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

Click Module 10 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. Enter valid1 in the Username field and the previously assigned password in the Password field. Click Login to login.

From the list of available studies, select the 254 Acceptance Test Study then click OK to open its database.

Select View > Status. Examine the Queries table to view the status and count of all queries in the database.

Open the Graphics section and select the toggle button for by status. Confirm the count of Pending and Outstanding queries.

Select View > List. select the Plates & Metadata tab.

Click metadata - Queries from the plate list to display information about database queries.

Select Select > Search from the menubar to specify a set of query search criteria. In the resulting search dialog, check (enable) the Usage = external, click Update to update the dialog with details and a count of external queries.

Click Done to close the Search dialog.

Select View > Reports to change from List View to Reports View.

Double-click DFdiscover Reports then Legacy Reports list by clicking the >. Select the report name DF_XXkeys from the list. Click Explain to view a detailed description of the report. As options do not exist for this report, click Run to execute DF_XXkeys.

In Step 2, DF_XXkeys detected an illegal visit date. As indicated by the message in the reports window, a data retrieval file called VDillegal.drf was created. This file contains the plate(s) on which the illegal visit date was detected, and can be reviewed and edited in DFexplore Data View. Click Close Report to close the report output window. Select View > Data to change to Data View.

To review the data retrieval file created in Step 2, select Select > By Data Retrieval File. In the retrieval file dialog, set:

To locate the data retrieval file VDillegal.drf, click ... next to Select from file option. In the file selection dialog, choose the file VDillegal.drf, then click OK.

Click OK in the dialog. Click OK in the resulting confirmation dialog to retrieve all data records having illegal visit dates.

Click anywhere in the page background to make it active for data entry. Starting with the Follow-up choice field, press Tab to advance to the Visit Date. The Visit Date value has been entered as 04/17/97 (an illegal date), rather than 04/07/97 as shown on the CRF image. Enter the correct date and press Tab to exit the field.

As problems no longer exist on the corrected page, the page can be saved to the database with a status of Final. Click Final to save the page.

Select View > Reports to return to Reports View. Again choose the report name DF_XXkeys from the list and click Run button. Confirm that the output no longer reports illegal visit dates.

Choose DF_QCupdate from the list of Legacy reports and click Explain to view a report description. Do not enter any options in the Specify field and click Run to update the Query database.

A user requires unrestricted permissions to execute DF_QCupdate. As user valid1 is restricted to database Modify and Write levels of 0-4 (as set in Chapter 1, Module 1: Installation and Initialization), it is not possible to execute DF_QCupdate successfully. Click File > Exit to close DFexplore.

In order for valid1 to be able to successfully execute DF_QCupdate, the role permissions must be changed at the DFdiscover system level. Start DFadmin. Enter your server name as the value for DFdiscover Server, datafax in the Username field, and the value for Password assigned to datafax. Click Login.

In DFadmin, select the Roles tab to open the Role definition window. Select 254 Acceptance Test Study from the list of studies.

Select the role valid1 permissions from the Roles list. Click Permissions tab to open the permissions for editing.

Change the Get Level from 0-4 to ALL, and the Modify and Write Level settings from 0-4 to 0-7. Select File > Save or click Save to apply and save the level changes.

Select File > Exit to exit DFadmin.

Start DFexplore and login to the 254 Acceptance Test Study as described in Section 10.3, “Obtain database query metrics and details using Status and List Views to review all outstanding queries prior to query report creation.” as user valid1.

Select View > Reports.

Double-click DFdiscover Reports, expand Legacy Reports by clicking >. Choose DF_QCupdate from the list of reports. Click Run to re-execute DF_QCupdate with the correct database permissions.

Choose DF_QCreports from the list of Legacy Reports and click Explain to view a report description.

Do not enter any options in the Specify field so that a complete query report is generated. Click Run to execute DF_QCreports.

	Note
	DFdiscover report numbers are comprised of a site number followed by the date of report creation (as yy/mm/dd). The two are separated by a hyphen. Your Query report has been created for Site 99 and the date of creation is the date on which DF_QCreports was executed (i.e.today).

To print the output displayed, select File > Print. In the Print dialog, the Printer Name field contains the name of your printer. Click Print. Keep this printout to reference the query report number in Section 10.12, “Comparing several examples from the printed query report against their corresponding queries in the study database.”. Click Close Report to close the report output window.

