Page Comparison

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Customization

Customize the view of your Home Screen, visible at log in

From the Home Screen, click the gear icon located below your User Name
In the Home Screen Configuration Box, check the Add box for any Widget you would like to add to your Home screen view
Click Save
Click the Home button to view your Widgets on your home screen
To customize each Widget, click the gear icon in a specific Widget (e.g., Protocols); choose different views and customization options within each Widget, based on what you would like to see at each log in
- EXAMPLE: To make sure the protocols you are assigned to are showing up, there are a few items that need to be selected for this to happen.
1. 1. Click on the gear symbol in the top right-hand corner of the widget
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  2. A new window will pop-up so you can choose the settings. You will want to Change the 'No' boxes to 'Yes' and check the boxes in the 'Role' section that you would like included. Once you do that, you will want to click on the 'Please select a role' hyperlink in the same box.
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  3. In the box that pops up, you will choose all the roles that you have been assigned in any of your protocols, then click on 'Save'.
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  4. Now you will see the roles you selected in the Display Assigned Role Section, if you missed one you can always click on 'Edit Role(s)' to add or remove roles. If correct you will now click on 'Close' and your widget should now have all your assigned protocols in your home page widget.
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Bookmark protocols to allow them to appear in the Protocols widget your Home page

From the menu, navigate to Protocols > PC Console
In the Select Protocol search box, search for the protocol you wish to bookmark (e.g., study number, HRPO number) and click it when it populates
The protocol information will appear in the banner; click on the star icon (next to the PC Console heading) to bookmark your protocol
- Unclick the star if you wish to remove the bookmark

Bookmark subjects to allow them to appear in the Subjects widget on your Home page

From the menu, navigate to Subjects > CRA Console
In the Select Protocol search box, search for the protocol you wish to bookmark (e.g., study number, HRPO number) and click it when it populates
Once protocol is selected, in the Accrual Details box, click on the Epic MRN of the subject you wish to bookmark
Once your subject is displayed in the Subject Demographics box, click on the star icon (next to the Subject Console heading) to bookmark this subject
- Unclick the star if you wish to remove the bookmark

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