You can set up a study to allow users to add comments to participants, participant/visit pairs, specimens and vials, plus move and copy comments between these entities.

Enable Comments on Vials and Specimens

If you only need to set comments on a per-vial or per-specimen basis, setup is simple.

  • Go to a specimen or vial view (e.g., click on "By Individual Vial" in the "View All Specimens" section of the Specimens web part).
  • Click the "Enable Comments/QC" button above the grid view.

Once you have enabled specimen and vial comments, you can proceed to the User Guide for Comments for instructions on how to add these types of comments.

Enable Per-Participant and/or Per-Participant/Visit Comments

The comments associated with a Participant or Participant/Visit are saved as designated fields in particular datasets. Comment fields must be of type text or multi-line text. You do not need to set up both types of comments if you only wish to use one of them.

Create or Add Comment Fields

For holding participant-level comments, create a demographic-type dataset (one row per participant) that includes a column for comments. Alternatively, you can add a column for comments to a pre-existing demographic dataset.

For holding participant/visit-level comments, create a clinical dataset (one row per participant per visit) that includes a column for comments. Alternatively, you can add a column for comments to a pre-existing clinical dataset.

Only users with read access to the selected dataset(s) will be able to view comment information. Make sure your users have appropriate permissions on comment datasets.

Access "Manage Comments"

From within your study, click the Manage tab, then Manage Comments.

Identify the datasets and columns/fields that will hold comments.

Participant Comment Assignment

  • Comment Dataset: The dataset selected must be a demographics dataset.
  • Comment Field Name: This dropdown identifies the field in the selected dataset that holds participant-level comments.
Participant/Visit Comment Assignment
  • Comment Dataset: The dataset selected cannot be a demographics dataset.
  • Comment Field Name: This dropdown identifies the field in the selected dataset that holds participant-visit-level comments.
When finished, press "Save."

Add Comments

Once you have enabled participant and/or participant/visit comments, you can proceed to the User Guide for Comments for instructions on how to add these types of comments.

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