Workspaces can be customized by adding (docking) panels to a sheet and adding multiple sheets to a workspace. Workspaces can then be saved privately or publicly.

By default, for most users, elluminate will open to the Default sheet displaying the Subjects panel. 

Recommended Best Practices for Using Workspaces

Create and Manage Sheets

The Default workspace with the Default sheet showing the Subjects listing will display initially for most users. Sheet names are shown at the bottom of the window. Sheets can be added, modified, renamed, cleared, copied, hidden, and deleted. A workspace can have multiple sheets, and sheets can have multiple panels.

Add a Panel to a Sheet

1. Click on a panel, visualization or listing from the left navigation area to open it (it opens in a separate window).
2. Click the Dock Item icon in the panel toolbar.
3. To add additional panels to the sheet, continue opening additional panels and dock them to the sheet. 
   

Tip: Click on the name of a open or docked domain listing (one with records that can be marked as reviewed) to see domain details, such as Data Store, Domain, Last Refresh, Data Date, Source, Total Records, number of records Reviewed, number Updated Since Reviewed, and number Not Reviewed.

Tip: When you open a panel without docking it, you can view the data and perform most actions available in the toolbar. However, when opening additional panels, the newly opened panel appears in view. To return to a previously opened and undocked panel, use the arrow at the top left of the header.  Therefore, we recommend docking any panel you expect to work with beyond a brief review of its data.

Remove a Panel

1. Click the Close (x) icon in the panel toolbar. 

Move a Panel

1. Click and hold the top toolbar of the panel.
2. Drag it to the new location.

Placement options are shown on the screen when moving panels, which include:

• Top or Bottom splits the height of the panel by 50% and pushes it to the selected area (top or bottom) in the target panel.
• Left or Right reduces the panel in width by 50% and pushes it to the selected area (left or right) of the target panel.
• Swap swaps the placement of the two panels.

Resize a Panel

1. Position the cursor to one of the edges.
2. Click and drag the edge out to the desired panel size.

Note: As panels are moved, other panels on the sheet may also move.

Maximize a Panel

1. Select the Maximize icon in the panel toolbar.
2. The panel enlarges to cover the full sheet area.
3. To return to its original size, click the Restore icon. 

Add a Sheet to the Workspace

Multiple sheets can be added to a workspace. The first sheet is shown as 'Default' in the bottom left. Any added sheets can be accessed from the bottom sheet tabs.

1. Click the Add Sheet icon (the plus sign). The sheet will be named 'Sheet 2.' As you add sheets the number will change incrementally. The new sheet will be blank.
2. Add panels and filter as needed.
3. Continue adding more sheets and save the workspace as a Custom Workspace if desired.

View a List of all Sheets on a Workspace

1. Click the All Sheets icon. This displays all sheets, including hidden sheets. The orange bar indicates the current sheet in view. 
2. Click another sheet name to view it on the workspace.

Rename a Sheet

1. Click the Options icon (the three dots).
2. Select Rename. The current sheet name becomes highlighted.
3. Enter the new name. 

Copy a Sheet

1. Click the Options icon (the three dots).
2. Select Copy. A new sheet is created with the same name, including '(1),' this increments automatically as copies are created.
3. Rename the sheet if appropriate.

Delete a Sheet

1. Click the Options icon (the three dots).
2. Select Delete. 
3. A Delete Sheet confirmation window opens. Click Delete to continue or click Cancel to cancel your action.

Clear Contents

1. Click the Options icon (the three dots).
2. Select Clear Contents. 
3. A Clear Sheet confirmation window opens. Click Clear to continue or click Cancel to cancel your action.

Hide a Sheet

1. Click the Options icon (the three dots).
2. Select Hide. The sheet name is no longer shown in the sheets at the bottom of the window.
3. To Unhide a sheet, click the All Sheets icon and select the hidden sheet. 

Rows and Layout Settings

1. Click the Data Central Settings icon. The Settings window opens.
   
   
   
2. Remember last workspace: Click the checkbox to auto-save the currently displayed workspace so that it is retained in any of the following situations:
   
   • The elluminate system times out.
   • The user refreshes the browser page.
   • The user logs out and logs back into elluminate.
3. Update Number of visible rows in a table: The number shown is the number of records displayed in each panel.
   1. Click the drop-down arrow and select 10, 20 (default), 50, 100 or 500.

