The Subject Binder has three main parts:
- Subject Details
- Subject Binder Tabs
Here is an example of a blank Subject Binder:
(Please note, your system may be configured with different tabs and visits than our example screenshots.)
Documents are organized within SourceDrive using tags. Both the tabs along the left and in the Timeline have corresponding tags - and a document can be tagged to make it appear in those sections.
Tags can be added either during or after upload, and a document may have multiple tags, so therefore show up in multiple sections. For example, a document could be tagged with “Visit 3” and also “Lab Work” – it will show up in both the “Visit 3” and the “Lab Work” sections.
Subject Binder Tabs
- “Home” is the default top tab that contains the Subject Details and Timeline (more on those below).
Along the left-hand side you will see a customized list of other subject binder tabs beneath Home. By clicking these tabs, you can see all documents for this subject that have been tagged with the name of that tab. For more on editing binder configurations, see "TODO".
Besides "Home", there are a few special default tabs:
- "Untagged" = For that subject, documents which have no tags on them.
- "All" = All documents for that subject, whether they have tags or not.
Click on a tab on the left to see all documents with that matching tag. Once inside a tab, you can also add additional filtering to see all documents for that subject that have that tag and any additional tags you specify (see "Filtering Subject Binders with Tabs").
Subject details is at the top of the "Home" tab and shows the identifying and demographic information for the subject. To edit, see "Editing Subject Details".
The Timeline shows your study’s customized visit timeline tags and associated documents.
If there are no documents associated with that subject for a visit, you will see a message, “Not yet added.” to indicate no source data has been added yet.
Here is an example of a Subject Binder where the subject has completed the first four visits, you can see visit 1 contains 3 documents and visits 2 through 4 each contain one document:
You can click a visit to expand it and see the documents within: