Steps:
- Through the Main menu navigate towards CRF -> Notifications -> Settings
- Click on ‘Add notification’
- Set up the desired filters
- Click on ‘Save’
- Click on the edit (pencil) or delete icon (red circle) to apply the changes to the overview.
If you are involved with large studies, with hundreds or thousands of patients, it is virtually impossible to go by each and every one of them and keep up with any possible peculiarities.
That is why ResearchManager has a notification feature: here you can set up for which events you want to receive a notification, and who else may also need to receive it. You can even indicate whether you want to receive an e-mail when there is a new notification waiting for you.
This way you never have to miss important information again.
Extensive steps:
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Attention: Does your organization use multiple modules within ResearchManager? In that case it could be that you first enter the module portal. Click on “EDC (Data management)”. Dependent on your settings it could be that you enter one of our other modules first. If you do not see “EDC (Data management)” in the top left corner of your screen, click on the logo you do see to get to the module portal. Then, click on “EDC (Data management)” as well.
Step 1: Navigate towards ‘Notification settings’
You now see the starting page. Place your mouse on the top of your screen, on the menu bar, then on Notifications. Click on “Settings”.
On the screen you now find yourself, you can see all the notifications you are receiving right now. Of every notification you can see the title, description, what study it concerns and who made the notification. On the bottom there is a button to add a notification.
Step 2: Add Notification
You are now on the screen for adding a notification-setting. If you are linked to multiple studies, first select the study in which you want to receive a notification. Then give the notification a title, a message and select all the users that need to receive the notification.
Here you also set whether you want to receive the notification by e-mail. Furthermore, you can choose to receive an extra notification, when the data is being changed and therefore no longer meets the conditions for the previous notification.
Finally, you add a filter. Click on the button “Add”. Now you select the component you want to filter on, and the type the condition needs to have – for example, “Equal to” or “Contains”; this is dependent on the type of component. Next, you fill in a value to compare with and you click on “Save filter”.
IF you do not want to add the filter, you click on “Cancel” instead. You can add multiple filters to every notification. This way you can determine very precisely what you do and do not get a notification for.
~Condition types within notification filter:
Attention: Does your study use randomization? Then you will see the extra option “Other condition types” when adding a new filter. If you check this you do not filter on a component, but you choose from one of the following situations.
- Patient is randomized
- Patient satisfies at least one stratification class
- Patient satisfies stratification class (if you select this, you see a dropdown menu in which you can select the stratification class)
When you have added at least one filter to the notification setting, you can save it. To do that click on “Save”, at the bottom of the page. Now you can add even more notifications. Or go back to the list with notification settings by clicking on “Back”.
Step 3 – Editing and/or removing added notifications
If you made notifications, you can see them immediately in the list with notification settings. To change the notification, click on the pencil icon (under “edit”) or double click on the notification itself. To remove the notification, click on the remove icon. Then, you click on “OK” in the pop-up that appears.