Analyses

Analyses (aka 'Deliverables') are the primary unit of work in Candid and the starting point for all subsequent workflows in the system.

Find Analyses

View Mine

Under the Analyses main menu drop down list is a link called View Mine. This will open a page listing all the Analyses where you are listed as a team member (including Locked and Archived).

Search for Analyses

Search with text:

  1. Type your search terms into the Search text box (located in the upper right of the screen, below your name and role).
  2. Press the Enter key.
  3. Candid will search for that exact text in either the Name or Notes fields of all Analyses and return a search result page with any matches.

Or with a number:

If you know the unique number (ID#) for the Analysis, you can enter that number into the search box and the system will direct you to that Analysis’ detail page.

  1. In the text box, enter the unique number identifier for the desired Analysis.
  2. Press the Enter key.
  3. The system will take you to the detail page of the matching Analysis if a match is found, otherwise the number entered will be treated as text and search the Name or Notes fields and return any matches.
Note
Analyses marked as **Sensitive** are not returned in search results.

Filter Analyses

Click the View All link under Analyses on the main menu in the left-hand sidebar. The analysis index page with open.

Filter by Status

  1. Hover your cursor over the All Active States drop-down menu to expand it.
  2. Click the name of the Status of one of the multi-status options.

SHOW ALL ACTIVE STATES – will list all analyses in the New, In Progress or Delivered states.
Select a single analysis status – will filter the index by the selected status (New, In Progress, Delivered, Locked, Archived, or Canceled).

SHOW ALL – will list all analyses in all statuses.

Filter by Text

  1. Enter text in the Type to filter input box.
  2. Press the Enter key, or click the Search button.
Note
The Status filter and text filter can be used together. For example you can select the In-Progress status filter to narrow the list to just those, and then apply a text filter to narrow the results further.
Note
If your search terms contain any space characters, surround the search terms with double-quotes (e.g., "Adverse Events").

Start a New Analysis

Option 1 - From Scratch

  1. Click the Start New Analysis link from the main menu on the left side of the screen.
  2. Complete the form (all fields are required). See table below for field names and descriptions.
  3. Click button.
Field Description
Type Types are a controlled list your administrators manage (e.g. Adhoc, Planned).
Task Tasks are a controlled list your administrators manage (e.g. Final, DMC Meeting, Publication).
Name A short name to help describe the purpose of the analysis.
Notes Free text field to communicate any helpful necessary details to the team.
Data Sources Start Typing the Name of the Data Source to search and then select the one you want from the drop down list. Multiple items can be selected.
Data Source Display Name Enter a short, descriptive name to represent the Study or other Data Sources selected. (Defaults to Name of Study selected in the Data Sources field above, if only 1 is selected). This value will become part of the Analysis Name.
Estimated Due Date Estimated date all TFLs and Datasets will be completed and delivered.
Is Sensitive Marking analysis as Sensitive will restrict visibility and access to assigned team members only. This will hide the analysis from everyone except the team.
More on the Study Name field
This value is used in analysis breadcrumb links and labels across the app. For a single study (or other data source) this will default to that study's name. If multiple studies or other data sources are selected, then you are required to enter a custom name to represent the collection (we recommend your organization establishes a multi-study naming convention).

Option 2 - Clone an Existing Analysis

  1. Navigate to the detail page of the Analysis you want to clone.
  2. Click the button. The Clone Analysis form will open.

  3. Enter a new name, the estimated due date. Optionally, check box to include TFL and Dataset assignments, and/or include Open Issues to be included in the clone.

  4. The following data will be cloned (copied) into a new analysis:

    • Type, Task, Notes, Associated Study(ies), and Meta Study Name
    • Team Members
    • TFLs including Titles and Footnotes (status will be set to New)
    • Supporting documents
    • Datasets, Controlled Terms, and Variables (status will be set to New)
    • Note: Canceled TFLs and Datasets are not cloned

  5. Click button.

Analysis Details

  • Status – track the status of the analysis:
    New -> In Progress -> Delivered -> Locked -> Archived

  • Details:

  • Estimated Due Date

  • Sensitive
  • Type
  • Name
  • Task
  • Study
  • Working Dir (intended for the top level folder containing all statistical programming artifacts for this analysis)
  • TFL Directory

  • Notes

  • Documents – share files with the team that are related to the Analysis (e.g., SAP, Programming examples).

  • Status Changes – the audit trail of status changes for this analysis.
  • TFL Index and Dataset Index links – and dougnut charts representing the statuses of the TFLs and Datasets in each index; the TFLs and Datasets links will take you to the respective index pages.
  • Completed button – will take you to a page listing completed TFLs.
  • Issues button – will take you to the Issues index for TFLs and Datasets.
  • Test Results button – will take you to the Test Results index test results for all TFLs and Datasets.
  • Services:
    • Export Test Results to Excel.
    • Define-XML Generation.
  • Review Periods – list of all open review periods; click the text to go to the Review Details screen for the selected review period; click the Excel icon to export all comments and adjudication results to Excel
  • Team – list of team members assigned to the Analysis.
  • The Analysis Team serves two main purposes:
    • Communicates departmental ownership and responsibilities.
    • Secures who has access to TFLs.
  • Statisticians can secure access to the TFLs without involving IT or messing around with folder permissions on the network.

