Understanding and Using Tags in Participant Profiles
Tags are keywords or flags that can be added to a participant’s profile to help classify characteristics or quickly communicate relevant information. They offer a flexible and informal alternative to creating Custom Variables.
Key Features of Tags:
- User-Defined: Users can create and assign any tag without needing predefined options.
- Easy to Add: Tags can be added directly to a participant’s profile by typing in the "Select Tags" box.
- Global Visibility:
- Tags are always global, meaning they appear in the Registry and are visible in any study the participant is associated with.
- Tags can be viewed and modified across different studies.
By utilizing tags, users can efficiently organize, classify, and track participant details in a streamlined manner.
Tagging a Participant
Users with access to a participant’s profile can modify tags in both the Study and the Registry. Tags appear in the "Select Tags" box at the top of the participant’s profile card.
How to Add a Tag to a Participant’s Profile
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Access the Tagging Section
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Navigate to the participant’s profile.
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Locate the "Select Tags" box at the top of their profile card.
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Choose or Create a Tag
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Click inside the "Select Tags" box.
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A drop-down menu will display existing tags.
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Start typing the desired tag.
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Select or Create a Tag
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As you type, suggested tags (existing tags in your database) will appear.
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To use an existing tag, click on it from the drop-down list.
- To create a new tag, select the "Create" option in the drop-down menu.
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By following these steps, you can efficiently add and manage tags, ensuring effective participant classification and streamlined communication.
Tip for Efficient Tagging!
- You can create new tags or select existing tags by typing the full tag and pressing Enter on your keyboard.
- To quickly add multiple tags, press Enter between each separate tag.
This allows for a faster and more efficient tagging process when classifying participants.
Managing and Filtering Tags in Participant Profiles
Removing a Tag from a Participant’s Profile
- When viewing a participant’s profile, each tag will have an "X" next to it.
- Click the "X" to remove the tag.
Note: Tags are not centrally managed in the system. A tag exists only when assigned to at least one participant. If a tag is removed from all participants, it no longer exists in the system.
Reporting on Tags
- Tags are included as data points on the Study Dashboard.
- To view tag counts, click "Show Table" on the dashboard.
Filtering by Tags in a Study
To identify participants with the same tags in a study, you can filter the Registry using tags.
Steps to Filter by Tags:
- Navigate to the Potential Participants or Enrolled Participants page.
- Select the "Filter Dashboard" checkbox.
- Type in the desired tag to apply the filter.
- The page will display all participants in the study who have the selected tag on their profile.
Note: If the tag is also used as a Custom Variable, participants with that variable will also appear in the search results.
Filtering by Tags in the Registry
Registry users can filter the database by tags to quickly identify specific groups of participants.
How to Filter by Tags:
- Navigate to the Registry.
- Click "Add Filter."
- In the Filter box:
- Set the variable dropdown to "Tags."
- Select the tags you want to include in the filter.
- Choose a condition:
- "Equal to" → Displays participants with the selected tag.
- "Not equal to" → Displays participants without the selected tag.
- Apply the filter to view the filtered list of participants.
Filtering by tags helps streamline participant management by allowing users to segment and analyze groups efficiently.