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Overview

The Subjects Explorer page of the PHC allows you to search for any subjects within your project by using a filtering system.

Subjects Explorer

Filtering options are available on the left side of the Subjects Explorer screen (Standard, Advanced, and Cohorts), and the results of your filtering are presented in a table on the right half of the screen under the Subjects tab. The colored oval above the Subjects Explorer table tells how many subjects match your chosen filter(s). If no filters are chosen, the table will show all subjects in your project.

Filters

Filters help you sift through all subjects in your project to find only the subjects you want displayed. Filter categories can be expanded (clicking the "+" sign) to see more filtering options, or collapsed (clicking the "x").

When you select a filter (checkbox), the Subjects Explorer table will automatically update to show all subjects that match the filters selected. Likewise, the number in the colored oval above the table will update to reflect the new filter. Also, beside the filter category you have selected is a number that represents the number of subjects matching the filters in that category.

You can set an unlimited amount of filters in the Subjects Explorer.

Filters remain intact within the same browser, across different login sessions or even if you click away from that page.

Standard Filter Example

In this example, we want to find all subjects within our project named Tom that have been assigned a survey. To do this, we will select 2 filters from two different categories under the Standard tab in Subjects Explorer.

  1. Set the first filter to be subjects named Tom:

    a. Click the "+" beside Subject Identifiers

    b. Be sure you are in unmasked mode (the eye icon in the top right-hand corner of the screen should look like this unmasked mode. If it doesn't, click on it once to change it to unmasked mode.)

    c. Under Subject Name, type "Tom"

    d. Click the "x" in the top of the Subject Identifiers box to close it

    Note: The table should now show your single subject named Tom in the Subjects Explorer table. The colored oval above the table will be green and say "1 filtered subject". And there is a green dot beside Subject Identifiers letting us know we are filtering on that category.

  2. Set the second filter to be Subjects Assigned a Survey:

    a. Click on the "+" beside Surveys

    b. Under the Survey Assignment dropdown, select the name of the survey assigned you want as your filter.

    c. You can select the All versions of the survey checkbox (recommended) or you can uncheck this and specify with the dropdown, which survey version you want as your filter.

    Note: The number beside Survey Assignment is 5, representing 5 subjects that have been assigned the survey we have chosen for our filter. If we click the "x" and compress the Survey category, we will now also see a green dot beside this category, reminding us we are filtering on that category. Our Subjects Explorer table will only show 1 subject because only 1 subject is named Tom AND has been assigned a survey.

Filter Terms

  • Filter Tree - The Filter Tree is a layout of your selected filters and their Logical Operators. Filter Trees are found on the Advanced tab of the Subjects Explorer page.

  • Logical Operator - A Logical Operator is the root of the filter tree. Each Logical Operator represents a grouping of filters (one or more filters) you've selected. Logical Operator conditions can be set to:

    • "Subjects in EVERY sub-filter" (show me anyone who meets this filter AND this other filter)
    • "Subjects in ANY sub-filter" (show me any anyone who meets this filter OR this other filter)

    • "Subjects in NOT IN ANY sub-filter" (show me anyone who does NOT meet this filter)

  • And - In regards to filters, the word And refers to the subject(s) who match both the criteria of one group/filter and another group/filter. To set the And command for the filters in your filter tree, go to the Logical Operator Settings (in the Advanced filter tab) and select “Subjects in EVERY sub-filter”. E.g., If you select filters for male subjects, subjects who smoke, and subjects who do not smoke your table will show no subjects because a subject cannot be both a smoker AND a non-smoker at the same time.

  • Or - In regards to filters, the word Or refers to the subject(s) who match either the criteria of one group/filter or another group/filter. To set an Or command for the filters in your filter tree, go to the Logical Operator Settings (found in the Advanced tab) and select “Subjects in ANY sub-filter”. E.g., If you select filters for male subjects, subjects who smoke, and subjects who do not smoke, your table will display all males that answered yes to either of those questions.)