Select View > Status. Click Refresh to update the database counts. Examine the Queries table to view the status and count of all queries in the database.

Note

The counts in the Queries table have changed because the query database has been updated by the running of the report DF_QCupdate in Section 10.6, “Execute DF_QCupdate to update the query database and lock all records for query report generation.”. If applicable, DF_QCupdate will create new queries for missing pages and overdue assessments based on the study scheduling information present in the study visit map files.

Select View > List.

Click metadata - Queries to display information about database queries.

Select Select > Search to specify a set of query search criteria. In the resulting search dialog, Select (enable) Usage = External and click Update to update the dialog with details and a count of external queries.

Click Done to close the dialog.

Select View > Reports.

From the list of Legacy Reports, select DF_QCstatus and click Explain to view a report description. As a query report was created but not sent, click Run to obtain the status of all query reports currently in the study QC/NEW directory.

Click Close Report to close the report output window.

To display the query report created for Site 099 - Hospital #99, choose DF_QCview. Click Explain to view a description of the report. As the report for Site 099 - Hospital #99 still resides in the QC/NEW directory (it has not yet been sent to the site), click Run to execute DF_QCview.

Click Close Report to close the report output window.

Print a copy of the query report for Site 099 - Hospital #99 by choosing DF_QCprint. Click Explain to view a description of the report. Enter -u number of your query report in the Specify field, to print the newly created, but unsent report. Click Run to execute DF_QCprint.

	Note
	If you do not have a printer connected to the DFdiscover server or if you are a hosted client, the query report will not be printed. Instead you can choose to print the query report displayed in the DF_QCview output window from the previous Step 1.

Click Close Report to close the report output window.

In the printed query report, find the entries for patients 99002 and 99004 in the FAX/REFAX section of the report. For patient 99002, locate the entry for Form 9, AE Report 011 having multiple queries in the Intensity field. For Patient 99004, locate the entry for Form Number 4, Pg 1 having the problem “Missing Page”. Form 4 corresponds to Plate 4 in the database. Now locate the entry for Form Number 2, having the problem “Pulse beats/minute (Missing)”. Form 2 corresponds to Plate 2 in the database.

Select View > Data.

Select Select > By Data Fields. In the dialog, set:

Click Done then OK to apply the record selection criteria and retrieve the applicable pages.

Highlight the 9: Form 9, AE Report 011 page in the page list. Press Tab to advance through the fields until the Intensity becomes the current field. Confirm that this field is blue and the QC count “2” is displayed on the field widget. Examine the Query window to view the details of the queries. Verify that the information in the Query window is consistent with the corresponding printed Query report.

In the record list, double-click entry for subject 99004.

Press Tab to advance to the Pulse field to make it the current field. Verify that the field is blue (indicating that an outstanding query exists). Examine the Query to view the details of the query.

Examine the record list for an entry for Form 4 for Subject 99004 (identified as a Missing Page on the query report).

Select Select > All Records. Confirm the settings:

Click OK to release the task set and display all records in the database.

Select View > Reports.

Choose DF_QCfax and click Explain to view a description of the report. Send the query report generated in Section 10.7, “Execute DF_QCreports to create a standard, 3-part external query report for a study site.” to a valid email address. Enter -f mailto:user@localhost in the Specify field, substituting “user@localhost” with your email address as defined on your mail system. Click Run to execute DF_QCfax..

Wait for several minutes, then check the recipient's email account for the arrival of the query report emailed in Step 2. Once the report has arrived, click Close Report to close the report output window.

Select View > Status. Click Refresh to update the database counts. Examine the Queries table to view the status and count of all queries in the database.

	Note
	The counts in the Queries table are the same as those in Step 1 because queries have been sent to the site but not resolved.

Select View > List, click Plates & Metadata.

Select File > Preferences. Click List View to expand and click Label for Display coded field as, click OK. To display information about database queries, click metadata - Queries.

Select Select > Search to specify a set of query search criteria. In the resulting search dialog, select (enable) Usage = external. Click Update to update the dialog with details and a count of external queries.

Click Done to close the Search dialog.

Select File > Exit to close and exit DFexplore.