Aside from a basic text box filter option above the main paginated lists, an advanced filter option is also available.
The option opens the advanced filter popup list. The tooltip for this filter button also offers quick select options :-
Please see further down this page for details on the filter criteria available.
After clicking the option, or selecting the 'Open Advanced Filter' from the tooltip the Advanced Filter page is opened. There are no criteria selected, so the screen will look something like the following:-
The icon indicates that the filter is a user (non-system) filter. System filters are listed prior to user filters.
Selecting the icon next to a system/user search sets the appropriate filter options in the lower portion of the screen, ready for filtering, but allowing the user to change filter criteria.
Selecting the icon applies the search criteria, and performs the filter back on the original screen.
Selecting the icon for a user filter provides the option of promoting a user filter to a system filter, making it available for all other users (this is only available for administrator users).
Selecting the icon provides the option for a user to delete one of their own filters.
If, for example, the “Alerts - All” system filter was selected (), the lower portion of the screen would look something like :-
When the filter is ready to be applied – click the “Filter” button.
The “Clear” option clears the filter criteria on the calling page, and closes the advanced filter popup window, while the “Support” button emails the checked filter criteria to support.
“Cancel” simple closes the popup filter window.
Whenever the filter criteria is changed, you should select the ‘Check’ button, to ensure that the plain English description of the filter makes sense (they can get complicated). This is a critical step, as it sets up the filter, and tooltips on the ‘Filter’ button. Regardless, clicking the ‘Filter’ button always checks the filter before applying.
The ‘Filter Name’ text area is where you can enter the label/name of the search as it will appear in your previous search list (under the section of System Filters). Note that it only appears when you have NOT matched a system filter, also, if you re-use a label/name, it will replace the previous criteria. Only the last ten (10) non-system filters are displayed for each user. The tooltip for the image provides the date and time when the filter was first created, and the tooltip for the filter name displays it’s criteria.
Please note that at this stage, only the developers of HRECTrack are able to:-
1.Modify default values and operator that appear when you initially add a field ,
2.Modify default values for existing searches, so that they change relative to time. For example, you might always want a date to default to the date of the last meeting, or the next meeting. This can be done, however, it is not available via the UI at this stage. Please contact us if you want a query modified or enhanced in this way.
Document Contents
Advanced project search can search within certain uploaded documents, enabling a word, word(s) or phrase(s) search to be conducted when the 'Document Contents' filter criteria is selected. Document content (file) searches can be combined with other (database) criteria in one seamless advanced search.
The following file type(s) can be searched by the system :-
•doc (Microsoft Word),
•docm (Microsoft Word),
•docx (Microsoft Word),
•txt (Microsoft Word),
•odt (Open Office Document Text),
•pdf (Adobe Portable Document Format).
All other file types (like MS Excel) cannot be searched at this stage.
Due to the fact that document contents can dictate the results of project(s) returned by an advanced filter, the icon is displayed in the status column of the relevant row of the Project Documents list, indicating that this documents contents was a reason the project passed the filter criteria.
There are some anomalies to note with regard to searching PDF file(s). If documents are uploaded into the system, and the user has selected the 'To PDF?' check box, then the resulting PDF file can be text searched. Existing PDF file(s) that are uploaded may not be able to be searched because either :-
1. The PDF contains images rather than text (mainly when a document is scanned and saved as PDF), or
2. The PDF has been converted by an application that renders non-standard/non-searchable text.
While all these PDF files appear human readable, the format of their actual contents may not be searchable.
Also note that if an error occurs in a document contents advanced project search, the alert icon appears near the filter text box (near the top right hand corner), and the icon tooltip gives details of the failure.
Filter criteria relating to Projects include :-
•Actions :-
•Action Date Action By,
•Action Detail,
•Action Outcome,
•Amendment :-
•Amendment Detail,
•Amendment Notes,
•Approved Site,
•Archived Location,
•Billability,
•Category,
•Category - Of Participants,
•Expected Number - Of Participants,
•Comments,
•Communication :-
•Communications With,
•Communication Details,
•Communication Type,
•Communication Date,
•Communication Created By,
•Communication Action Detail,
•Communication Action By,
•Communication Action For User.
•Compliance Fields :-
•Compliance Entity,
•Compliance Data Field Value,
•Compliance Data Field Comment.
