Data Management Portal

Initial setup

• Prerequisites
• Logging in
• Understanding and navigating the Data Management Portal
• The Compliance Dashboard
• User Roles in the Data Management Portal
• Managing users

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PureTest patients

• Accessing and creating patients
• Deleting patients
• Patient list display options
• Getting to know an individual patient's page
• Getting to know Summary Reports and Referral Letters

QuickTest participants

• The Participants page (QuickTest)
• Participants page display options
• Individual participant pages
• Deleting QuickTest participants

SHOEBOX Online participants

• Accessing SHOEBOX Online test results
• Applying filters to SHOEBOX Online test results
• Exporting SHOEBOX Online test results

Working with filters

• About filters
• Applying filters
• Saving filters
• Applying saved filters
• Filter notifications

Working with projects

• About projects
• Creating projects
• Closing projects

Working with data

• Importing data
• Template explanations
• File format notes
• Requesting employee HR data
• Advanced use cases
• Exporting data

Working with reports

• Report types
• Building a report
• Creating custom export templates
• Saving and downloading your report
• Sharing a report
• Scheduling outgoing reports

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Settings

• Administration settings
• System setup
• Program Setup I - Occupation Health Shift Rules
• Program Setup I - Clinical and Research Shift Rules
• Program setup II - Scheduling rules
• Program setup III - Automatic triage

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