The dashboard provides quick and easy access to system status and project status information.
Basic filtering is enabled on all paginated lists.
The "Include Migrated Data?" checkbox enables the inclusion or exclusion of any migrated data from the dashboard information. Data can be migrated into HRECTrack as part of the initial system setup.
A dropdown combo box also enables filtering by category.
The filter button applies the selected options to the paginated list.
Summary
The summary page contains a series of pie charts reflecting project status, project messages, and system messages.
All charts are images, so you can right-click the chart and select 'Copy' or 'Save picture as...' to include in your reports.
E-Docs / HREA
The E-Docs (Electronic Document Management) section of the dashboard allows Researchers and Administrators to upload certain electronic (i.e. non-paper) documents into HRECTrack
Broadly, these are :-
•HREA Application (zip file),
•HRECTrack PDF E-Docs.
HRECTrack PDF E-Docs include :-
• (Researcher) Application Form,
• Project Application Form,
• Progress Reports,
• Amendments,
• Severe Adverse Events, and
• Documents (default).
To upload file(s) :-
•choose them by clicking the button, or
•drag-and-drop them onto the button
then select the 'Submit' button.
Note that 'Submit' DOES NOT import the document into HRECTrack - it just prepares the document for import, which is a separate step!
The resultant uploads are listed, along with any errors or issues, with the following details :-
Status icons include :-
•Document type, specifically :-
• - Project / HREA
• - Progress Report,
• - Amendment,
• - Severe Adverse Event,
• - Researcher (Application)
• - Document / Other.
•Document Status :-
• - All Good,
• - Notices Exist,
• - Warnings Exist,
• - Errors Exist (will block importing)
Options include :-
• / - Project Edit link (if available),
• - Document Delete - to remove the document from the import list,
• - Import (Administrators Only),
• - Document Details pop up, including status information and field details,
• / - Document View (if available).
Where the import () option is available, selecting it will :-
•create the relevant database content (against the new/relevant project, and based on the HREA/PDF content),
•absorb the document into the system (against the relevant project),
•for HREA, absorb the other documents against the project,
•display the relevant HRECTrack edit page based on the document type.
Since the HREA application is a zip file, containing documents and data, the imported zip file will :-
•Attach the main application PDF as the key for the import, with all data attached and viewable via the option,
•Attach all other documents as 'children' to the application.
When the Researcher (or you) click the 'Submit' button for an HREA application, you'll see something like :-
Where (1) is the main application, with :-
• - Document Delete HREA application and also deletes all children,
• - Import - and also does all children listed below the application.
and (2) thru (7) are additional documents tied to the HREA application.
As there is a lot of data in the HREA on Researchers, these are also imported - and the usual rules apply for Researcher importing, namely a Researcher is deemed unique based on email address and surname, and existing Researchers will NOT be duplicated or updated by an import.
In addition, the original HREA zip is kept with the project, for audit purposes; so you can't get to it, or see it, but its stored safely with the other documents.
It's that simple!
See the section on Electronic Document Management for more technical details.
Messages By Project
This page provides a paginated list of messages by project. As such, each line represents a project, and the message(s) are listed under each project. This is the same listing that appears in the project header section of project page(s).
The filter contains the categories available to filter, and in brackets the (critical + urgent / future + other) counts for each category.
The status column has the usual status icons, functioning as per the Status for a project.
The option icons in the Project Title / Message(s) column function as per the Options for a project, drilling through to the relevant project page.
Please refer to Status Alerts for details on messages, and their alert colouring.
Messages By Date
This page provides a paginated list of messages by date. As such, each line represents a single message, and its associated project.
The filter contains the categories available to filter, and in brackets the (critical + urgent / future + other) counts for each category.
The status column has the usual status icons, functioning as per the Status for a project.
The option icons in the Project Title / Message(s) column function as per the Options for a project, drilling through to the relevant project page.
Please refer to Status Alerts for details on messages, and their alert colouring.
Past Reports
This page provides a paginated list of reports you have recently generated.
System Messages
This page provides a paginated list of system (non-project) messages by date. Each line represents a system message.
The status column indicates the area of the system message.
The Options column provides an edit option that drills through to the relevant edit page.
Current system messages include :-
•HREC Member tenure expiry.