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Individuals Module

Individuals Module

An individual is a single, distinct entity for which data is collected according to an approved protocol. Managing individuals in Progeny Desktop consists of creating, copying, moving, and deleting individuals.

New Individual Button

An individual who is not a member of a pedigree is referred to as a singlet. After creating a singlet, the singlet can be moved to an existing pedigree or to a new pedigree. To add individuals to your database without attaching them to a pedigree, click the + New Individual button.

The Add New Individual dialogue box opens. Enter the name of the new individual, select the gender for the individual, then select the data folder to which the individual is being added. Once you click Save, a message will then indicate that the individual was successfully created.

Smart list

A list of uniquely chosen data fields to display on the main screen for quick viewing. These fields are used to search the data quickly from the smart search feature. The search results only display the data found in the fields on the smart list.

Searches only the data that is displayed in the columns on your smart list. The search is limited to the exact order of the characters in the string. The asterisk (*) is a wildcard that can be used to extend the search.

Window Panes

Folders

The Individuals module has three main window panes. The left vertical pane displays the folder organization for a particular functional area in a Windows Explorer-style structure. Click on a folder in the pane to open the folder. As folders and sub-folders are opened in this pane, detailed information about the folder’s content is displayed in the upper and lower horizontal panes on the right (information is displayed in the bottom pane when an item is highlighted in the upper pane).

  • Folder drop-down arrow
    • Open Individual Spreadsheet for Folder – Opens up the Individual Spreadsheets module specific for the folder.

Individuals

The pane on the top-right corresponds to individuals. Any folder that is selected from the folders pane automatically populates the individuals in that folder in the top right pane.

  • Individuals – Actions menu
    • Open Datasheet – opens the individual datasheet for the individual
    • Open Pedigree – opens the pedigree for the individual
    • Rename Individual – renames the individual
    • Add Sample – creates a new sample of the individual
    • New Task – creates a new task for the individual
    • New Invite – sends a new invitation to the individual
    • Generate Letter – generates a letter for the individual

  • Individuals – Singlet Actions menu
    • Open Datasheet – opens the individual datasheet for the individual
    • Move to pedigree
      • Existing Pedigree – moves the individual to an existing pedigree
      • New Pedigree – moves the individual to a new pedigree
    • Copy Individual – makes a copy of the individual
    • Rename Individual – renames the individual
    • Change Gender – changes the gender of the individual
      • Male
      • Female
      • Unknown
    • Delete Individual – deletes the individual and ALL their data from the database
    • Add Sample – creates a new sample of the individual
    • New Task – creates a new task for the individual
    • New Invite – sends a new invitation to the individual
    • Generate Letter – generates a letter for the individual

Samples/Invites

Once an individual is selected from the top right pane, it will then populate any samples for that individual in the lower-right pane. You can also switch to the Invites tab on this pane to see all Family History Questionnaires (FHQ) for the individual.

  • Samples – Action Menu
    • New Sample – creates a new sample of the individual
    • Edit Sample – edits the sample properties
    • New Task – creates a new task for the individual
    • Actions – contains different actions to perform on the sample based on what was configured for your database.
    • Open Sample Datasheet – opens the sample datasheet for the sample

  • Invites – Action Menu
    • New Invite – sends a new invitation to the individual
    • Send Reminder – sends a reminder email to the individual
    • Update Status – manually changes the status of the questionnaire
      • Completed Manually
      • Inactive
      • Reviewed
    • Lock Invite – locks the invitation so that it cannot be accessed
    • View Invite History – shows a history log of the invites status
    • Open Pedigree – opens pedigree for individual (not available if singlet)
    • Open Datasheet – opens the individual’s datasheet for the individual
    • Generate Letter – generates a letter for the individual

  • Collapse Pane Arrow – hides the Samples/Invites pane from view. Click again to unhide.
Updated on April 11, 2018

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