Start DFATK as described in Module 1 (Installation & Initialization).

Click Module 2 followed by Begin to begin this module.

Start DFexplore In the DFexplore login dialog, enter the name for DFdiscover Server that has been provided by your administrator. (This will differ from the value shown here.) Enter valid1 in the Username field and the previously assigned password in the Password field. Click Login to login.

During the first login of valid1 a new password must be chosen. Choose and enter a new password in both the New Password and Confirm Password fields. Click OK to set the new password and dismiss the dialog. Choose 254 Acceptance Test Study, click OK. If your DFdiscover server does not allow the re-use of previous passwords, you will be required to set valid1's password to something other than the initial password chosen previously. The password you choose must satisfy the password requirements specific to your DFdiscover server and will be needed in the remainder of the modules.

Select Help > Topics to access the documentation. In the documentation window, confirm the documentation version number. Select File > Close to dismiss the documentation window.

Select File > Close study to exit the study.

Print the Welcome image from the Image Router by selecting Page > Print. Choose your locally installed printer, choose All for Page Range, and click Print.

Delete the Welcome image from the Image Router by selecting Action > Discard. Click OK to confirm the discard action.

Select File > Close Image Router to exit the Image Router.

The study selection dialog is presented.

In the study selection dialog, highlight the entry for 254 Acceptance Test Study. Click OK.

Note

If user valid1 has only one study defined and Allow access to image router is not enabled within DFadmin the study selection dialog is not displayed. If this step is performed within 60 seconds of closing the Image Router window, the Username, Password and list of studies are still visible. If more than 60 seconds have elapsed, you will first need to re-enter the Password for valid1, and click Login to view the study selection dialog. Then highlight the entry for 254 Acceptance Test Study and click OK to continue.

Select File > Preferences. In the Preferences dialog, open each panel and set the options exactly as illustrated. When finished, click OK to save the settings and close the dialog.

Select View > Image to make Image view the current view. Set Quantity = 25. Do not change any other settings in the Automatic Retrieval dialog and click OK to retrieve the new documents.

Note

The record retrieval dialog displays the last retrieval mode from the session preferences for each user on each computer. If valid1 previously used DFexplore in another mode, you may not see the Automatic Retrieval dialog that is illustrated. You may see a different record retrieval dialog. When this happens, click Cancel in that record retrieval dialog. Then select Select > Automatic Retrieval and, as necessary, correct the settings in the resulting dialog so that they match the illustration.

Image view becomes the current view 12 new records are displayed in the record list panel, and the first record is highlighted. The main window displays the data record in the top pane and document image in the bottom pane.

Select View > Data to change to Data view. In the confirmation dialog, click OK to release the set of image records.

Double-click entry for Site 99 - Hospital #99 in the record list panel. The site opens to display the subject list. The subject list displays all enrolled subjects and the next 5 potential subjects for each site.

Double-click entry for Subject 99004 to list all visits for that subject. Select Subject > Expand All Visits. In the record list panel, locate the 6: Form 6 entry belonging to the Study Termination assessment. Click it to make it the active page in the main data window.

6: Form 6 has been defined in the study setup with colored, multi-language backgrounds as well as the default black/white English background for the data entry screen. Select File > Preferences. In the Preferences dialog, change:

Click OK to save the preferences and close the dialog. Confirm that the background CRF in the data window has refreshed to the Dutch version.

Re-select File > Preferences. Change the Background Options choice for CRF Type from Dutch to Spanish. Click OK to apply the preferences and close the dialog.

Re-select File > Preferences. Reset the Background Options for CRF Type to Default. Click OK to save the preferences and close the dialog.

Double-click entry for 99001. This closes 99004 and opens the list of visits for 99001. Select Subject > Expand All Visits to open all visits and pages for subject 99001. In the record list panel, locate 1: Form 1 under Screening Visits. Click it to open the page in the main data window.

Select View > Queries to switch to Queries View. Select Show > All Queries to display all queries for the current subject.

Select View > Reasons to switch to Reasons View. Select Show > All Reasons.

Select View > List to switch to List View. Confirm that the Plates & Metadata tab is highlighted at the top of the record list panel. Click 001 - Blood Pressure Screening Visits from the list of plates.

Choose the Modules tab at the top of the list panel to display a list of all modules defined for the study. Click Demographics - Patient Demographics module.

Select View > Batch Edits to switch to Batch Edits View.

Select View > Reports to switch to Reports View. In the reports list panel, double-click DFdiscover Reports followed by Legacy Reports. Highlight the report DF_PTcrfs from the list of legacy reports.

In the Specify field, enter the report option -i 99001. Click Run to run the report for subject 99001. Examine the output displayed in the output window.

Select View > Status to switch to Status View.

	Note
	Any pages that have been received and which DFdiscover could not identify as study CRFs will be found in the Image Router. As a result, the number of Images awaiting review in Image Router may differ from what is shown here.

Select View > Dashboard to display the Dashboard View.

Select File > Exit to exit DFexplore.

Start DFsetup.

In the login dialog, click Help and choose About DFsetup. Confirm that the version information in the dialog matches the installed software version. Click X to close the version information dialog.

Enter the name for DFdiscover Server that has been provided by your administrator. Enter valid1 in the Username field and the previously assigned password in the Password field. Click Login to login.

In the studies selection dialog, highlight the entry for 254 Acceptance Test Study. Click OK to continue.

Choose View Only and click OK to continue. The main DFsetup window opens.

Select Help > Topics to access the documentation. In the documentation window, confirm the documentation version number. Select File > Close to dismiss the documentation window.

Select any plate entry in the Plates-Modules-Fields list panel to make that plate the active plate. The main window is refreshed with the CRF view of the plate definition, which includes widgets for all modules and fields. Click any field widget on the current plate to make that field the active field.

	Note
	DFsetup remembers the last active plate from your previous DFsetup session so your main DFsetup window may display a different plate as the active plate.

Select the 2 - Patient Entry Form entry from the list panel to make plate 2 the active plate. Click Field List to replace the CRF view with a listing of all plate 2 fields and their properties. Click CRF to return to the CRF view of plate 2.

Select the entry for 6 - Patient Evaluation Report from the list panel to make plate 6 the active plate. Examine the CRF List panel displayed in the bottom-left of the screen. Each entry represents a unique multi-language color background associated with plate 6. This study database has been defined to include colored, multi-language CRF backgrounds for plate 6, with the default background being black/white English. The default English background and some of these multi-language backgrounds were accessed previously in Section 2.4, “Open the Acceptance Test Study and verify the standard DFexplore views.”.

From the CRF List panel, choose the entry 30 Dutch.

Select File > Preferences. In the Preferences dialog, choose Color for Background Color. Click OK to close the Preferences dialog.

From the CRF List panel, choose the entry 30 Spanish.

Return to the default (English) CRF background for plate 6 by choosing the DEFAULT in the CRF List panel.

Select View > Sites to open the Sites editor. Review the contents.

Select View > Visit Map to open the Visit Map editor. Visually confirm that the expected contents are displayed. Click Done to close the editor.

Select File > Exit to close DFsetup.