Chapter 2. Module 2. DFdiscover Client Applications

Table of Contents

2.1. Tests & Requirements
2.2. Begin Module 2. DFdiscover Client Applications.
2.3. Send PDF images to DFexplore.
2.4. Verify the online user documentation. Open the Image Router and verify the appearance of the Welcome Image.
2.5. Open the Acceptance Test Study and verify the standard DFexplore views.
2.6. Start DFsetup and verify version information.
2.7. Verify the online setup documentation. Open the Acceptance Test Study setup and verify the standard DFsetup views.
2.8. End Module 2. DFdiscover Client Applications.

2.1. Tests & Requirements

  1. Verify the online user documentation. Open the Image Router and verify the appearance of the Welcome Image.

  2. Open the Acceptance Test Study and verify the standard DFexplore views.

  3. Start DFsetup and verify version information.

  4. Verify the online setup documentation. Open the Acceptance Test Study setup and verify the standard DFsetup views.

Estimate of Time Required: 20 minutes

2.2. Begin Module 2. DFdiscover Client Applications.

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

  2. Click 2. DFdiscover Client Applications followed by Begin to begin this module.

2.3. Send PDF images to DFexplore.

  1. Click Send Welcome Image to email a copy of Welcome_Fax.pdf to site_monitor. Clicking more than once will result in multiple pages arriving to your email inbox.

    [Note]Note

    Save the Welcome_Fax.pdf file received via email to your local computer. This file is required to complete the remainder of this module. Refer to Section 1.8, “Creating user accounts and assigning study permissions.” as a valid email address is required for site_monitor to receive the module specific PDF files.

  2. Start DFsend, login as user site_monitor as described in Section 1.9, “How to start DFsend.

  3. Click Add. From the Select PDF Files file selection dialog, locate the previously saved Welcome_Fax.pdf file. Select the file, Click Open.

    [Note]Note

    Alternatively documents can also be added by dragging-and-dropping the desired PDF files from a local file folder into the list area.

  4. Click Send. In Verify Password dialog, enter site_monitor in the Username field and the previously assigned password in the Password field. Click OK.

  5. In the resulting Send PDFs to DFdiscover dialog, confirm 1 success and 0 failure are shown. Click OK.

  6. Click Show Log to review the DFsend transmission history.

  7. Select File > Exit.

    [Note]Note

    Wait 2-3 minutes prior to proceeding to DFexplore.

2.4. Verify the online user documentation. Open the Image Router and verify the appearance of the Welcome Image.

  1. Start DFexplore, login as user data_manager and choose 254 Acceptance Test Study as described in Section 1.7, “How to start DFexplore.

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

  3. Select File > Close Study to exit the study.

  4. In the DFexplore login dialog, Click Image Router to start the Image Router. Locate the Welcome image by selecting the page from the list of documents in the CRF ID panel.

    [Note]Note

    Any pages that have been received and which DFdiscover could not identify as CRFs for any of the studies registered at your site, will be found in the Image Router. The Welcome image is added during initialization of the module. If there are more pages than the Welcome image in your Image Router window, you may need to locate the Welcome image in the list of images in the CRF ID panel.

  5. 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.

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

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

    The study selection dialog is presented.

2.5. Open the Acceptance Test Study and verify the standard DFexplore views.

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

    [Note]Note

    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 data_manager, and click Login to view the study selection dialog. Then highlight the entry for 254 Acceptance Test Study and click Continue.

  2. 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.

  3. 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]Note

    The record retrieval dialog displays the last retrieval mode from the session preferences for each user on each computer. If data_manager 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.

  4. 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.

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

  6. Double-click the 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 the site.

  7. Double-click the 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 30 : Study Termination visit. Click it to make it the active page in the main data window.

  8. 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:

    • CRF Type from Default to Dutch

    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.

  9. 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.

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

  11. Double-click the 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 0 : Screening Visits. Click it to open the page in the main data window.

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

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

  14. 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.

  15. 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.

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

  17. 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.

  18. 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.

  19. Select View > Status to switch to Status View.

    [Note]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.

  20. Select View > Dashboard to display the Dashboard View. Click ..., select Record status tabular view and Record status chart. Click OK.

  21. Select View > Schedule to display the Schedule View. Click Refresh to display the scheduling information.

  22. Select File > Exit to exit DFexplore.

2.6. Start DFsetup and verify version information.

  1. Start DFsetup, login as data_manager and choose 254 Acceptance Test Study as described in Section 1.8, “How to start DFsetup.

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

  3. Click Help > About. Confirm that the version information in the dialog matches the installed software version.

2.7. Verify the online setup documentation. Open the Acceptance Test Study setup and verify the standard DFsetup views.

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

  2. 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]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.

  3. 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.

  4. 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 2.5, “Open the Acceptance Test Study and verify the standard DFexplore views.”.

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

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

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

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

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

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

  11. Select File > Exit to close DFsetup.

2.8. End Module 2. DFdiscover Client Applications.

  • Return to the DFATK application. Click End to confirm successful completion of Module 2. DFdiscover Client Applications.