Filters

To apply filters to the sites in a study, follow the steps below.

1. Click on the Filters tab.

   

2. The filters tab displays the following filters
   1. Status
   2. All
   3. Region
3. Click on the All button of each filter to view and select the required filter options.

   

4. On the Status filter screen, perform the following
   1. Select the required status options by clicking on the radio button. A green checkmark is displayed to show the currently selected statuses.
   2. Enter the search term in the search box to search for specific statuses.
   3. Click on the Reset button to clear all the selected options.
   4. Click on the Back button once the required number of statuses is selected.

      

5. On the Investigator filter screen, perform the following
   1. Select the required investigators by clicking on the radio button. A green checkmark is displayed to show the currently selected investigators.
   2. Click on the Reset button to clear all the selected options.
   3. Click on the Back button once the required number of investigators are selected.

      

6. On the Region filter, perform the following
   1. Select the regions by clicking on the radio button. A green checkmark is displayed to show the currently selected regions.
   2. Click on the Reset button to clear all the selected options.
   3. Click on the Back button once the required regions are selected.

      

7. Optionally enable the Show Favorites Only toggle switch to display the sites marked as favorites.
8. Optionally click on the Clear All button to remove all the filters.
9. Click on the Apply button once the required filters are selected.

   

10. Click on the desired site to open the sites screen where users view the following tabs
    1. Site Visits
    2. Activities
    3. Subjects
    4. Contacts.