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If the user wishes to create a new subject, the ‘New Subject’ button at the top of the subject column can be pressed.
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The Subject Information form will open, and allow the user to enter and save information for the new subject
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To save the data, you may click on the disk button located on the top left of the form.
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Once the data is saved, the subject will appear on the screen in the subject list.
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The user can filter the list of subjects by typing text into the entry area above the Subjects column. The list will automatically be filtered to only include subjects that match the text. Click on the ‘clear’ button ( ) to remove the filter and show all subjects.
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To create a new set of form data for a subject, the user must first select a subject and form definition to use, then either:
o click on the ‘New Form’ button;
o select the “New Form” menu item on the File menu; or
o double-click on the form definition entry in the list.
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The system will open a blank version of the selected form definition, which the user can use to collect new form data for the subject. Once the data has been collected, it can be saved and will be represented in the form data column using the date.
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Once the data has been collected, it can be saved and will be represented in the form data column using the date.
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The user may also wish to view, edit, or modify an existing set of form data. To select a previously created set of form data the user must first select either a subject or form definition. In this case the subject is selected.
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The user may also wish to view, edit, or modify an existing set of form data. To select a previously created set of form data the user must first select either a subject or form definition. In this case the form definition is selected.
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Radio buttons are round buttons that (typically) allow only one selection out of a set of possibilities. The selected radio button is shown with a black dot within a circle, while unselected radio buttons are shown as open circles. To select a radio button, simply click on it with the mouse or tap it with the stylus. When using the keyboard, navigate with the up and down arrow keys to the desired selection and either tap the space bar or hit the enter key to select.
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Checkboxes allow multiple selections from a set of possibilities. Selected checkboxes are shown with a check mark inside a square box; unselected ones are empty boxes. Similar to a radio button, to select a checkbox, simply click on it with the mouse or tap it with the stylus. When using the keyboard, navigate with the up and down arrow keys to the desired selection and either tap the space bar or hit the enter key to select.
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Text boxes are boxes where text can be entered and/or displayed. To enter data into a text box, either type it with the keyboard or use the Tablet Input Panel and/or virtual keyboard to enter data. Input-type text boxes allow a single line of data, while text areas are a special type of text box that allows multiple lines of data, presenting if necessary a scroll bar to allow text to continue to grow.
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Drop down lists (sometimes called combo boxes) look like a text box with an arrow to the right side. When located on this control, clicking on or tapping the arrow displays a list from which a single selection can be made. Using the keyboard, hitting the Enter key displays the list; the up and down arrows permit the selection of one of the items in the list, which is then selected using either the space bar or the Enter key.
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Drawing panels allow the user to sketch a picture based on the question in the form, or to leave a handwritten note. In either case, the drawing is done directly on the screen with the mouse or stylus at certain areas of the form. All drawings are viewed as images, which can then be saved and will be redisplayed when the form is subsequently opened.
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Popups provide the user with additional information relative to an item. The user can click a corresponding button and the information, question, or other data space will be displayed in a window separate from the main form.
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Tool Tips provide additional information to the user specific to an answer collection control. By hovering the mouse over an answer, the tool tip will pop up.
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Navigation Tree
The Navigation Tree shows the complete form layout within a tree view. The user can switch to the Navigation view of the form by selecting the "Tree" button on the toolbar. Item groups within the tree can be expanded to view the items and subgroups within the group. By selecting and item or group, the focus of the form will jump to the selected area. The Navigation Tree can also be hidden by again choosing "Tree" from the toolbar.
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The Navigation Tree can be expanded by clicking (+)
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The Navigation Tree can be collapsed by clicking (-).
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Tables can be constructed to collect multiple sets of data with the same general structure. When a table is empty, a single row of empty data is shown on screen;
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When new data is entered into any field within this empty row, the table automatically expands, always showing an empty row at the end of the table.
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All table rows have a delete button at the right side of the row; all but the last button are enabled. Clicking on this delete button displays a confirmation message; accepting the message by selecting OK removes the entire row from the table.
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An annotation allows the user to enter additional information relative to the item. Annotations are inserted by clicking on the Add Note button on the toolbar; insertion of an annotation is done at the item whose answer collection control is selected.
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Annotations can only be inserted if the design of the form allows it; otherwise, the Add Note toolbar and menu item are disabled
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Insertion of an annotation is done at the item whose answer collection control is selected.
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Multiple annotations can be inserted at the same item; each annotation is displayed with a user ID and a creation date.
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To remove an inserted annotation, the annotation itself must be currently selected (by having the text cursor, i.e., an I-shaped cursor, showing on the annotation body). When the Remove Note toolbar button is selected, a dialog requesting confirmation appears; if the user confirms, the note is deleted from the form.
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Marked items allow a user to highlight an item to be reviewed. Marked items appear highlighted within the form and a marked ( ) icon appears in the Navigation Tree. Items can be marked or unmarked by selecting the item either in the Navigation Tree or within the form and typing CTRL+M or by selecting “Toggle Mark” from the Edit menu.
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The Navigation Tree also includes a button to filter the tree by marked items. Clicking on the filter button toggles the tree view between showing only marked items or all items.
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An output expression is an automatically calculated result, based on data within the form or from other forms within the system. These output expressions are usually displayed within the form on output boxes, which are similar to input text boxes, except that they do not allow entry of data, and are shown in a different, system-specific coloring (gray on Windows systems).
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An alert is an informative message displayed to the user, triggered by a condition. Alerts are used to warn the user or clinician about potentially ambiguous or contradictory responses, or in general to provide help and guidance.
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Individual questions or entire sections within a form may be automatically enabled for answering.
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Individual questions or entire sections within a form may be automatically disabled to prevent answering by the user.
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Logic flow is used to guide the user through the form based on the form's logic structure. As the user answers questions, any associated logic conditions are calculated. As conditions are met, a message is displayed notifying the user of the condition and the next question or section to complete. If the user accepts, the form will automatically jump to the next question for the user to answer.
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A form may be defined in multiple languages. If more than one language is available, the “Set Language” menu item within the View menu presents the user with all possible choices.
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