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Comment: Replaced more TBDs based on wording in legacy documentation & observations in the GUI on the QA tier.

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  1. Open a supported browser:
    • Chrome
    • Firefox
  2. Navigate to the following portal:

    https://wmonedata.nci.nih.gov/

    The home page appears. 

  3. From the View menu, select Browse and then select Forms

  4. Specify one or more search criteria, as described in the following table: 

    FieldInstructions
    Form NameType all or part of the form name. (To adjust search scope, click the Advanced Filter icon.)
    Public IDEnter a public ID. (TBD: No wildcards? No partial strings? No multiple ID field?)
    Owned BySpecify the context that has administrative authority to edit and update the form.
    Registration StatusSelect one or more registration statuses. For details, refer to Registration Status - 2022-01-10.  (To adjust search scope, click the Advanced Filter icon.)
    Workflow Status Select one or more workflow statuses. For details, refer to Workflow Status - 2022-01-10. (To adjust search scope, click the Advanced Filter icon.)
    Latest VersionSelect one of the following options:
    • To search for the latest version of the form, select  Yes.
    • To search for all versions except the latest version, select  No.
    • To search for all versions, clear this field. (That is, set it to  Select Value.) 
    Created BySelect one or more names of people who created forms. 
    Last Modified BySelect one or more names of people who modified forms. 
  5. In the fields that have a Select a Value icon, you can select one or more values. Click the Select a Value icon next to the field. A Reference Data Panel appears. 

    • To select one value: Click the value name. The value name appears in the field. 
    • To select one or more values: Click the checkbox for each row you want to include. Click Set Values. The field indicates how many values you have set. 
  6. You can also create your own query to search, by specifying an explicit "where" clause.
    1. Click the Advanced Filter icon.
    2. Under Filter Options, select a column and then click >>. The name of the selected column appears in the text box.
    3. Complete the query string. (For example, if your query string is "a.CURRNT_VER_IND=1" when you click Apply Filter, the system returns all items of the latest version.)
  7. If necessary, you can specify additional criteria using a child filter. For details, click one of the following links:

    Expand
    titleSpecify Criteria for Form Attributes
    FieldInstructions
    CategorySelect a category.
    TypeSelect a type (CRF or Template).
    Expand
    titleSpecify Criteria for Alternate Names
    FieldInstructions
    Alternate NameType all or part of the alternate name. (To adjust search scope, click the Advanced Filter icon.)
    Alternate Name TypeSelect an alternate name type.
    ContextSelect one or more contexts.
    Expand
    titleSpecify Criteria for Alternate Definitions
    FieldInstructions
    Alternate DefinitionType all or part of the definition. (To adjust search scope, click the Advanced Filter icon.)
    Definition TypeSelect a definition type.
    ContextSelect a context. (TBD: Is it okay that this is a drop-down list, whereas the Context field for other child filters are all multi-select lists?)
    LanguageSelect a language.
    Expand
    titleSpecify Criteria for Classifications
    FieldInstructions
    CS|CSISelect one or more classification schemes or classification scheme items.
    CS ContextType all or part of the classification scheme context. (To adjust search scope, click the Advanced Filter icon.)
    CS Long NameType all or part of the classification scheme long name.
    Expand
    titleSpecify Criteria for Reference Documents
    FieldInstructions
    Document NameType all or part of a reference document name. (To adjust search scope, click the Advanced Filter icon.)
    Document TypeSelect a document type.
    Document TextType all or part of a reference document text. (To adjust search scope, click the Advanced Filter icon.)
    ContextSelect one or more contexts.
    Expand
    titleSpecify Criteria for Protocols
    FieldInstructions
    ProtocolSelect one or more protocols. (TBD: The Form Builder User Guide said, "This option is applicable only when searching for case report forms". Is this true for this field, too?)
    Expand
    titleSpecify Criteria for Modules
    FieldInstructions
    Display OrderSpecify the numeric value assigned to the module for the display order.
    Number of RepetitionsSpecify the numeric value assigned to the module for the number of repetitions.
    ModuleSelect one or more modules. 
    Module NameType all or part of the module name. (To adjust search scope, click the Advanced Filter icon.)
    Module IDSpecify the module ID. 
    Owned ByType all or part of the owner name. (TBD: Is it okay that this is an editable text box, whereas the Owned By field at the top of the form search page is a multi-select field?)
    Workflow StatusType all or part of the workflow status. (TBD: Is it okay that this is an editable text box, whereas the Workflow Status field at the top of the form search page is a multi-select field?)
    Registration StatusType all or part of the registration status. (TBD: Is it okay that this is an editable text box, whereas the Registration Status field at the top of the form search page is a multi-select field?)
    InstructionsType all or part of the module instructions. 
    Expand
    titleSpecify Criteria for CDEs on Form
    FieldInstructions
    CDE Public IDSpecify the CDE public ID.
    CDE VersionSpecify the numeric value for the CDE version. 
    Question Short NameType all or part of the question short name. 
    Question TextType all or part of the question text. (To adjust search scope, click the Advanced Filter icon.)
    Owned BySelect one or more owners. 
    CDE Long NameType all or part of the CDE long name. (To adjust search scope, click the Advanced Filter icon.)
    Expand
    titleSpecify Criteria for View Modules, Questions, Valid Values
    FieldInstructions
    Module NameType all or part of the module name. 
    Module InstructionType all or part of the module instruction. 
    Module RepetitionsSpecify the numeric value assigned to the module for the number of repetitions.
    CDE Public IDSpecify the CDE public ID.
    CDE VersionSpecify the numeric value for the CDE version. 
    CDE Workflow StatusType all or part of the workflow status. (TBD: Is it okay that this is an editable text box, whereas the Workflow Status field at the top of the form search page is a multi-select field?)
    CDE Registration StatusType all or part of the registration status. (TBD: Is it okay that this is an editable text box, whereas the Registration Status field at the top of the form search page is a multi-select field?)
    Question InstructionsType all or part of the question instructions.
    Question Short NameType all or part of the question short name.
    Question TextType all or part of the question text. (To adjust search scope, click the Advanced Filter icon.)
    Answer is MandatorySpecify whether the answer is mandatory (Yes) or not (No).
    Answer is EditableSpecify whether the answer is editable (Yes) or not (No).
    Default Value (Non-enumerated)Type all or part of a non-enumerated default value. 
    Default Value (Enumerated)Type all or part of an enumerated default value. (TBD: What is the difference between enumerated and non-enumerated default value?)
    Valid ValueType all or part of a valid value.
    Value Meaning TextType all or part of value meaning text.
    Valid Value InstructionType all or part of valid value instruction. 
    Expand
    titleSpecify Criteria for Triggered Action