  • Not - In regards to filters, the word Not refers to any subjects that do not meet the selected filter. To set the Not command for the filters in your filter tree, go to the Logical Operator Settings (found in the Advanced tab) and select “Subjects in NOT IN ANY sub-filter”.

There are three filtering option tabs on the left side of the Subjects Explorer screen:

  • Standard - The filter options in this tab are simple with only one Logical Operator. You can click checkboxes, select from dropdown menus, and input values to define these basic filters.
  • Advanced - The filter options in this tab allows you to make more complex filters with multiple Logical Operators. You can also see the filter tree and adjust whether you want to your filters to be "Anded" (meeting one filter and another), "Ored" (meeting either one filter or another), or "Not" (not meeting the filter criteria).
  • Cohorts - The options in this tab allow you to filter using existing cohorts, as well as update, create, or remove a cohort.

Subjects Explorer tabs

Action Buttons

Subjects Explorer Actions

Action Buttons are clickable buttons that perform an action on the selected subjects in your project. Action Buttons are located above the Subjects Explorer table.

To use an Action Button:

  1. In the Subjects Explorer table, select the subjects you want to perform the the action on by clicking the checkbox beside their name. You can also select all subjects in the table by clicking the checkbox in the header of the table.
  2. Click the Action Button that corresponds with the action you wish to perform.
    • Invite - Invites users to share their data
      • Invite via LIFE Extend (Android/iOS)
      • Invite via PHC (Web)
    • Assign
      • Assign Survey
      • Assign Consent
    • Cohort
      • Create Cohort
      • Add to Cohort
      • Remove from Cohort
    • Delete Subject - Only users with Delete Data ABAC privileges can do this – this cannot be undone) Clicking this will delete the subject for the project. You will be asked a challenge question to ensure you don't accidentally delete a subject as this cannot be undone.

Subjects Explorer Selection

Configuring the Subjects Explorer Table

Users with the Administer Layouts ABAC privilege can configure the settings for the Subject Explorer Table. Editing is done by clicking on the settings gear icon in the top right corner of the Subject Explorer. The Subject Explorer Table Configuration page will open. This page has options to configure the Table Columns and select which Row Actions you wish to display.

Table Columns – Here you can determine what users will see in the Subject Explorer viewer. Clicking the plus sign "+" lets you add a column beneath the column. Clicking the ellipses "..." lets you edit a column name, move a column up, move a column down, or delete a column.

To add a Table Column:

  1. Determine where you want the new column to be located in the table list and click the plus sign "+" next to the column above where you want the new column to be located.
  2. From the list that opens, select your new column. Options include:

    • Subject ID
    • First Name
    • Last Name
    • Gender
    • Status

    This will now appear below the column in which you had clicked the plus sign.

  3. Click the "X" in the top right of the Subject Explorer Table Configuration to close it. The Subject Explorer will now include your new column and any data affiliated with it.

To edit, move up, move down, or remove a column:

  1. Click on the ellipses "..." beside the table column name you wish to edit, move, or delete.
  2. From the list that opens, select from:

    • edit column – lets you edit the name of the column header
    • move column up – the column will change places with the column above it
    • move column down – the column will change places with the column below it
    • delete column – removes the column from the Subject Explorer Viewer

Row Actions - Users with the Administer Layouts ABAC privilege can also select what Row Actions or viewing options are available for each subject (these are the icons to the right of each subject in the Subjects Explorer table). Options include:

  • View in Subject Viewer
  • View in Subject Viewer in a new tab
  • View in Omics Explorer
  • View qualifying advanced filters for subject – if you’ve used advanced filters and click this icon, you can enter the Advanced tab of Subjects Explorer and view a map of the tree of filters qualifying this subject for the filter. The filters that qualify them have a colored frame around them. (see .gif below) Subjects Explorer Filters Met

Last update: May 15, 2020