Data Sharing Manager/Cohorts: Difference between revisions

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{{Help}}
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Cohorts define the criteria that is used to select the patients for projects in Data Sharing Manager. Use Data Sharing Manager to view, manage, or add cohorts.
Use this section to help you to:
* [[Data Sharing Manager/Cohorts#view|View Cohorts]]
* [[Data Sharing Manager/Cohorts#view details|View cohort details]]
* [[Data Sharing Manager/Cohorts#edit|Edit a cohort]]
* [[Data Sharing Manager/Cohorts#add|Add a new cohort]]
<span id="view"></span>
== View Cohorts==
#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
# If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click <i class="fas fa-people-group fa-lg"></i> '''Cohorts'''.
#:{{Tip|1=Click <i class="fas fa-arrow-up"></i> next to '''Name''' to order the cohorts and use the page navigations to show more rows per page or to easily access another page.}}
<span id="view details"></span>
==View cohort details==
#[[Data Sharing Manager/Cohorts#view|View Cohorts]].
#Click the link of the required cohort.
#If required, click the tab links to display details for one or more of the following:
#:*Processing agreements
#:*Sharing agreements
#:*Projects
#:*Regions
#:{{Tip|1=The number of items is displayed next to each tab link.}}
#If required, click the link of the required item to view further details.
<span id="edit"></span>
==Edit a cohort==
{{Note| You can only edit existing details if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Cohorts#view details|View cohort details]].
#Click <i class="fas fa-pencil"></i> to edit the selected cohort.  The '''Cohort details''' dialog box is displayed.
#If required, edit one or more of the following:
#:*Cohort name
#:*Description
#:*Technical definition
#Click '''Save cohort'''.
#If required, in one or more of the item tabs, do one of the following:
#*Click <i class="fas fa-plus"></i>  to add a new item, then, in the '''Add''' dialog box, select one or more of the available items, and then click '''Add selected'''.
#*Select one or more of the existing items, click <i class="fas fa-trash"></i>, and then, in the '''Remove''' dialog box, click '''Remove'''.
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}
<span id="add"></span>
==Add a cohort==
{{Note| You can only add a new cohort if you have the correct user and project permissions. If you do not have the correct permissions, the add functionality is not available to your user.}}
#[[Data Sharing Manager/Cohorts#view|View Cohorts]].
#Click <i class="fas fa-plus"></i>.
#:The '''Cohort details''' dialog box is displayed.
#In '''Cohort name''', type the name of the new data set.
#If required, add details for one or more of the following:
#*Description
#*Technical description
#Click '''Save cohort'''.
#If required, in one or more of the following, click <i class="fas fa-plus"></i>:
#*Processing agreements
#*Sharing agreements
#*Projects
#*Regions
#*:The relevant '''Add''' dialog box is displayed.
#Select one or more of the available items, and then click '''Add'''.
'''See also:'''
*[[Data Sharing Manager/My sharing|My sharing]]
*[[Data Sharing Manager/Regions|Regions]]
*[[Data Sharing Manager/Organisations|Organisations]]
*[[Data Sharing Manager/Services|Services]]
*[[Data Sharing Manager/Data processing agreements|Data processing agreements]]
*[[Data Sharing Manager/Data sharing agreements|Data sharing agreements]]
*[[Data Sharing Manager/Data sets|Data sets]]
*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Subscriber dashboard|Subscriber dashboard]]
*[[Data Sharing Manager/Audit|Audit]]

Latest revision as of 09:53, 17 March 2023

Cohorts define the criteria that is used to select the patients for projects in Data Sharing Manager. Use Data Sharing Manager to view, manage, or add cohorts.

Use this section to help you to:

View Cohorts

  1. Access Data Sharing Manager.
  2. If required, in the Navigation side menu, click Cohorts.
    Click next to Name to order the cohorts and use the page navigations to show more rows per page or to easily access another page.

View cohort details

  1. View Cohorts.
  2. Click the link of the required cohort.
  3. If required, click the tab links to display details for one or more of the following:
    • Processing agreements
    • Sharing agreements
    • Projects
    • Regions
    The number of items is displayed next to each tab link.
  4. If required, click the link of the required item to view further details.

Edit a cohort

You can only edit existing details if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.
  1. View cohort details.
  2. Click to edit the selected cohort. The Cohort details dialog box is displayed.
  3. If required, edit one or more of the following:
    • Cohort name
    • Description
    • Technical definition
  4. Click Save cohort.
  5. If required, in one or more of the item tabs, do one of the following:
    • Click to add a new item, then, in the Add dialog box, select one or more of the available items, and then click Add selected.
    • Select one or more of the existing items, click , and then, in the Remove dialog box, click Remove.
      Use the parent checkbox to select or deselect all items.

Add a cohort

You can only add a new cohort if you have the correct user and project permissions. If you do not have the correct permissions, the add functionality is not available to your user.
  1. View Cohorts.
  2. Click .
    The Cohort details dialog box is displayed.
  3. In Cohort name, type the name of the new data set.
  4. If required, add details for one or more of the following:
    • Description
    • Technical description
  5. Click Save cohort.
  6. If required, in one or more of the following, click :
    • Processing agreements
    • Sharing agreements
    • Projects
    • Regions
      The relevant Add dialog box is displayed.
  7. Select one or more of the available items, and then click Add.

See also: