Tabular roles is from left to right within each table.
The Column options are described in the following table:
Role |
Options |
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Outline |
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Tabular |
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Rows
This section enables you to sort and filter the note summary.
The Rows functions are described in the following table:
Function |
Options |
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Sort |
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Note Text Filter |
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Data Filter |
Note: You must select at least one row, point, bar, and so on, for this option to become active.
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