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System Configuration Overview
Configuring Case Priority This screen enables you to configure rules to determine the priority of new cases that are entered into the system. Based on these rules, the system assigns each case a priority that is displayed in the Worklist. Each row in the Case Priority Configuration screen represents the priority level assigned to a case that meets the specific criteria selected for that level. This data is reflected in multiple expedited and periodic reports and case form-product information section. The user can select the priority level for which the criterion is to be configured. Select System Configuration --> Case Priority to view the Case Priority page.
To configure Case Priority
- Select the priority level whose criterion is to be configured.
- Select the Case Assessment - Serious. The options in the drop-down list are Yes, No, Ignore.
- Select the Case Assessment - Listed. The options in the drop-down list are Yes, No, Ignore.
- Select the Case Assessment - Casual. The options in the drop-down list are Yes,No, Ignore.
- Select First Report Due Date as Due Soon or Ignore. Enter the #Warning days for Due Soon.
- Select the Advanced Conditions from the drop-down list.
- Use Select icon to create a new Advanced Condition.
- Select Run All Case Priority Determination on Middle Tier to ensure that the application does not assess priority when a case is saved in Web and Client/Server.
- Click Save to save the changes made.
An example of a mandatory violation would be a dosage regimen stop date that occurs before the dosage regimen start date. Cases cannot be saved without correcting mandatory violations. The system displays the Advance Condition Description for field validations on the case form after the Advanced Condition name in the following format: Field: XXXX:YYYY Reason: ZZZZ Where:
Select System Configuration->Field Validation to view the Case Form Field Level Validation screen. The Case Form tabs appear on the left panel and are categorized as folders. Each folder contains all the field labels associated with that section. Consider the following example: The General Tab in the Case Form contains sections such as Study, Follow-up, Case Literature, etc. To view the list of field names associated with the Study section, click Study in the left panel. The field names associated with Study appear in the right panel.
Modifying Field Validations This section enables the user to edit the information already entered in fields. To modify a field validation
- Select the Case Form folder and field for which, the validation rule is to be modified. Tip: The information of the selected field is displayed in the Modify section. 2.Click Select icon to create/select advanced conditions for Condition for Warning and Condition for Mandatory Exception. Click here for details on Advanced Conditions.
- Click Save to save the changes made. Note: ■ If all validation rules are met, a green icon is displayed. ■ If a condition for warning is met during field validation, an orange icon is displayed. ■ If a condition for mandatory exception is met during field validation, a red icon is displayed.
Using Advanced Conditions: This section discusses how to create and use Advanced Conditions. If you do not have access to the advanced conditions on certain screens, the system displays only the Advanced Condition Names you can access and does not permit you to modify or view the advanced condition details. The system displays a warning message stating that you do not have permissions to update the advanced conditions. Queries are constructed by means of the Advanced Conditions dialog box, that enables users to define field level search criteria. Sets of search criteria (advanced conditions) can be saved and retrieved from the Advanced Conditions dialog. These conditions may then be added, edited, or deleted. Access rights and permissions can be assigned to individual advanced conditions. You can execute and modify rights to one or more groups on
- Select one of the following options from the drop-down list under Filter. ■ Contains - Enables you to filter for advanced conditions that contain the entered criteria. ■ Starts With - Enables you to filter for all advanced conditions that start with the entered criteria.
- Enter the search criteria for the advanced conditions in the text box, as applicable.
- Click Filter. The advanced conditions matching the specified filtering criteria are displayed.
- Select an advanced condition from the list, as per your search requirements.
- Execute any of the actions below, as applicable: ■ Click OK. The selected advanced condition is listed in the Advanced Condition drop-down list. ■ Click AC. The details of the selected advanced condition are displayed in the Advanced Conditions dialog. Click Cancel. The Advanced Condition Lookup dialog is closed without
Creating Advanced Conditions Use the following procedure to create advanced conditions. To create advanced conditions
- Select New from the Advanced Conditions drop-down list or click the Advanced Conditions icon
- This displays a confirmation dialog.
- Select whether you wish to create a query set by using previous advanced condition query sets or by creating one through logical operators. ■ Click Yes to create a new advanced condition query set. ■ Click No to create a new advanced condition by associating logical operators (like AND, OR) with items from the Case Form.
- If you select No, an Advanced Condition Set dialog is displayed.
- In the Conditions list, select a condition that must apply to the item selected above. The available conditions are "equal to", "contains", "less than", "greater than", "not equal to", "missing", "greater than or equal to", "less than or equal to", "exists“, "does not contain" or "begins with".
- Under Value, enter the value which will apply to the property, or select an appropriate value from the list, as applicable.
- If the condition created in steps 4 through 6 above is to be linked with another condition, select the appropriate logical operator in the list adjoining Value. Tip: The logical operators that can be used to link the existing condition to a new condition are AND/OR.
- Click Add to add the newly created condition to the advanced condition.
- Repeat steps 3 through 7 to add more conditions to the advanced condition.
- When each of the required conditions for the advanced condition is entered, click Save.
- Enter a name for the advanced condition and click OK. Note: To enable other users to use the advanced condition, the Share with other users check box should be selected. ■ If an Advanced Condition is not shared with other users, it does not appear in the Advanced Condition list for any user except the Administrator and the user that created it. ■ If the Advanced Condition is shared, all users can view the advanced condition, but they cannot modify it. The console manages access to the Advanced Condition Library screen. The Advanced Condition Library option has been added to enable or disable (default) access to the following screen: Access Management --> Argus --> Groups> Menus> Utilities (subarea) section
To view or modify the SQL statement associated with an advanced condition, click Show SQL. Make the required modifications to the SQL statement, if necessary.
- Select an appropriate set operator from the Set Operator list. This set operator will link this advanced condition to the next advanced condition.
- To add the next advanced condition to the query set, click Add.
- Repeat steps 5 through 7 for each advanced condition that must be entered in the query set.
- When each of the advanced conditions for the query set is entered, click Save.
- Enter a name for the advanced condition and click OK.