Create a Review List
To Create a New Review List:
- Select the New button from the right side of the Review List Manager. The Review List Properties dialog will open.
- Specify the properties, then select OK. The Review List Editor will open.
Example: Dr. Beckett is the PI for two studies. At the beginning of every month, Dr. Beckett must review batches performed on specimens in his studies. He creates a Review List for each study showing the Data Entry and Requisition batches which have been completed in the previous month. After creating the Review Lists, Dr. Beckett assigns them to one of his graduate students to review each batch individually.
View a Review List
To View an Existing Review List:
- Select the list to be viewed from the manager table.
- Press the View button on the right side of the manager. The list will open in View Mode.
Edit a Review List
To Edit an Existing Review List:
- Select the list to be edited from the manager table.
- Press the Edit button on the right side of the manager. The list will open in Edit Mode.
Editing Review List Items
To add an item to a Review List:
- Select the Add Rows button from the toolbar or from the Edit menu in the Review List Editor.
- Manually input Item ID and Review Item Status.
Alternately:
- Select the Add Items button from the toolbar or from the Edit menu in the Review List Editor. The Add Items dialog will open.
- Input search criteria, either using the default criteria or selecting from the dropdown menu. This dialog behaves in the same way that the Standard Search dialog does.
- Select OK to add the items to the list or Cancel to exit the dialog without adding the items.
To remove an item from a Review List:
Items can only be deleted from a Review List if their status is Pending.
- Select the item(s) to be removed.
- From the toolbar or the Edit menu dropdown, select Delete Row.
- Press the Yes button to confirm the delete row or No to cancel and exit the dialog without deleting the row.
To view items in a Review List:
- Select the item(s) to be viewed.
- Select the View Selected Items button, from either the toolbar or the Edit menu. The item(s) will open in View Mode. If multiple items are selected they will open in separate windows.
Delete a Review List
To Delete a Review List:
A Review List may only be deleted if all items in the list have a status of Pending and there are no unresolved discrepancies.
- Select the list to be deleted from the manager table.
- Press the Delete button on the right side of the manager. The Confirm dialog will open.
- Select Yes to confirm the request and delete the list. Alternately, select the Cancel button or the red "X" in the upper right corner of the dialog to cancel the request and exit the dialog without deleting the list.
Complete a Review List
To Complete a Review List:
A Review List can only be completed if all items in the list have a status of Completed and there are no unresolved discrepancies.
- Select the list to be completed from the manager table.
- Press the Complete button on the right side of the manager. This will change the status of the Review List to Completed. Users may need to refresh the screen before the new status will be visible.