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The View Options button in the Toolbar panel to the right of an open eForm is used to view or print information about the eForm, including the whole eForm, eForm comments, snapshots, a change history, and to generate a report for the eForm.
1. Open the eForm.
2. In the panel at the right of an eForm, select the View Options button. The View Options popup displays.
3. In the Option dropdown, select whether you want to display information as a PDF or HTML in a web page. PDF is best for printing. This is disabled in the Report tab as the desired output is selected in the report viewer instead.
4. Select the
tab for the type of information you want to view, from these options:
For Print View, select the radio
button for either Application or Comments.
See: Print View
For Snapshot, select the snapshot
from the dropdown. See: Snapshot
For Change History, select the
snapshot to compare with the current eForm. See: Change
History
For Report, select an RME report to generate
for the open eForm. See: Report
5. Click OK. The selected information displays in the format you selected as outlined below (except for reports from the Report tab which open in a report viewer). To print information, use your normal printing process.
Format option |
Display result |
Not used for the Report tab The filename is displayed in the bottom left corner of the screen. Click this to display the PDF. Depending on your system settings, this may open in a separate browser tab or a PDF viewer. You can also right-click on the filename to choose a viewing option, such as in a PDF viewer or to open the file location. |
|
HTML |
Not used for the Report tab It opens in a separate browser tab. |
The Print View tab offers the following reporting options:
• Application: Provides
the current eForm in a printable view, which only shows sections, pages
and elements that are visible in the eForm, as well as any elements marked
as “Print Only”.
Note that the eForm title that displays at the top when viewed as a PDF
is limited to 255 characters. If the title is longer than this, the rest
will be truncated. There is also am known issue on Chromium-based browsers
used to view a PDF eForm application; if the title includes a tilde ~
symbol, used to indicate “approximate” for numbers, the browser will render
this as an underscore ( _ ). If this is an issue, create PDFs using another
web browser.
• Comments: Lists the comments made in the current form, depending on the workflow, including:
• Form summary
• Section, page title, and question or statement or element where comments have been made
• Comments divided into general and action, in chronological order from the first comment, displaying all replies in a comment thread
• Confidential comments, marked by a red asterisk; only visible in the report for those with Confidential Comment permissions
• Comment status
• Name of the person who made the comments
• Timestamp when the comments were made
A snapshot is a record taken of an eForm at a defined time. If the workflow for the eForm includes the Create Snapshot workflow activity, a snapshot is automatically created when this activity is executed. For details on how to configure this, refer to the RME Workflow Designer User Guide. The system also automatically creates a snapshot of the base record when a Based on Existing Record (BoER) template is used to create an eForm.
A snapshot includes all the data items (including core table fields, related items and DDAs) collected in the primary eForm as well as those in its subsidiary forms. It also includes physical copies of all attached documents uploaded using the Document RIC. For a multi-form scenario, any other accessible eForm data is also included.
RPR eForms with ARC data: If RME's ARC Grants Integration is used to create or update RPR eForms with ARC data, snapshots are automatically created to identify eForm details updated in by the ARC Grants Integration service.
• When the service is initiated via a Windows scheduled task, and is updating details in an existing eForm, a pre-import snapshot is taken, called “ARC Pre-import”. After the service is run, another snapshot is taken, called “ARC Import”.
• If the service is not configured to update, no eForm details are changed.
• If there is no existing RPR eForm, the service will create a new one. In this case, only a post-import “ARC Import” snapshot is taken.
• When the service is initiated manually via an Import ARC Manually DDA button in an eForm, an “ARC Pre-import” snapshot is taken. After the service is run, an “ARC Import” snapshot is taken.
ARC Import snapshots can be used in comparisons to identify the eForm details updated by the ARC import process.
For HDRCM, Ethics and RPR eForms: As an alternative, you can also view previous values directly in an eForm after changes have been made, from the View History action button in the Toolbar panel. A popup allows you to select which snapshot to use to compare with the current eForm data, and displays differences in the eForm directly. Changes can only be viewed for one snapshot at a time. See: View History
This view compares data between selected snapshots for the eForm. This could be useful to see what data has been changed from one point in time to another. You can only compare two snapshots, or the original eForm the current form is based on (Based on Existing). Note that this is not intended for auditing purposes. For more about auditing, see: System Preferences, Audit Settings.
Excluded: Empty spaces and sections, pages, RIC records and questions/responses that are the same in both the current eForm and the snapshot will not be included. For questions with multiple responses, the order of the responses is not considered in the comparison report.
RPR eForms with ARC data: If RME's ARC Grants Integration is used to create or update RPR eForms with ARC data, snapshots are automatically created to identify eForm details updated in by the ARC Grants Integration service.
• When the service is initiated via a Windows scheduled task, and is updating details in an existing eForm, a pre-import snapshot is taken, called “ARC Pre-import”. After the service is run, another snapshot is taken, called “ARC Import”.
• If the service is not configured to update, no eForm details are changed.
• If there is no existing RPR eForm, the service will create a new one. In this case, only a post-import “ARC Import” snapshot is taken.
• When the service is initiated manually via an Import ARC Manually DDA button in an eForm, an “ARC Pre-import” snapshot is taken. After the service is run, an “ARC Import” snapshot is taken.
ARC Import snapshots can be used in comparisons to identify the eForm details updated by the ARC import process.
The following information may be displayed in the Change History:
Details displayed |
Tagged as ... |
Question responses that have changed after the earliest selected snapshot |
[new] for the latest eForm values [old] for previous values |
RIC records in a grid that were added after the earliest selected snapshot |
[new] and all the related questions and responses |
RIC records in a grid that were removed after the earliest selected snapshot |
[removed] along with all the related questions and responses |
RIC records that exist in both but have changes to question responses |
[updated] next to the RIC Within a grid, all RIC field items and responses [old] for the previous value within the RIC grid [new] for the later value within the RIC grid |
Question visibility |
[old - question is not visible] if the question was previously not visible, displayed before the new value, marked as [new] [new - question is not visible] if the question became invisible later; displayed after the old value, marked as [old] |
Section and page visibility |
[new] next to the section name or page name if it became visible later [removed] next to the section or page name if it was previously visible but is no longer |
For HDR, a snapshot of the initial record prior to any user input is listed. This generally includes system-populated details, or if the form has been copied from an existing one, the values from the base eForm.
For Ethics, HDRCM and RPR eForms only: As an alternative to this report, you can also view previous values directly in an eForm after changes have been made, from the View History action button in the Toolbar panel. A popup allows you to select which snapshot to use to compare with the current eForm data, and displays differences in the eForm directly. Changes can only be viewed for one snapshot at a time. See: View History
This tab displays a grid that lists the reports available for the domain based on reports assigned to your role/s. Report Name and Description are provided to aid selection. These reports are the same as those accessed via the Report button in eForm domain listing pages except that in this case only information in the open eForm is included in the report. Your institution may well have specific reports designed for this purpose.
The Report Group dropdown can be used to filter the list by report groups. These are set up as needed for your institution. For example, a specific group might be set up for reports designed for individual eForms as opposed to reports designed for multiple eForms. When a group is selected, only reports in that group are listed. Report groups are defined when reports are designed by RME administrators in the RME Report Designer.
Clicking the linked report name in the list generates the report based on information from the open eForm only. This report displays in the report viewer in a separate browser tab. If the report needs to be attached to the eForm, you can save it and upload it via a document upload option provided in the eForm. Note that the Option field is disabled in the Report tab as the output can be selected in the report viewer.
• Toolbar on main listing page - Reports option
ID: eForm_Reports.htm