Icon Hierarchy
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The icon hierarchy rules within Rave EDC remain the same whether you are referencing a specific field, form, folder, or subject. In general, the icon that displays depends on a combination of the following:

 

 

As one goes up the levels, that is, to a field to form to folder, the status icon that displays depends on which status takes precedence over another as the statuses are rolled up. In addition, the status icons that appear in Rave are based on the permissions for your role. For example, your role may have permissions to perform actions such as:

 

 

Certain status icons display only if you have permission to perform the actions associated with the status. For instance, if you do not have the Code Role permission, you will not see the Requires Coding status icon . If you do not have the Verify permission, you will not see the Requires Verification or Pending for Verification status icons .

 

The following table illustrates the status hierarchy in the EDC module:

 

Note: The icons shown in the table are data status icons.  You can apply it to any level of the system that you have access to. For example, a non-conformant field on a form for a particular subject on the subject page displays the Subject Non-Conformant icon .

 

 

Status

Icon

Non Conformant

Locked

Open Query

Answered Query

Requires Translation

Requires Coding

Requires Verification

Requires Review

Read only Opened Query

Read only Answered Query

Pending for Verification

Is Overdue

Pending for Review

Entry Locked

Untouched

Incomplete

Requires Signature

Entered Complete

Entered Empty

Inactive

 

Examples

  1. A form has 5 fields with the following statuses:

 

 

Since status icons are rolled up, the status icon highest in the hierarchy takes precedence over the others.  In this case, the form icon is .

 

If the form is the only form within a folder, the folder icon is .

 

If there is more than one form within a folder, the form with the icon appearing highest in the icon hierarchy will take precedence and the folder status icon displays that status.

 

  1.  A folder has 5 forms with the following statuses:

 

 

In this case, the folder icon is .

 

If the folder is the only folder for a given subject, the subject icon is .

 

If there is more than one folder for a given subject, the folder with the icon appearing highest in the icon hierarchy will take precedence and the Subject status icon displays that status.  

 

  1. If you do not have permission to perform an action associated with a certain status, for example, Code, Verify, Translate, the corresponding status icons, Requires Coding, Requires Verification or Requires Translation will not display. For example:

 

A folder has 5 forms with the following statuses:

 

 

If you have Entry, Translate, and Answer Query permissions, the Read Only Open Query status will take precedence over the other two statuses associated with forms in this folder, and the corresponding icon displays. However, if you are not authorized to perform any operations with queries, but have the Translate permission, the Requires Translation status icon will display for this form as the highest status icon in the hierarchy associated with an action that you have access to. If you do not have permission to translate or to perform any query actions, the Incomplete icon displays.

 

  1. At the form level, the action that you must take has a higher priority over the icon hierarchy.

 

A form has three fields with the following statuses:

 

 

In this example, the roll-up of Open Query, Locked, and Requires Verification behave differently than the other statuses in the icon hierarchy. In the case of Open Query and Locked status, the Locked status does not roll up to the folder, form, or subject level even though Locked is the highest status in the icon hierarchy. The Open Query icon displays at the form level so that you know you have an action to take.

 

Note: Non-Conformant is the highest status in the icon hierarchy. Regardless of other statuses on the form, if there is a non-conformant field on the form, the Non-Conformant icon displays at the form, folder, and subject level.

 

 

 

 

 

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