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Search Bar Functionality on Enrolled/Potential Dashboards

The Search Bar on the Potential and Enrolled Participants Dashboard pages helps users locate participants efficiently.

Search and Filter Parameters Available

  • Contact Phone
  • Contact Email
  • Contact Name
  • Participant Name
  • Participant Race
  • Participant Sex/Gender
  • Participant Ethnicity
  • Participant Birthday
  • Contact Zip code
  • Custom ID
  • Global ID
  • Family ID
  • Tags:  Assigned to Participants
  • Contact for Future Studies: Whether participants are open to being contacted for future studies.
  • Signed Consent Form:  Status of signed consent.
  • Custom Variables:  Lists each custom variables created for this study.
    • Date Custom Variables-enter date in mm/dd/yyyy or dd/mm/yyyy depending on the locale set for your study when searching or filtering.

NOTE:  This flexibility allows users to search or filter participants based on various personal, study-related, or consent-specific details.

Searching Dashboard Details

To adjust the fields included in a search or dashboard filter:

  1. Input Search Terms:

    • Type the search term into the Search Bar.
    • Terms must be spelled correctly but are not case-sensitive.
    • Searches are limited to one component at a time (e.g., name, variable).

  2. Executing a Search:

    • Press the Enter key or click the blue magnifying glass to run the search.

  3. Accessing a Participant:

    • Names matching the search parameters will be populated beneath the search bar.
    • Click the participant's name in the results to open their profile card.

Filtering the Dashboard

Use the Filter Dashboard options to narrow the displayed results based on the available filter categories. After selecting a filter, enter the specific value you want to filter for in the field to the right.

For example, if participants who are related share the same Family ID, select Family ID and enter the appropriate value to display all participants with that Family ID. To search by last name, select Participant Name and enter the participant’s last name, such as Johnson. The dashboard will then display all matching participants in the study.

NOTE:  The dashboard will not apply a filter until a search or filter value is entered in the corresponding field.

 

Reorganizing the Data on the Dashboard

You can also sort the dashboard results by selecting the arrow next to a column heading. Choose ascending or descending order to organize the information based on that column.