Upon logging into Discovery, the User will begin at the Study Manager - My Calendar view. While the menus in this view may alter depending on role, the content above the Main Navigation Menu (see blue navigation bar below) remains constant through the Discovery System (e.g. Help, Data Manager, etc).
Many Users will change the starting page to be the All Participants Page.
The participants that are viewed will depend on the User Role, Case Ownership, and Site access.
In the All Participants view, Users see a Data Grid containing all of the Participants to which they have access to based on 1) assigned case ownership, 2) the roles and permissions defined during study configuration, and 3) the Site to which the User is associated.
In the upper right corner of the screen is a Study Drop Down field.
If a User has access to more than one study the User can toggle to another study by selecting it from this drop down list.
Participant Management - This section of the Discovery application provides Users with easy access to participants in the study. It includes two views:
Study Workflow - This section of the Discovery application provides Users with a means to view a list of participants and their completion status:
Reporting - This section of the Discovery application provides Users with access to Discovery’s standard and custom reports.
Administration- This section of the Discovery application provides administrators with access to study set up and configuration menus.
The Take Action drop-down provides access to the actions that are available for a particular Data Grid.
Data Grids appear throughout Discovery, and are means to display information on various aspects of the Study, such as Participants, Study Tasks, and Participant Definitions. Data Grids have common features, such as the ability to Sort by any column, to expand the width of any column, to interact with each row of the Grid through icons, to choose the desired columns to view, and to Take Action on any individual or group of rows.
Register Issue - Clicking on this hyperlink allows Users to log a question to the system administrator. Issues that are registered within the system can be viewed (and responded to) by the system administrator.
Discovery Version - Displays the current installed version of Discovery.