Edit Analysis Details

  1. Navigate to analysis details page.
  2. Click button.
  3. Make your edits in the available fields (see field names and descriptions in table below).
  4. Click
Field Additional Information
Type Types are a controlled list your administrators control (e.g. Adhoc, Planned).
Task Tasks are a controlled list your administrators control (e.g. Final, DMC Meeting, Publication).
Name A short name to help describe the purpose of the analysis.
Notes Free text field to communicate any helpful necessary details to the team.
Data Sources Start Typing the Name of the Data Source to search and then select the one you want from the drop down list. Multiple items can be selected.
Data Source Display Name Enter a short, descriptive name to represent the Study or other Data Sources selected. (Defaults to Name of Study selected in the Data Sources field above, if only 1 is selected). This value will become part of the Analysis Name.
Estimated Due Date Estimated date all TFLs and Datasets will be completed and delivered.
Working Directory The root directory the Statistical Programming team has established for all Biostat files and programs related to this analysis.
Is Sensitive Marking analysis as Sensitive will restrict visibility and access to assigned team members only. This will hide the analysis from everyone except the team.

Add/Remove Supporting Documents

Add Document

  1. Navigate to an analysis details page.
  2. In the Supporting Documents section click the button.
  3. The Add Supporting documents form will open. Click anywhere inside the Drop files or Click here to select files for upload input box.

  4. A file dialog window will open. Find your file and click Open in the bottom right corner of the dialog box.

  5. Documents will immediately begin uploading upon clicking the Open file in the select document dialog box.

  6. Up to 8 files can be uploaded at a time.

  7. After upload is complete click the button.

Remove Document

  1. Navigate to an analysis details page.
  2. In the Supporting Documents section click the icon to the right of the document name.

Secure Analyses

The Team section on the analysis details page governs what actions and data users are allowed to do and see for a given analysis.

The team members are ordered by full name (e.g. {FirstName} {LastName} | Jane Smith).

Manage Analysis Team

  1. Navigate to an analysis details page.
  2. Click inside the Team input box and start typing the name of the User or User Group to filter the list.
  3. Select the User or Group name you want to add from the result of your search.
  4. Click the button.
  5. Review the role of the newly added user (the role with the least permissions is selected by default based on the users system role -> analysis team role mapping (see About Role Mappings)).
  6. Change the role by clicking the text and clicking the role from the drop-down list that appears.
Note
Observers are limited to viewing the Analysis Details page, viewing Completed TFLs, and accessing supporting documents.

Manage Analysis Teams in Bulk

The Analysis Bulk Team Management tool is only available for users with bulk management permissions. It can be accessed from any page in Candid that shows a list of Analyses.

  1. To initiate the tool, click the button in the upper, right-hand side.
  2. Click the button to begin adding users, or click to begin removing users.
  3. Click .
  4. In the left-hand dropdown list, select the role you would like to add.
  5. Click on the empty box and choose the desired name of the person who has the role you selected above.
  6. Repeat steps 4 through 6 for additional roles/users you would like to add/remove.
  7. Click .
  8. For each Analysis to which you would like to add your selected users, click the checkbox in the Selected column.
  9. Click .
  10. Here, you can see the assignments you made and confrm if they are correct.
  11. Click the if everything is correct (or click the ).

Sensitive Analyses

Analyses marked as Sensitive (HIDDEN) are restricted to assigned team members only.

Marking an analysis as Sensitive (HIDDEN) can be used to hide the analysis in the system from all except those that are working on it.

Sensitive Analyses:

  • Can only be accessed by clicking the Show Sensitive checkbox from the top of the Analysis Index, the My Analyses Dashboard and the Review Dashboard.
  • Are not returned in search results.
  • Users in the Administrator role do not have access unless they are assigned to the team.

Identifying Sensitive analyses can be done 2 ways:

  1. By associating an analysis with a Study (Data Source) marked as Sensitive (HIDDEN).
  2. And/Or by checking the HIDDEN checkbox on the analysis directly.

Comments Index

The Comment Index is a list of all the Comment activity for a given Analysis across TFL Reviews and Quick View.

What is a Comment?

Comments in Candid are feedback on TFLs that have come from either the Quick View area discussions between Statisticians and Programmers or from Reviewers on TFL Review Periods.

The Comment index lets the Team see all the feedback that has been collected, where they originated and what actions were taken with them.

How to Access the Comment Index

  1. Navigate to the TFL Index for a given Analysis.
  2. Click the Comments button in the upper right corner of the TFL index page.
  3. The Comment Index is an Excel-like grid that allows sorting, filtering, and column re-ordering similar to Excel behavior.

How to View the Comments for a single TFL

  1. Navigate to an analysis details page.
  2. Click the TFLs link at the top of the TFL chart
  3. Click the magnifying glass button for a given TFL
  4. Scroll to the middle of the page until you find the Comments section.