•Date Approved,
•Date Archived,
•Date Closed,
•Date Expected Completion,
•Date Received,
•Devices :-
•Device Details,
•Dispose:-
•Dispose Notes,
•Dispose On Or After Date,
•Dispose X Years After Close,
•Disposed Date,
•Document :-
•Document Date Approved,
•Document Date Received,
•Document Description,
•Document Contents - searches the file contents. See Document Contents for full details,
•Document File Name - searches the file name,
•Document Is Billable,
•Document Is Invoiced,
•Document Can Invoice,
•Document Notes,
•Document Type,
•Document Version,
•Drug :-
•Drug Details,
•Ethics :-
•Ethics (External) Organisation,
•Ethics (External) Reference Details,
•Ethics (External) Reference Number,
•Ethics (External) Review Date,
•Ethics Details,
•Ethics HREC Member,
•Ethics Review Date,
•Ethics Review Type,
•HREC Member :-
•HREC Member,
•HREC Member Given Name,
•HREC Member Initials,
•HREC Member Surname,
•HREC's Approved,
•HREC's Involved,
•Insurance :-
•Insurance - Type Of,
•Insurance - Type Of Policy,
•Insurance Notes,
•Insurance Policy Number,
•Insurance Provider,
•Insured Amount,
•Level Of Risk,
•Linked :-
•Linked - Future Project Code,
•Linked - Past Project Code,
•Meeting :-
•Meeting Date,
•Meeting Link Date,
•Meeting Comments (General for Project and any children),
•Meeting Project Comments,
•Meeting Document Comments,
•Meeting Action Comments,
•Meeting Amendment Comments,
•Meeting SAE Comments,
•Meeting Update Comments,
•Next Ethics Review Date,
•Next Insurance Date,
•Next Progress Report Date,
•Phase,
•Project :-
•Code,
•Code External / Other,
•Project Can Invoice,
•Project User (only active Project Users) :-
•Specific User,
•User First name,
•User Last name,
•User Email,
•Research :-
•Research Area,
•Researcher Comments (PI, Chief, Contact or other),
•Researcher Given Name (PI, Chief, Contact or other),
•Researcher Surname (PI, Chief, Contact or other),
•Researcher PI Comments,
•Researcher PI Given Name,
•Researcher PI Surname,
•Researcher Chief Comments,
•Researcher Chief Given Name,
•Researcher Chief Surname,
•Researcher Contact Comments,
•Researcher Contact Given Name,
•Researcher Contact Surname,
•Researcher Mail To Comments,
•Researcher Mail To Given Name,
•Researcher Mail To Surname,
•Researcher Invoice To Comments,
•Researcher Invoice To Given Name,
•Researcher Invoice To Surname,
•Severe Adverse Event :-
•Severe Adverse Event - Any Connection To HREC,
•Severe Adverse Event - Detail,
•Severe Adverse Event - External Ref No,
•Severe Adverse Event - Incident Date,
•Severe Adverse Event - Is Device Related,
•Severe Adverse Event - Is Drug Related,
•Severe Adverse Event - Outcome,
•Severe Adverse Event - Was It A Death,
•Sponsor Name,
•Sponsor Type,
•Status,
•Timer Calendar Day Count,
•Timer Week Day Count,
•Title,
•Update(s)
•Notes,
•Participants - targeted,
•Participants - screened,
•Participants - current,
•Participants - withdrawn,
•Flags (Can) :-
•Can Invoice,
•Flags (Has) :-
•Has Actions Future,
•Has Actions Outstanding (has non-future, non-approved actions),
•Has Alerts - Action Date (future alerts within X days, where X is the 'DateAlertDaysProjectActions' configuration setting),
•Has Alerts - Any,
•Has Alerts - Any Date (do any date alerts exist?),
•Has Alerts - Critical (require immediate attention e.g. actioning date is in the past),
•Has Alerts - Ethics Date (ethics alerts within X days, where X is the 'dateAlertDaysProjectEthics' configuration setting),
•Has Alerts - Insurance Date (insurance alerts within X days, where X is the 'DateAlertDaysProjectInsurance' configuration setting),
•Has Alerts - Other (Non Critical, Non Urgent),
•Has Alerts - Progress Report Date (progress report alerts within X days, where X is the 'DateAlertDaysProjectUpdate' configuration setting),
•Has Alerts - Urgent (are there any urgent alerts e.g. action date within the configured alert window),
•Has Amendments,
•Has Amendments Outstanding (are there any non-approved amendments?),
•Has Compliance Issues (are there any invalid or incomplete compliance questions?),
•Has Dispose On Or After Passed (can a project be disposed based on the specified 'Dispose On Or After' date?),
•Has Insurance,
•Has Severe Adverse Events,
•Has Timer Active,
•Has Timer Overdue (timer is overdue based on the 'ProjectTimerAlertDays' and 'DateAlertDaysProjectTimer' configuration settings),
•Has Updates Pending,
•Flags (Is) :-
•Is Archived (based on date or status),
•Is Closed (based on date or status),
•Is Discontinued (based on the status),
•Is Disposed (based on date or status),
•Is Insurance Required (based on project flag, so can check this against 'Has Insurance' criteria),
•Is Invoiced,
•Is Multi HREC,
•Is Suspended (based on status),
•Is Withdrawn (based on status).
Filter criteria relating to Meetings include :-
•Document Cutoff Date,
•Duration (hours),
•Meeting Date,
•Notes,
•Project Cutoff Date,
•Submissions Date,
•Has Alerts - Any (which looks for system alerts),
•Is Enabled.
Filter criteria relating to Researchers include :-
•Comments,
•Given Name,
•Initials,
•Surname,
•Has Alerts - Any (which looks for system alerts),
•Is Enabled.
Filter criteria relating to Sponsors include :-
•ABN,
•Key Contact,
•Name,
•Sponsor Type,
•Has Alerts - Any (which looks for system alerts),
•Is Enabled.
Filter criteria relating to HREC Members include :-
•Category,
•Comments,
•Given Name,
•Initials,
•Is Core NHMRC Category ?
•Is Institutional ?
•Name Prefix,
•Name Suffix,
•Surname,
•Tenure Commenced,
•Tenure Expired,
•Has Alerts - Any (which looks for system alerts like tenure expiry, etc),
•Is Enabled.
Filter criteria relating to Users include :-
•First name,
•Last Activity Date,
•Last Name,
•Third Party Id,
•User Name (Login),
•User Type,
•Has Alerts - Any (which looks for system alerts),
•Is Enabled.