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Pipeline view

View your data as a pipeline and easily see in what stage each case is in.

Last updated

June 27, 2022

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On Teamscope you can visualise your cases in pipeline format. This allows you to easily see in which stage each case is.

Important: This feature is only available on the Business plan.

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How to switch into pipeline view

To view your data as a pipeline go to Data on the web dashboard and click on the pipeline icon.

You will now see all of you cases and each form is it’s own stage.

From here you can create a new case or also enter data using any of your forms.

To enter data simply scroll the case you wish to enter data for and then click on the stage.

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A blank will form will come up for you to enter data.

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How to create a new case while on pipeline view

While on pipeline view you can create new cases. To create a new case click on New case.

A dialog will appear where you can give the case a label and save it.

You will see that the new case appears at the top of the list of cases.

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Now you are all set to start collecting data for this case.

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Upgrading to use Pipeline view

Pipeline view is only available on the business plan. If you are on Team or Scale you will see this message:

You can upgrade by clicking on Upgrade plan. If you need help upgrading please don’t hesitate to send us an email support@teamscopeapp.com.

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How to re-organise stages

The order that stages appear is the exact same order that your forms have.

To re-order stages go to Forms and then click on Form order. There you can drag and drop form so they are in the order you want them to appear.

After re-ordering your forms you can now go back to Data and check that the stages are in the right order.

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Frequently asked questions

On form order I have set certain forms to allow multiple entries per case, how does that affect pipeline view?

Let’s suppose that you have a form called β€œAdverse events form” and it has been used multiple times per patient, then on the pipeline you see a check and a number indicating how many entries with that form have been made.

On Teamscope you can visualise your cases in pipeline format. This allows you to easily see in which stage each case is.

Important: This feature is only available on the Business plan.

‍

How to switch into pipeline view

To view your data as a pipeline go to Data on the web dashboard and click on the pipeline icon.

You will now see all of you cases and each form is it’s own stage.

From here you can create a new case or also enter data using any of your forms.

To enter data simply scroll the case you wish to enter data for and then click on the stage.

‍

A blank will form will come up for you to enter data.

‍

‍

How to create a new case while on pipeline view

While on pipeline view you can create new cases. To create a new case click on New case.

A dialog will appear where you can give the case a label and save it.

You will see that the new case appears at the top of the list of cases.

‍

‍

Now you are all set to start collecting data for this case.

‍

‍

‍

Upgrading to use Pipeline view

Pipeline view is only available on the business plan. If you are on Team or Scale you will see this message:

You can upgrade by clicking on Upgrade plan. If you need help upgrading please don’t hesitate to send us an email support@teamscopeapp.com.

‍

How to re-organise stages

The order that stages appear is the exact same order that your forms have.

To re-order stages go to Forms and then click on Form order. There you can drag and drop form so they are in the order you want them to appear.

After re-ordering your forms you can now go back to Data and check that the stages are in the right order.

‍

‍

Frequently asked questions

On form order I have set certain forms to allow multiple entries per case, how does that affect pipeline view?

Let’s suppose that you have a form called β€œAdverse events form” and it has been used multiple times per patient, then on the pipeline you see a check and a number indicating how many entries with that form have been made.

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