- Navigate via the main menu to CRF -> Overview;
- Possibly filter on patient number and/or site;
- Empty your workset or edit it.
With larger studies it can regularly occur that you want to see an overview of all patient within a particular site, or of all patients that have completely filled in a particular subchapter. Then you may want to add or remove these patients from your personal list. This personal list in which all the patients you have selected are, we call your workset. This and more can be easily set up in the CRF overview. In this manual you can read all about it.
Attention: with regard to the speed of the ResearchManager application, in case of large studies we do not advise you to take up all your patients in your workset.
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 ‘Overview’
Now you see the starting page. Place your mouse at the top, in the menu bar, on ‘CRF’, and then click on ‘Overview’.
Step 2: Overview all patients – sort by site / status subchapter
Now you see the entire overview of the CRF, with all patients within your study that are registered in research manager. By clicking on ‘Patient number’ or ‘Site’ (at the top of the columns), you can sort by it. In other columns you see the possible inclusion information and the status of the different subchapters.
At the top of the overview you can apply filters: you can select a site to only display patients from this site, or show all patients that have subchapters with a certain status. In this way you can for example quickly find out how many patients are being monitored, or how many people have not filled in certain subchapters yet.
Step 3: Editing or emptying workset, or opening the just edited workset in the CRF.
At the bottom of the list with patients are a few buttons. If you (de)select patients n the overview and then click on ‘Edit workset’, all selected patients will be added to your workset and all deselected patients will be removed from your workset.
By clicking on ‘Empty workset’, you remove all patients. You can click on ‘Open CRF’ to go to the data entry of the CRF.
Finally, it is possible to print the CRF. For all selected patients the chosen (sub)chapters are printed, including the answers they have given. This can come in useful when a patient is unable to participate in Patient Self Service. You can then choose to invite the patient to the hospital, or to send them the questionnaire on paper. In any case, it is of importance that you do not request personal information.