   Tip: Depending on the size of the panel on the sheet it may show only a few records, scroll to see all the records in the panel. For example, the Number of visible rows in a table is 50 and the panel is only able to display 10 at a time.

   Tip: This setting is best used when working with a set of panels that would be useful to retain temporarily without saving them as a custom workspace. The workspace name then displays as User Workspace.

Create a Custom Workspace

Permissions: Any Data Central user can create or edit a private workspace. Users with the Data Central Designer permission can create and save public workspaces. Users with System Configure privileges can see all workspaces.

Creating and saving a workspace provides a shortcut to display multiple panels and sheets that are used together on a regular basis. For example, a saved sheet within a workspace might include Subjects, Queries, Adverse Events and Concomitant Medications. Using this sheet, the user could review AEs vs ConMeds and note if there are any queries related to a record.  

When saving a workspace, panels with row filters applied are saved as part of the sheet to retain the filter conditions. However, subject (global) filters are not retained.

Public workspaces are available in the Workspace drop-down list based on the selected Role(s) and Scope, while private workspaces only appear for the owner of the workspace.

1. Create sheets that you want saved to the same workspace. 
2. Click the Workspace drop-down.
3. Click the Save As... icon. This opens the Save Workspace window.
   
   
   
4. In the Name field, enter the name of the new workspace.
   
5. Select the Public or Private radio button. 
   1. All Data Central users can save a workspace as private. If private is selected, the Roles section is greyed out.
   2. Users with the Data Central Designer privilege can save a workspace as Public and need to select the folder, roles, and scope.
6. Select the Folder. In the screenshot above there are several folders listed, however the Home folder is selected. Users with the Data Central Designer privilege can also create, modify, or delete folders.
7. Select the Roles (if saving as Public). When a workspace is configured for a role, it will only appear to and be selectable by users in that role. If 'All' is selected in Roles, it will appear to and be selectable by all roles.
8. Select the Scope. (Therapeutic Areas, Compounds, Programs, Studies).  By default, the current study you are working in is selected. To change the scope, expand each category by clicking the down arrow on the right of each category - Therapeutic Areas, Compounds, Programs and Studies (use the scrollbar on the right of each category to see all items listed) - click in the desired checkbox(es). The selected Scope further defines where the newly named workspace will be available.
9. Click the Save button.

Edit a Custom Workspace

Editing and saving changes to a public workspace are saved for all users who have access to it based on the selected role(s) and scope. A workspace saved as private is only seen by the user who created it and only that user can modify it.

1. Select the workspace name from the Workspace drop-down list to be edited.  
2. Modify the workspace, such as adding, modifying, or removing sheets, adding or removing panels from a sheet, resizing panels, modifying filters, etc.
3. Click the drop-down arrow next to the workspace name and click the Save icon .
   
   
   
4. The Save Workspace window opens to confirm you are sure you want to save over a workspace.
5. Click Save to confirm or click Cancel to avoid saving the modifications to the workspace.  

Edit Saved Folder Details for a Custom Workspace

1. Select the workspace name from the Workspace drop-down list to be edited.  
2. Hover over the workspace name you want to edit and the Configure icon appears.
3. Click the Configure icon.
4. The Save Workspace window opens. Modify any of the details in this window, such as the name of the workspace, the folder it resides in, whether it is public or private, the scope, and if public modify the roles.
5. Click Save.

Delete a Workspace

Saved Workspaces, Filter Sets, Advanced Filters, and Visualizations are deleted from the Manage icon in the master header. Users must have the Data Central Designer privilege to delete items saved as public; however, all Data Central users can delete items they have saved as private.

1. Click the Manage icon in the master header. The Manage window opens.
2. Hover over the name of the Workspace you want to delete. 
   

   Tip: Hover over the icon at the left of the item name to see the type of item in a tooltip, i.e., Saved Workspace, Filter Set, Advanced Filter, or type of visualization.

3. Click the Delete icon.
   
4. In the Delete Item confirmation window, Click Delete (or click Cancel to cancel your action). 

Export Listings and Graphical Patient Profiles in View

Listings and Graphical Patient Profiles that are in view on a sheet can be exported. 

Note: Data Central Visualizations in view on the sheet will not be included in the export.

1. Click the Export icon in the master header.
2. Click on the Notifications icon and select the export from this list. A zip file downloads to your computer. 
3. Locate the downloaded zip file where you will find Excel files for listings, and a PDF for Graphical Patient Profiles.