    (TBD: The "9. Triggered Action" filter has no fields on any tier. Is that intentional?)

    Expand
    titleSpecify Criteria for Alternate Definition Classifications

    (TBD: This child filter looks exactly the same as the "3. Classifications" child filter. Is that intentional?)

    FieldInstructions
    CS|CSISelect one or more classification schemes or classification scheme items.
    CS ContextType all or part of the classification scheme context. (To adjust search scope, click the Advanced Filter icon.)
    CS Long NameType all or part of the classification scheme long name.
    Expand
    titleSpecify Criteria for Alternate Names Classifications

    (TBD: This child filter looks almost the same as the "3. Classifications" child filter. Is that intentional?)

    FieldInstructions
    CS|CSISelect one or more classification schemes or classification scheme items.
    CS ContextType all or part of the classification scheme context. (To adjust search scope, click the Advanced Filter icon.)
    CS Long NameType all or part of the classification scheme long name.
    Alternate NameSelect one or more alternate names. (TBD: In the "1. Alternate Names" child filter, the Alternate Name field is a text field. Is it okay that it's a multi-select field here?)
    Expand
    titleSpecify Criteria for Question Repetition
    FieldInstructions
    QuestionTBDSelect one or more questions. 
    Repetition #TBDSpecify the numeric value for the repetition. 
    EditableTBDSpecify whether the question is editable (Yes) or not (No).
    Default Value (Non-enumerated)TBD Type all or part of a non-enumerated default value. (To adjust search scope, click the Advanced Filter icon.)
    Default Value (Enumerated)TBDType all or part of an enumerated default value. 
    Expand
    titleSpecify Criteria for Question Valid Values
    FieldInstructions
    Valid Value TBD
    VV Version TBD
    VM Public IDTBD
    VM Version TBD
    QuestionTBD
    Display OrderTBD
    Value Meaning TextTBD
    Value Meaning DescriptionTBD
    Expand
    titleSpecify Criteria for Questions
    FieldInstructions
    Question Short NameTBD
    Question TextTBD
    CDE Public ID | Version | Data Element Long Name | Owned By | Value Domain Type | Format | Data Type | UOMTBD
    CDE Public IDTBD
    Data Element Long NameTBD
    Value Domain TypeTBD
    FormatTBD
    Data TypeTBD
    UOMTBD
    Default Value (Non-enumerated) TBD Type all or part of a non-enumerated default value. (To adjust search scope, click the Advanced Filter icon.) (TBD: Is it okay that this child filter doesn't have a "Default Value (Enumerated)" field?)
    Answer is EditableTBD
    Answer is MandatoryTBD
    Expand
    titleSpecify Criteria for Reference Documents - Blobs
    FieldInstructions
    File LinkTBD
    MIME TypeTBD
    Document SizeTBD
    Character SetTBD
    Document Last Updated DateTBD
  8. Click Apply Filter. The system displays the search results. By default, the system also hides the search criteria.

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