Quick guide for setting up Viedoc Reports
Configure the roles
This step is performed by the Designer.
To let Clinic users use Viedoc Reports, their roles must be configured with Metrics and Reports permissions in the Roles page. The Reports option becomes visible when selecting Metrics.
To be able to download report files, the user also needs the permission Export of data into different formats/view reports.
Note! The export is allowed only if the export permission is applicable to all the assigned sites.
See Configuring roles.
Define the subject statuses
This step is performed by the Designer.
Set an expression for how and when a subject is considered both screened and enrolled in the study.
See Subject status.
Configure Viedoc Reports
This step is performed by the Designer.
| 1 |
In Viedoc Designer, select the study for which you would like to configure Viedoc Reports. |
| 2 |
In the Global design settings field, click Edit. 
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| 3 |
In the Reports configuration field, click Edit. 
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| 4 |
You can now configure the settings by clicking Edit in one of the fields: Visibility settings, Dashboard, Demographics, Adverse events, and Custom reports. See Configuring Viedoc Reports for details. 
After editing and saving any changes, the Not in use status changes to In use. |
| 5 |
Publish your global design settings. 
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| 6 | Publish your design. See Publishing a study design. |
Assign the design to sites
This step is performed by the Study Manager.
Enter the expected numbers and enable Viedoc Reports
This step is performed by the Study Manager.
| 1 |
Click Study settings for the study in which you want to set up Viedoc Reports. 
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| 2 |
In the Study settings pop-up window, enter the total number of expected screened and enrolled subjects and the expected end date of the enrollment period. 
Note! This data must be entered on both study level and for each individual site. |
| 3 |
Scroll down to and click Show more options. 
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| 4 |
Select Enable Viedoc Reports and click Save changes. 
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Launch Viedoc Reports
This step is performed by the Clinic user.
Launch Viedoc Reports from the Metrics feature on the study start page.
