Protocols - Advanced Filter and Search

Overview

Kuali Research Protocols has filter and search options throughout the application to help users find records. This functionality will allow Protocol users to search by a number of criteria and also save their filters to use in future lookups.  There is also an export to CSV option if you want to generate a list from the results.  Below gives a better overview of how filters and search functionality work in the Protocols module.

Using Search

Within the Manage Protocols screen you have the Search bar at the very top of the page for a quick lookup option.

This search allows you to filter immediately off the below criteria without having to add any filters:

• Protocol Title
• Protocol Number
• Protocol PI
• Assigned Reviewer
• Committee Name
• Protocol Type

The search will do full and partial matches on the entered text and narrow down the results.  If you also apply advanced filters it will take into account the value you entered in quick search and the value in the quick search.

Other options within the header for lookup are listed below and allows you to better narrow down results, export the results to CSV, and select desired columns to display.

Include all protocol versions

By default only active protocol versions will display in the results - those protocols that are approved or are in progress (i.e. an Amendment, Renewal).  However, if you want to see all prior protocol versions in the results you can check this option and you'll see the full history of the protocol (i.e. Merged Amendments, Superseded, Returned to Researcher, etc.).

Export to CSV

This will allow you to export the filtered results into a CSV file for review and it will include all the results and configured columns displayed on the screen.

Manage Columns

The Manage Columns popup allows you to select which fields you want to display in your results; this also impacts the columns that will be included in your CSV export.  The same fields you can use when building a filter (explained below) are also available for selection as columns.

Once you've made the selection you can click save and the columns displayed will update.  This setting is specific to lookup and will default to the main fields if you leave/return to the application.  However, you can save column configuration via the Saved Filters functionality explained below.

Using Filters

Within a number of the Protocols screens you also have the option of Advanced Filter that allows you add specific criteria to return results.

Once Advanced Filter is clicked it will expand the filter rules section where you can add desired operators with field criteria to better search and find desired results.  You can filter directly from the fields in the protocol form for the following gadget types: 

• Date
• Radio buttons
• Dropdown
• Checkbox
• Lead Unit
• Number
• Person Type
• Text input
• Text area
• Reviewing IRB
• Funding Sources
• External Data

This includes fields in the protocol form and the Amendment, Renewal, and Close Request forms.

In the Filter Rules you can add as many criteria as you wish via .  These Filter Rules can be added on a number of protocol fields with operators to narrow down protocols.  You can also use the trash can icon  to remove a given rule or the  to remove all rules.

Once desired criteria and columns are selected you can save your filter for future use by naming it and clicking save:

This filter will then be available in the Saved Filters dropdown available in the top header.

Within the Saved Filters you can see all your saved filters so you can select at any time or it can be removed via the  icon if you no longer want to use.  

You can also share the filter by copying the browser link and sending it to other users. The recipient's results will adjust based on their permissions. When using a shared filter, please note that the recipient will need to save the filter before exporting to CSV.