3.4 Create Filter Help
This section allows you to create a new filter for your current study. You are presented with a graphical model as well as written instructions detailing the five steps that need to be taken in order to complete the entire process. Please click the Proceed to Create Filter button to begin the process.
Step 1: Select CRF
Here you can select the CRF that you would like to include in the filter. Upon satisfaction, please click the Select CRF and Continue button.
Step 2: Select Section
Here you can select the particular section of the CRF. Please click the Select Section and Continue button.
Step 3: Select Parameters
Here you can specify parameters to be included from the section you chose in the previous step. Please click the Select Data Elements and Continue button.
Step 4: Specify Criteria
Here you can specify the values for the parameters that you would like to include in your filter.
At this juncture, you can click one of two buttons: Add Additional Parameters or Specify Filter Metadata.
- The first option, Add Additional Parameters, takes you back to Step 1 of the five step filter creation process, allowing you to add more parameters from different CRFs and sections in order to complete your particular filter.
- The second option, Specify Filter Metadata, which takes you to Step 5 of the five step filter creation process, allowing you to label your filter.
Step 5: Save and Exit
Here you can Save your filter and Exit the filter creation process.
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