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Overview

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

Subjects

Filtering options are available on the left side of the Subjects screen (Standard, Advanced, and Cohorts tabs), and the results of your filtering are presented in a Subjects Table on the right half of the screen.

The colored oval above the Subjects Table tells how many subjects match your chosen filter(s). If no filters are chosen, the table will show all subjects in your project.

Action buttons are located above the Subjects Table. These are shortcuts for actions you want to perform on the selected subjects (these are only accessible once you select at least one subject).

Above the Action Buttons is the Subjects tab and the Insights tab. The Subjects tab lists the subjects in your project that meet the filters selected. If no filters are selected, you will see all subjects in the project.

Insights

The Insights tab within Subjects (seen below) lets you visualize the data of the filtered subjects in graphs. While similar to the Insights tab on the side bar of the PHC interface, there are some key differences.

Insights

The side bar Insights is mainly useful if you wish to make new custom layouts/graphs to display your patient data. You can only use Cohorts to see a collection of data from various patients. Filters and Saved Filters are not available in the sidebar Insights page.

Insights Sidebar

The Insights tab within Subjects allows you to use Cohorts, filters, and Saved Filters to select the subjects whose data you wish to visualize in Insights. The one limitation of this is that users cannot create custom graphs/layouts. All projects will have a demographic layout available to view, and if other layouts exist for the project (created in Insights by users with ABAC privileges allowing them to create layouts), they will be available as a dropdown selection.

Filters

Filters help you sift through and find only the subjects in your project you wish to display. 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 table will automatically update to show all subjects that match the filters selected and the number in the colored oval above the table will update to reflect the new filter. The number beside the filter category selected represents the number of subjects matching that filters.

You can set an unlimited amount of filters in Subjects.

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


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 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”.


Create a New Subject

Create Subject

You can add a new subject into your project by clicking the Create Subject button at the top of the page. This option is only available in unmasked mode .

If you try to click Create Subject while in masked mode , a window will open and alert that you must be in unmasked mode to complete this action. To switch from masked mode mode to unmasked mode , simply click the eye icon in the top right corner of the screen.

Once you click the Create Subject button, a new screen will open where you can enter your subject's information.

Add Subject


Filtering Options: Standard, Advanced, and Cohorts

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

Subjects tabs

  • 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 your filters to be:
    • "Anded" (meeting one filter and another)
    • "Ored" (meeting either one filter or another)
    • "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.

Action Buttons

Subjects Action

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

To use an Action Button:

  1. In the Subjects 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
    • Nudge
      • Send Email - allows you to write a subject and message to a subject via email
      • Send Notification - allows you to write a subject and message to a subject via push notification
    • 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. Multiple subjects can be deleted at one time, simply by selecting multiple subjects then clicking "Delete Subject"
    • Add to Engagement - If a user with the Engagement Admin ABAC privilege has enabled Engagement Flow, this option will allow other users to add subjects to the Engagement Flow process
    • Export Demographics -Users with the downloadFile ABAC privilege can use this button to export the subject demographics in a .CSV file

    Coming Soon

    • Export Consents - Users with the downloadFile ABAC privilege can use this button to export the subject consents in a .CSV file
    • Export Survey Results - Users with the downloadFile ABAC privilege can use this button to export the subject survey results in a .CSV file

Subjects Selection


Subjects Table

The Subjects Table is found on the right side of the Subjects screen, This table displays any subjects in the current project that meet the filtering criteria you've selected.

Configuring the Subjects Table

Users with the Administer Layouts ABAC privilege can configure the settings for the Subjects Table, selecting what columns are visible to users.

To configure the Subjects Table:

  1. Click the settings gear icon in the top right corner of the Subjects table. Subjects Table Config
  2. The Subjects Table Configuration page will open. Subjects Table Config Page This page includes options to:
    • Configure the Table Columns
    • Select which Row Actions you wish to display

Table Columns

Subjects Table Columns

Users with the Administer Layouts ABAC privilege can determine what columns of information users will see in the Subjects Table.

To add a Table Column: Add column

  1. Determine where you want the new column to be located and click the plus sign "+" next to the column above where you want the new column to be located (in the Subjects Table the new column will be placed to the right of the column in which you clicked the "+").
  2. From the list that opens, select your new column. Options include:

    • Subject ID
    • First Name
    • Last Name
    • Full Name
    • DOB
    • Gender
    • Status
    • Email
    • Phone #
  3. Click the "X" in the top right of the Subjects Table Configuration to close it. The Subjects Table will now include your new column and any data affiliated with it.

Edit, Move, or Delete 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 Subjects 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 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 and view the filter tree. The qualifying filters have a colored frame around them (see .gif below).

Subjects Filters Met


Last update: 2020-08-20