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      How to Use the Screening Module

      The Screening Module displays data from earlier events in your pipeline and automatically generates reports when you sign an event. This guide shows you how to set it up and use it.

      What is the Screening Module?

      The Screening Module is a special module that:

      • Displays live data from previous events in your pipeline
      • Generates reports automatically when you sign an event
      • Controls who sees and approves the reports with role-based permissions. You can also select specific members as receivers or approvers.

      Step 1: Add a Screening Module to Your Event

      1. Go to your Pipeline
      2. Select the event where you want the Screening Module (this should be AFTER the events with data you want to display)
      3. Click Add Module → Select Screening Module
      4. Click Configure

      Step 2: Choose What Data to Display

      1. In your Screening Module settings, click the red “# columns selected” button (Column Chooser) to select columns.
      2. You'll see 4 default fields (always displayed first):
        • Stage
        • Subject Reference
        • Subject Site
        • Subject Cohort
      3. Add more data fields by selecting from previous events and their modules
        • You can filter by event or module using the dropdowns.
      4. Give each field a clear name (alias) if needed
      5. Arrange the order of your custom fields by clicking the Reorder option.

      💡 Tip: The 4 default fields always stay at the top.


      Step 3: Set Up Report Approvers and Receivers

      Decide who should receive and approve the reports generated by this module.

      Add Approvers (who must approve):

      1. Click Add Approver
      2. Select members or roles with Report View and Approve permissions

      Add Receivers (who gets notified):

      1. Click Add Receiver
      2. Select individual members OR roles
        • Viewing access for this users is automatically granted for that specific report if they don't have permissions

      💡 Tip: Use site-scoped roles to ensure only members related to a site can view certain reports


      Step 4: Choose Approval Mode

      Select how reports should be handled:


      Draft Mode (Manual Approval)


      • Report is created as Draft
      • Approvers must manually approve the report
      • Receivers are notified only when the report is approved, not when the draft is created.
      • Use when reports need review before approval

      Automatic Approval


      • The approver is automatically set to the person who signed the event.Report is approved immediately when event is signed
      • Only receivers are notified (no approval needed)
      • Requires at least one receiver
      • Use for routine reports that don't need review

      Submitted Status

      • Contents cannot be modified
      • Requires approval from approvers/approver roles
      • Can be rejected or approved
      • Only approved projects reach Receivers


      Click Save Configuration when done.


      Step 5: Run the Event

      1. Run the event where the Screening Module is located for your desired subject.
      2. Review the displayed data from previous events

      All the data you configured will appear, pulled from earlier events for this subject.


      Step 6: Sign the Event to Create a Report

      1. Click the “Sign” Event button (same as any other event)
      2. Complete the signature

      What happens next:


      • A report is automatically created
      • Report name: {Module Name} - {Subject ID} - V.{Version Number}
      • Approvers can approve the report only if it was created as draft or submitted.
      • Receivers are notified only when the report is approved. If the event is set to auto-approve, they’re notified immediately.
      • Report appears in your Reports section

      Step 7: View and Approve the Report

      If you Draft of Submitted:

      1. Go to Reports section
      2. Find the report
      3. Click to open
      4. If it's on Draft, first submit and choose Approvers and Receivers
      5. If it's Submitted, click Sign Report button (if you're an approver)

      The report is now finalized and available for viewing.


      💡 Quick Tips

      • Multiple screening modules: You can add more than one Screening Module to the same event for parallel reporting
      • Version history: After signing, you can view previous versions of the data by selecting different run versions
      • Site scope matters: Use site-scoped roles so users only see reports from subjects at their site, keeping your information contained.
      • Planning ahead: Place the Screening Module AFTER events that contain the data you want to display

       

      Need help? Contact support@cmrad.com with your Project ID and a description of what you're trying to do.