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After finalizing the format of a report enter the name of the report into the text box below the "Save Report" button then press the "Save Report" button. The new report will then be listed in the Saved Reports dropdown list. Click the "Load" button to retrieve the report. Click the "Delete" button to remove the report from the list.

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Generate a report at anytime by adding the desired fields, alias, or filters within the Data Retrieval module. Click the "Generate Report" button to retrieve the records. Export the records to Excel, CSV, or text files by selecting the desired report format from the dropdown list and clicking the "Export Report" button.

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Change the name of the field displayed in the report  by updating the alias cell in the corresponding row within the Controls tab of the Selected Controls grid. Alias as many fields as necessary before generating a report.

Records can be filter within a report by providing field specific criteria. Click the Filter tab and enter the desired criteria into the form and press the save button. Multiple filter criteria can be entered for each report with either an "and" or "or" conjunction. The "and" criteria signifies that all filters must be true in order for the record to be displayed. The "or" criteria means that any filters can be true for the record to be displayed. The following Key should be used to determine the proper operator to use when selecting filter criteria:

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Refer to the Selected Controls section located below the tree view in the Data Retrieval module to confirm fields that have been added to the report. The Selected Controls section also provides the capability to provide aliases and filter records based on designated criteria.

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To create a report navigate to the Data Retrieval module. First select the Study Grouping that contains the form data to be included in the report. Then click on the corresponding form in the tree view to display the available fields for the report. Add the fields by either double clicking on the row within the grid or using the "Add Control" or "Add All Controls" button. Repeat this procudure to add fields from other forms to the report.

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Update or modify a record by loading the record into the view and changing the values of the controls within the form. Records marked as locked can not be modified or deleted.

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In order to enter data into a sub form a parent form record must first be loaded into the view. To load a parent form record, click on the corresponding form in the tree and click the "Retrieve Record" button at the bottom of the module. Double click any of the records in the grid to load them into the view. Select the corresponding sub form from the tree view and complete the form by filling in the controls.

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The data entry form layout contains 4 primary sections: (1) the form navigation tree, (2) the record navigation and modification controls, (3) the data entry form, and (4) the audit of previously entered records (or record retrieval grid).

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Enter a record into your data collection form by navigating to the Data Entry module tab. Select the top level form in the tree associated with the corresponding study and entering data into the controls. Data entered into the controls is automatically saved and does not require the use of a save button. Click the "New Record" button to clear the form and create another record. 

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Forms can be linked or related to each other by designating a parent within the Form Settings box. Click on the child form in the tree view to get started . In the Form Settings box select  the parent form description from the Parent Form dropdown list and press the "Update Form" button. Your form should now be located underneath the parent form within the tree view. Multiple records for each child form can now be automatically related to a parent record within your data collection system. Examples of 1-to-many relationship include: multiple contacts associated with a given project, multiple hospitalizations for a given patient, multiple customers for a given company, etc...

Note: Forms relationships can not be modified once data has been entered into a child form.

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Controls can be moved by clicking on the control handle located at the far left of the control.  Controls can be dragged and dropped within the two column formatted area only. Controls can be deleted or modified by clicking the corresponding icon to the right of the data entry field. The red square "x" button should be used to remove a control from the form. The grey square button should be used to activate the Edit Control box.

Note: The control type can not be modified once a control has been created since each control stores information a little bit differently. Controls should not be removed or renamed once information has been entered into a form or data associated with this control will be lost.

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Add a control to a form by selecting a control type from the dropdown list located in the Control Library box directly under the form tree. Enter the Label Text and Control Description and press the "Add Control" button. Some Controls like check box, radio buttons, and drop-down list will require additional information before saving.

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Add a form to the study group by entering a title and description in the form settings box and pressing the "Add Form" button. Update a form title and description by selecting the form in the tree, making changes in the form settings box, and pressing the "Update Form" button.

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A Study Grouping is a collection of forms indicated by the grey color within the Forms heirarchical tree view.  A Study Grouping is the only node within the tree other than the highest node that does not represent a form. Study Groupings are analogous to database and are used to designate a logical collection of information.

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New module can be added to a tab provided that a user has rights by clicking the pencil icon located at the upper left hand corner of the tab area. A popup menu will appear with a list of available modules. Drag the module onto the tabbed area making sure to drop it into the space bounded by black dashed lines.

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Users can add new tabs to their layout by clicking the "Add Center Tab" link at the top of the page. A popup form will appear on the left side of the screen. Complete the form by entering a name and description for the new tab and press save. The new tab will be added to the right of your existing tabs.

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You can manipulate a module by activating any of the control icons located on the upper right section of the header. Module controls allow users to perform the following tasks: find out more information about a module, collapse and expand a module, detach a module from the interface, refresh a module, and remove a module.

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Modules can be added to the layout at any time. Click on the "Add Side Module" link at the top of the layout. Select a module from the menu by dragging and dropping into the desired border position.

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Modules and tabs can be removed from the layout by clicking on the corresponding red icon with a white "X" in the center.

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Side modules can be moved by clicking and dragging the double colon in the module header into the desired location. Side modules can only be moved within the left or right border. Modules contained within the the tabbed section can be moved vertically by clicking the up and down arrows.

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Users can edit their account information by clicking the My Account link within the User Module. This will load a data entry form containing user specific settings and information. Click the save button after making any modification to the data within the form.

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The layout of Caboodle Portal contains three primary sections: a Left Border Section, a Center Tabbed Section, and a Right Border Section. The left and right border sections contain small light weight modules used primarily for informational purposes. The center tabbed section contains the more functionally dense modules that require extra real estate to operate.

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Navigate to the Caboodle website and enter your username and password. Make sure to check if your browser is compatible with the application by clicking on the Browser Compatibility Check box.

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Caboodle is a next generation data collection system for the web.

Use the Caboodle Data Collection Management System to record personal or business information. Share your data collection with other users by hosting a Group.