You can use Query Find and Query-by-Example to find, view, and update quality results, including specific quality results associated with a collection plan. You also can view collection plan attachments as you update quality results. Attachments, which are illustrative or explanatory files, can be used to help guide you through the quality results update process.
Suggestion: Ask your system administrator to run the Manage Collection Element Indexes Process, if you want to enable faster searches on user-defined collection element values.
Enter quality results. See: Entering Quality Result Directly.
Navigate to the Update Quality Results window. The Update Quality Results window appears.
Select the Collection Plan.
You can only select a collection plan that has a current effective date. If a default collection plan has been specified, it is automatically selected. See: QA:Default Collection Plan.
You can use the Find Plan button or the standard list of values to find and select a collection plan. After selecting a collection plan, you can use the previous plan/next plan arrow buttons, located to the right of the collection plan name, to scroll to another valid collection plan. See: Entering Data in Forms.
Once a collection plan is selected, the results associated with that collection plan are automatically displayed in date order. The Prompts entered when defining the collection elements are displayed as the column headings.
Position the cursor in any field in the Results region and choose Find from the Query menu. The Find Results window appears. See: Finding Quality Results.
Position the cursor in any field in the Results region and choose Enter from the Query menu. See: Searching for Data.
In the Results region select the results record, then update it.
In the Results region select the results record, then choose Delete Record from the Edit Menu.
See: Viewing Quality Results Details.
See: Exporting Quality Results.
See: Viewing Attachments Associated with Quality Results.
It can be necessary to have specific key collection elements visible at all times within the Update Quality Results window. For example, while updating quality results for lengthy collection plans, the first collection elements might disappear from display while collection elements near the end of the collection plan are entered. If you are interrupted while updating quality results into lengthy collection plans, it can be difficult to find the correct record in order to continue updating information, because key collection elements at the beginning of the record have scrolled out of display of the window.
You can customize which fields and records display within the Update Quality Results window, for a collection plan (See: Customizing the Presentation of Data). This folders feature provides a user defined display of retrieved information, such as:
Columns displayed
Width of columns displayed
Sequence of columns
Prompts associated with columns
Sequence of records
You can prevent users from creating or modifying folders with profile option, Folders: Allow Customization.