Protocols - Manage Events

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 for Reportable Events in the Protocol module.

Using Search

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

This search will highlight the search terms anywhere they appear on the ssearch results screen.

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.

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.

Search Details

If you click on the downward arrow made of three lines you can see the expanded search rules.  This includes filters, Table Column Visibility, and the option to save preconfigured filter and column configurations.

Once Filter Rules are expanded you can add desired operators with field criteria to better search and find desired results.  You can filter directly from any of the following fields: 

• Protocol Type
• Protocol Number
• PI Name
• Lead Unit
• Event Type
• Description
• Status
• Event Date
• Recorded Date
• Admin Reviewer
• Review Type
• Assignment
• Committee Dates
• Assigned Reviewers
• Review Pending

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.