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

Started drafting instructions.

When you search for forms in OneData, keep in mind the following points:

  • (TBD: Do forms follow a standard, the way CDEs follow the ISO/IEC 11179 standard?)
  • (TBD: Which fields are case-sensitive?)
  • (TBD: In which fields can users specify partial values?)
  • (TBD: In which fields can users use a wildcard?)
  • For some fields, you can adjust the search scope (with options such as NOT LIKE, Exact Phrase Match, All Of The Words, or One Of The Words) by clicking the Advanced Filter icon.
  • (TBD: Does the system process search criteria as AND statements?)
  • To reset a list of values, click the Clear Values icon next to that list.
  • When you remove or change search criteria, the system does not update search results until you click  Apply Filter  again.

To Will users be able to use an asterisk as a wildcard in any of these fields?)To perform a data element search:

  1. Open a supported browser:
    • TBDChromeTBD
    • 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 NameTBDType 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 ByTBDSpecify 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. (TBD: I intend to update this page.) (To adjust search scope, click the Advanced Filter icon.)
    Workflow Status Select one or more workflow statuses. For details, refer to Workflow Status. (TBD: I intend to update this page.) (To adjust search scope, click the Advanced Filter icon.)
    Latest VersionTBDSelect 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 ByTBDSelect one or more names of people who created forms. 
    Last Modified ByTBDSelect 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. Click the Advanced Filter icon. Under Filter Options, select a column and then click >>. The name of the selected column appears in the text box. 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
    CategoryTBDSelect a category.
    TypeTBDSelect a type (CRF or Template).
    Expand
    titleSpecify Criteria for Alternate Names
    FieldInstructions
    Alternate NameTBDType all or part of the alternate name. (To adjust search scope, click the Advanced Filter icon.)
    Alternate Name TypeTBDSelect an alternate name type.
    ContextTBDSelect one or more contexts.
    Expand
    titleSpecify Criteria for Alternate Definitions
    FieldInstructions
    Alternate DefinitionTBDType all or part of the definition. (To adjust search scope, click the Advanced Filter icon.)
    Definition TypeTBDSelect 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?)
    LanguageTBDSelect a language.
    Expand
    titleSpecify Criteria for Classifications
    FieldInstructions
    CS|CSITBDSelect one or more classification schemes or classification scheme items.
    CS ContextTBDType all or part of the classification scheme context. (To adjust search scope, click the Advanced Filter icon.)
    CS Long NameTBDType all or part of the classification scheme long name.
    Expand
    titleSpecify Criteria for Reference Documents
    FieldInstructions
    Document NameTBDType all or part of a reference document name. (To adjust search scope, click the Advanced Filter icon.)
    Document TypeTBDSelect a document type.
    Document TextTBDType all or part of a reference document text. (To adjust search scope, click the Advanced Filter icon.)
    ContextTBDSelect 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 OrderTBDSpecify the numeric value assigned to the module for the display order.
    Number of RepetitionsTBDSpecify the numeric value assigned to the module for the number of repetitions.
    ModuleTBDSelect one or more modules. 
    Module NameTBD (To adjust search scope, click the Advanced Filter icon.)
    Module IDTBDSpecify 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?)
    InstructionsTBDType all or part of the module instructions. 
    Expand
    titleSpecify Criteria for CDEs on Form
    FieldInstructions
    CDE Public IDTBDSpecify the CDE public ID.
    CDE VersionTBDSpecify the numeric value for the CDE version. 
    Question Short NameTBDType all or part of the question short name. 
    Question TextTBDType all or part of the question text. (To adjust search scope, click the Advanced Filter icon.)
    Owned ByTBDSelect one or more owners. 
    CDE Long NameTBDType 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 NameTBD
    Module InstructionTBD
    Module RepetitionsTBDSpecify the numeric value assigned to the module for the number of repetitions.
    CDE Public IDTBDSpecify the CDE public ID.
    CDE VersionTBDSpecify the numeric value for the CDE version. 
    CDE Workflow StatusTBD
    CDE Registration StatusTBD
    Question InstructionsTBD
    Question Short NameTBD
    Question TextTBD (To adjust search scope, click the Advanced Filter icon.)
    Answer is MandatoryTBDSpecify whether the answer is mandatory (Yes) or not (No).
    Answer is EditableTBDSpecify whether the answer is editable (Yes) or not (No).
    Default ValueTBD
    Valid ValueTBD
    Value Meaning TextTBD
    Valid Value InstructionTBD
    Expand
    titleSpecify Criteria for Triggered Action

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

    FieldInstructions
    TBDTBD
    Expand
    titleSpecify Criteria for Alternate Definition Classifications
    FieldInstructions
    CS|CSITBD
    CS ContextTBD (To adjust search scope, click the Advanced Filter icon.)
    CS Long NameTBD
    Date CreatedTBD
    Created ByTBD
    Last Modified ByTBD
    DeletedTBD
    Deleted onTBD
    Transferred to production on
    TBD
    Date Last Modified
    TBD
    Expand
    titleSpecify Criteria for Alternate Names Classifications
    FieldInstructions
    CS|CSITBD
    CS ContextTBD (To adjust search scope, click the Advanced Filter icon.)
    CS Long NameTBD
    Alternate NameTBD
    Date CreatedTBD
    Created ByTBD
    Last Modified ByTBD
    DeletedTBD
    Deleted onTBD
    Transferred to production on
    TBD
    Date Last Modified
    TBD
    Expand
    titleSpecify Criteria for Question Repetition
    FieldInstructions
    QuestionTBD
    Repetition #TBD
    EditableTBD
    Default Value (Non-enumerated)TBD (To adjust search scope, click the Advanced Filter icon.)
    Default Value (Enumerated)TBDDate CreatedTBD
    Created ByTBD
    Last Modified ByTBD
    DeletedTBD
    Deleted onTBD
    Transferred to production on
    TBD
    Date Last Modified
    TBD
    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 DescriptionTBDDate CreatedTBDCreated ByTBD
    Last Modified ByTBD
    Date Last Modified
    TBD
    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 (To adjust search scope, click the Advanced Filter icon.)
    Answer is EditableTBD
    Answer is MandatoryTBD
    Date CreatedTBD
    Created ByTBD
    Last Modified ByTBD
    DeletedTBD
    Deleted onTBD
    Transferred to production onTBD
    Date Last ModifiedTBD
    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.

(To compare forms, TBD.)

To view details about a form, click the value in the   Form Name  column column.

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CSS Stylesheet 1